FBB
MRSH

Fulton Breakefield Broenniman’s Marsh MRSH Stock Holding History

Fulton Breakefield Broenniman’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 		– Sell
-1,417
Closed -$246K – 212
2026
Q1 		$246K Sell
1,417
-1,296
-48% -$233K 0.02% 169
2025
Q4 		$503K Sell
2,713
-6,119
-69% -$1.14M 0.03% 127
2025
Q3 		$1.78M Sell
8,832
-56,878
-87% -$11.7M 0.12% 75
2025
Q2 		$14.4M Sell
65,710
-468
-0.7% -$106K 0.97% 34
2025
Q1 		$16.1M Sell
66,178
-1,267
-2% -$287K 1.17% 27
2024
Q4 		$14.3M Sell
67,445
-429
-0.6% -$95.2K 1.02% 30
2024
Q3 		$15.1M Sell
67,874
-661
-1% -$147K 1.06% 33
2024
Q2 		$14.4M Sell
68,535
-404
-0.6% -$83K 1.07% 36
2024
Q1 		$14.2M Buy
68,939
+2,330
+3% +$464K 1.09% 35
2023
Q4 		$12.6M Buy
66,609
+1,207
+2% +$233K 1.02% 41
2023
Q3 		$12.4M Buy
65,402
+1,431
+2% +$274K 1.08% 40
2023
Q2 		$12M Buy
63,971
+1,421
+2% +$252K 1% 44
2023
Q1 		$10.4M Buy
62,550
+59,589
+2,012% +$9.93M 0.89% 47
2022
Q4 		$490K Buy
2,961
+50
+2% +$8.18K 0.04% 113
2022
Q3 		$435K Sell
2,911
-92
-3% -$14.8K 0.04% 108
2022
Q2 		$466K Sell
3,003
-87
-3% -$13.9K 0.04% 113
2022
Q1 		$527K Buy
+3,090
New +$487K 0.05% 103

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

Fulton Breakefield Broenniman's MRSH Position: Q2 2026 in Review

Fulton Breakefield Broenniman sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,417 shares — an estimated $246K sold.

Fulton Breakefield Broenniman first reported a position in MRSH in Q1 2022 and held it in 17 quarters. The position peaked at $16.1M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Fulton Breakefield Broenniman reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 1,417 Marsh shares in Q2 2026, an estimated $246K.
  • Fulton Breakefield Broenniman first reported a position in Marsh in Q1 2022 and held it in 17 quarters.
  • Fulton Breakefield Broenniman's Marsh position peaked at $16.1M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.