Fulcrum Asset Management’s Marsh MRSH Stock Holding History

Fulcrum Asset 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 Q2	$435K	Sell	2,611 -110	-4%	-$18.4K	0.04%	301
2026 Q1	$475K	Buy	2,721 +131	+5%	+$23.6K	0.07%	134
2025 Q4	$485K	Sell	2,590 -77	-3%	-$14.4K	0.14%	95
2025 Q3	$537K	Sell	2,667 -74	-3%	-$15.2K	0.15%	90
2025 Q2	$599K	Buy	+2,741	New	+$619K	0.17%	95
2022 Q1	–	Hold	0	–	–	–	205
2021 Q4	–	Hold	0	–	–	–	155
2021 Q3	–	Hold	0	–	–	–	157
2021 Q2	–	Hold	0	–	–	–	145
2021 Q1	–	Hold	0	–	–	–	145

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

Fulcrum Asset Management's MRSH Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Marsh (MRSH) stake by 4% in Q2 2026, selling an estimated $18.4K and leaving 2,611 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #301.

Fulcrum Asset Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Fulcrum Asset Management held 2,611 shares of Marsh worth $435K as of Q2 2026.
Fulcrum Asset Management sold 110 Marsh shares in Q2 2026, an estimated $18.4K.
Marsh made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #301 holding.
Fulcrum Asset Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Marsh position peaked at $599K in Q2 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.