EF
MRSH

Empirical Finance’s Marsh MRSH Stock Holding History

Empirical Finance’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
Q1 		$2.89M Sell
16,650
-29
-0.2% -$5.21K 0.14% 137
2025
Q4 		$3.09M Sell
16,679
-738
-4% -$138K 0.15% 122
2025
Q3 		$3.51M Buy
17,417
+172
+1% +$35.4K 0.17% 121
2025
Q2 		$3.77M Buy
17,245
+111
+0.6% +$25.1K 0.2% 103
2025
Q1 		$4.18M Buy
17,134
+258
+2% +$58.5K 0.25% 89
2024
Q4 		$3.58M Sell
16,876
-226
-1% -$50.1K 0.21% 91
2024
Q3 		$3.82M Buy
17,102
+364
+2% +$80.8K 0.22% 89
2024
Q2 		$3.53M Sell
16,738
-1,227
-7% -$252K 0.22% 90
2024
Q1 		$3.7M Buy
17,965
+600
+3% +$120K 0.23% 97
2023
Q4 		$3.29M Buy
17,365
+60
+0.3% +$11.6K 0.23% 98
2023
Q3 		$3.29M Buy
17,305
+1,566
+10% +$300K 0.24% 89
2023
Q2 		$2.96M Buy
15,739
+1,762
+13% +$313K 0.23% 92
2023
Q1 		$2.33M Buy
13,977
+673
+5% +$112K 0.22% 98
2022
Q4 		$2.2M Buy
13,304
+1,002
+8% +$164K 0.23% 93
2022
Q3 		$1.84M Buy
12,302
+2,006
+19% +$322K 0.22% 91
2022
Q2 		$1.6M Buy
10,296
+536
+5% +$85.9K 0.2% 91
2022
Q1 		$1.66M Buy
9,760
+1,038
+12% +$164K 0.19% 100
2021
Q4 		$1.52M Buy
8,722
+2,320
+36% +$385K 0.18% 104
2021
Q3 		$969K Buy
6,402
+361
+6% +$54.6K 0.15% 145
2021
Q2 		$850K Buy
6,041
+856
+17% +$115K 0.14% 176
2021
Q1 		$607K Hold
5,185
– – 0.11% 185
2020
Q4 		$607K Buy
5,185
+910
+21% +$103K 0.11% 185
2020
Q3 		$490K Buy
4,275
+915
+27% +$105K 0.11% 175
2020
Q2 		$361K Buy
3,360
+421
+14% +$42.6K 0.09% 173
2020
Q1 		$254K Buy
2,939
+1,045
+55% +$111K 0.08% 180
2019
Q4 		$211K Buy
+1,894
New +$198K 0.05% 197
2017
Q1 		– Sell
-242
Closed -$17K – 381
2016
Q4 		$17K Buy
+242
New +$16.2K 0.01% 221

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Empirical Finance's MRSH Position: Q1 2026 in Review

Empirical Finance reduced its Marsh (MRSH) stake by 0.17% in Q1 2026, selling an estimated $5.21K and leaving 16,650 shares worth $2.89M. The position accounts for 0.14% of the portfolio, ranked #137.

Empirical Finance first reported a position in MRSH in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.18M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Empirical Finance held 16,650 shares of Marsh worth $2.89M as of Q1 2026.
  • Empirical Finance sold 29 Marsh shares in Q1 2026, an estimated $5.21K.
  • Marsh made up 0.14% of Empirical Finance's portfolio in Q1 2026, its #137 holding.
  • Empirical Finance first reported a position in Marsh in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's Marsh position peaked at $4.18M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.