EF
MRSH

Empowered Funds’s Marsh MRSH Stock Holding History

Empowered Funds’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 		$6.9M Buy
41,399
+5,821
+16% +$973K 0.04% 558
2026
Q1 		$6.17M Buy
+35,578
New +$6.4M 0.04% 560
2025
Q4 		– Sell
-28,044
Closed -$5.65M – 1556
2025
Q3 		$5.65M Buy
28,044
+14,920
+114% +$3.07M 0.06% 441
2025
Q2 		$2.87M Buy
13,124
+130
+1% +$29.3K 0.03% 655
2025
Q1 		$3.17M Buy
12,994
+1,830
+16% +$415K 0.05% 523
2024
Q4 		$2.37M Sell
11,164
-2,773
-20% -$615K 0.03% 659
2024
Q3 		$3.11M Buy
13,937
+717
+5% +$159K 0.05% 511
2024
Q2 		$2.79M Buy
13,220
+1,416
+12% +$291K 0.05% 498
2024
Q1 		$2.43M Buy
11,804
+1,315
+13% +$262K 0.04% 542
2023
Q4 		$1.99M Buy
10,489
+5,316
+103% +$1.03M 0.05% 520
2023
Q3 		$984K Buy
5,173
+1,090
+27% +$209K 0.03% 670
2023
Q2 		$768K Buy
4,083
+1,630
+66% +$289K 0.03% 688
2023
Q1 		$409K Buy
2,453
+851
+53% +$142K 0.02% 419
2022
Q4 		$265K Buy
+1,602
New +$262K 0.02% 407

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empowered Funds's MRSH Position: Q2 2026 in Review

Empowered Funds increased its Marsh (MRSH) stake by 16% in Q2 2026, buying an estimated $973K and bringing the position to 41,399 shares worth $6.9M. The position accounts for 0.04% of the portfolio, ranked #558.

Empowered Funds first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Empowered Funds held 41,399 shares of Marsh worth $6.9M as of Q2 2026.
  • Empowered Funds bought 5,821 Marsh shares in Q2 2026, an estimated $973K.
  • Marsh made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #558 holding.
  • Empowered Funds first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.