Hamilton Point Investment Advisors’s Marsh MRSH Stock Holding History

Hamilton Point Investment Advisors’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	$854K	Sell	5,126 -10	-0.2%	-$1.67K	0.12%	87
2026 Q1	$891K	Sell	5,136 -22	-0.4%	-$3.96K	0.14%	79
2025 Q4	$957K	Buy	5,158 +32	+0.6%	+$5.98K	0.15%	77
2025 Q3	$1.03M	Buy	5,126 +47	+0.9%	+$9.67K	0.16%	71
2025 Q2	$1.11M	Sell	5,079 -95	-2%	-$21.4K	0.18%	71
2025 Q1	$1.26M	Buy	5,174 +425	+9%	+$96.4K	0.23%	67
2024 Q4	$1.01M	Buy	4,749 +2,483	+110%	+$551K	0.18%	70
2024 Q3	$506K	Buy	+2,266	New	+$503K	0.09%	89

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

Hamilton Point Investment Advisors's MRSH Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Marsh (MRSH) stake by 0.19% in Q2 2026, selling an estimated $1.67K and leaving 5,126 shares worth $854K. The position accounts for 0.12% of the portfolio, ranked #87.

Hamilton Point Investment Advisors first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Hamilton Point Investment Advisors held 5,126 shares of Marsh worth $854K as of Q2 2026.
Hamilton Point Investment Advisors sold 10 Marsh shares in Q2 2026, an estimated $1.67K.
Marsh made up 0.12% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #87 holding.
Hamilton Point Investment Advisors first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
Hamilton Point Investment Advisors's Marsh position peaked at $1.26M in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.