Diligent Investors’s Marsh MRSH Stock Holding History

Diligent Investors’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Hold	1,200	–	–	0.04%	351
2026 Q1	$208K	Hold	1,200	–	–	0.05%	336
2025 Q4	$223K	Sell	1,200 -150	-11%	-$28K	0.05%	316
2025 Q3	$272K	Sell	1,350 -75	-5%	-$15.4K	0.07%	272
2025 Q2	$312K	Hold	1,425	–	–	0.07%	258
2025 Q1	$348K	Hold	1,425	–	–	0.08%	251
2024 Q4	$303K	Hold	1,425	–	–	0.07%	276
2024 Q3	$318K	Hold	1,425	–	–	0.07%	259
2024 Q2	$300K	Hold	1,425	–	–	0.07%	256
2024 Q1	$294K	Hold	1,425	–	–	0.07%	258
2023 Q4	$270K	Hold	1,425	–	–	0.07%	254
2023 Q3	$271K	Hold	1,425	–	–	0.08%	236
2023 Q2	$268K	Hold	1,425	–	–	0.08%	228
2023 Q1	$237K	Sell	1,425 -150	-10%	-$25K	0.07%	235
2022 Q4	$261K	Sell	1,575 -100	-6%	-$16.4K	0.09%	218
2022 Q3	$250K	Sell	1,675 -25	-1%	-$4.01K	0.09%	205
2022 Q2	$264K	Hold	1,700	–	–	0.09%	203
2022 Q1	$290K	Hold	1,700	–	–	0.08%	211
2021 Q4	$295K	Hold	1,700	–	–	0.08%	206
2021 Q3	$239K	Hold	1,700	–	–	0.08%	202
2021 Q2	$239K	Hold	1,700	–	–	0.08%	203
2021 Q1	$207K	Buy	+1,700	New	+$196K	0.08%	212
2020 Q3	–	Sell	-1,950	Closed	-$209K	–	212
2020 Q2	$209K	Buy	+1,950	New	+$197K	0.1%	173
2020 Q1	–	Sell	-2,160	Closed	-$241K	–	196
2019 Q4	$241K	Sell	2,160 -550	-20%	-$57.5K	0.11%	172
2019 Q3	$271K	Sell	2,710 -300	-10%	-$30K	0.13%	171
2019 Q2	$300K	Sell	3,010 -250	-8%	-$23.9K	0.15%	157
2019 Q1	$306K	Buy	3,260 +10	+0.3%	+$884	0.17%	141
2018 Q4	$259K	Sell	3,250 -100	-3%	-$8.34K	0.17%	139
2018 Q3	$277K	Sell	3,350 -100	-3%	-$8.47K	0.15%	151
2018 Q2	$283K	Sell	3,450 -50	-1%	-$4.08K	0.17%	144
2018 Q1	$289K	Sell	3,500 -150	-4%	-$12.4K	0.17%	141
2017 Q4	$297K	Sell	3,650 -100	-3%	-$8.31K	0.19%	140
2017 Q3	$314K	Sell	3,750 -250	-6%	-$19.8K	0.23%	116
2017 Q2	$312K	Sell	4,000 -140	-3%	-$10.6K	0.22%	116
2017 Q1	$306K	Hold	4,140	–	–	0.23%	108
2016 Q4	$280K	Sell	4,140 -515	-11%	-$34.5K	0.22%	115
2016 Q3	$314K	Sell	4,655 -150	-3%	-$10K	0.25%	106
2016 Q2	$329K	Sell	4,805 -950	-17%	-$61K	0.31%	93
2016 Q1	$350K	Sell	5,755 -100	-2%	-$5.6K	0.38%	80
2015 Q4	$325K	Sell	5,855 -50	-0.8%	-$2.76K	0.37%	85
2015 Q3	$327K	Hold	5,905	–	–	0.35%	87
2015 Q2	$342K	Hold	5,905	–	–	0.36%	89
2015 Q1	$334K	Sell	5,905 -175	-3%	-$9.87K	0.34%	91
2014 Q4	$334K	Buy	+6,080	New	+$333K	0.34%	88

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diligent Investors's MRSH Position: Q2 2026 in Review

Diligent Investors held its Marsh (MRSH) position steady in Q2 2026 at 1,200 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #351.

Diligent Investors first reported a position in MRSH in Q4 2014 and has held it in 44 quarters since. The position peaked at $350K in Q1 2016. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Diligent Investors held 1,200 shares of Marsh worth $200K as of Q2 2026.
Diligent Investors left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.04% of Diligent Investors's portfolio in Q2 2026, its #351 holding.
Diligent Investors first reported a position in Marsh in Q4 2014 and has held it in 44 quarters since.
Diligent Investors's Marsh position peaked at $350K in Q1 2016.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.