Essex Investment Management’s Marsh MRSH Stock Holding History

Essex Investment Management’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	$612K	Sell	3,530 -369	-9%	-$66.3K	0.1%	163
2025 Q4	$723K	Sell	3,899 -34	-0.9%	-$6.36K	0.11%	160
2025 Q3	$793K	Hold	3,933	–	–	0.12%	151
2025 Q2	$860K	Hold	3,933	–	–	0.16%	143
2025 Q1	$960K	Sell	3,933 -334	-8%	-$75.8K	0.2%	147
2024 Q4	$906K	Hold	4,267	–	–	0.16%	148
2024 Q3	$952K	Sell	4,267 -15	-0.4%	-$3.33K	0.17%	149
2024 Q2	$902K	Sell	4,282 -437	-9%	-$89.8K	0.17%	155
2024 Q1	$972K	Sell	4,719 -392	-8%	-$78.1K	0.19%	147
2023 Q4	$968K	Hold	5,111	–	–	0.19%	155
2023 Q3	$973K	Sell	5,111 -68	-1%	-$13K	0.16%	205
2023 Q2	$974K	Hold	5,179	–	–	0.14%	210
2023 Q1	$863K	Sell	5,179 -1,220	-19%	-$203K	0.13%	212
2022 Q4	$1.06M	Sell	6,399 -230	-3%	-$37.6K	0.17%	192
2022 Q3	$990K	Hold	6,629	–	–	0.16%	191
2022 Q2	$1.03M	Sell	6,629 -199	-3%	-$31.9K	0.17%	187
2022 Q1	$1.16M	Sell	6,828 -602	-8%	-$94.9K	0.15%	211
2021 Q4	$1.29M	Hold	7,430	–	–	0.15%	206
2021 Q3	$1.13M	Sell	7,430 -4,669	-39%	-$706K	0.14%	209
2021 Q2	$1.7M	Hold	12,099	–	–	0.2%	173
2021 Q1	$1.47M	Sell	12,099 -454	-4%	-$52.3K	0.18%	185
2020 Q4	$1.47M	Sell	12,553 -1,566	-11%	-$178K	0.18%	176
2020 Q3	$1.62M	Buy	14,119 +102	+0.7%	+$11.7K	0.23%	137
2020 Q2	$1.5M	Sell	14,017 -3,290	-19%	-$333K	0.25%	130
2020 Q1	$1.5M	Sell	17,307 -1,094	-6%	-$117K	0.3%	101
2019 Q4	$2.05M	Hold	18,401	–	–	0.25%	133
2019 Q3	$1.84M	Sell	18,401 -2,444	-12%	-$244K	0.27%	113
2019 Q2	$2.08M	Hold	20,845	–	–	0.29%	112
2019 Q1	$1.96M	Sell	20,845 -7,500	-26%	-$663K	0.29%	106
2018 Q4	$2.26M	Sell	28,345 -277	-1%	-$23.1K	0.35%	80
2018 Q3	$2.37M	Hold	28,622	–	–	0.28%	97
2018 Q2	$2.35M	Hold	28,622	–	–	0.29%	103
2018 Q1	$2.36M	Sell	28,622 -140	-0.5%	-$11.6K	0.31%	97
2017 Q4	$2.34M	Hold	28,762	–	–	0.31%	99
2017 Q3	$2.41M	Sell	28,762 -1,615	-5%	-$128K	0.33%	85
2017 Q2	$2.37M	Sell	30,377 -868	-3%	-$65.5K	0.34%	92
2017 Q1	$2.31M	Hold	31,245	–	–	0.36%	68
2016 Q4	$2.11M	Hold	31,245	–	–	0.35%	75
2016 Q3	$2.1M	Hold	31,245	–	–	0.34%	77
2016 Q2	$2.14M	Sell	31,245 -79	-0.3%	-$5.07K	0.36%	74
2016 Q1	$1.9M	Hold	31,324	–	–	0.33%	74
2015 Q4	$1.74M	Hold	31,324	–	–	0.27%	86
2015 Q3	$1.64M	Hold	31,324	–	–	0.27%	84
2015 Q2	$1.78M	Hold	31,324	–	–	0.27%	96
2015 Q1	$1.76M	Hold	31,324	–	–	0.25%	98
2014 Q4	$1.79M	Hold	31,324	–	–	0.26%	99
2014 Q3	$1.64M	Hold	31,324	–	–	0.25%	105
2014 Q2	$1.62M	Sell	31,324 -60	-0.2%	-$2.98K	0.24%	127
2014 Q1	$1.55M	Sell	31,384 -112	-0.4%	-$5.36K	0.23%	139
2013 Q4	$1.52M	Sell	31,496 -611	-2%	-$28.3K	0.22%	142
2013 Q3	$1.4M	Hold	32,107	–	–	0.21%	137
2013 Q2	$1.28M	Buy	+32,107	New	+$1.26M	0.23%	122

Other funds holding MRSH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Investment Management's MRSH Position: Q1 2026 in Review

Essex Investment Management reduced its Marsh (MRSH) stake by 9.5% in Q1 2026, selling an estimated $66.3K and leaving 3,530 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #163.

Essex Investment Management first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.41M in Q3 2017. 1,540 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Essex Investment Management held 3,530 shares of Marsh worth $612K as of Q1 2026.
Essex Investment Management sold 369 Marsh shares in Q1 2026, an estimated $66.3K.
Marsh made up 0.1% of Essex Investment Management's portfolio in Q1 2026, its #163 holding.
Essex Investment Management first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
Essex Investment Management's Marsh position peaked at $2.41M in Q3 2017.
1,540 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.