Holocene Advisors’s Marsh MRSH Stock Holding History

Holocene 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 Q1	$35.3M	Sell	203,290 -1,568	-0.8%	-$282K	0.09%	216
2025 Q4	$38M	Buy	+204,858	New	+$38.3M	0.08%	240
2023 Q3	–	Sell	-6,811	Closed	-$1.28M	–	812
2023 Q2	$1.28M	Sell	6,811 -10,117	-60%	-$1.8M	0.01%	612
2023 Q1	$2.82M	Buy	16,928 +7,411	+78%	+$1.23M	0.01%	389
2022 Q4	$1.57M	Buy	+9,517	New	+$1.56M	0.01%	484
2021 Q3	–	Sell	-44,365	Closed	-$6.24M	–	912
2021 Q2	$6.24M	Sell	44,365 -10,751	-20%	-$1.44M	0.04%	309
2021 Q1	$6.71M	Buy	55,116 +40,318	+272%	+$4.64M	0.04%	323
2020 Q4	$1.73M	Buy	+14,798	New	+$1.68M	0.01%	448
2020 Q3	–	Sell	-4,352	Closed	-$467K	–	738
2020 Q2	$467K	Buy	+4,352	New	+$441K	﹤0.01%	524
2019 Q3	–	Sell	-6,626	Closed	-$661K	–	807
2019 Q2	$661K	Buy	+6,626	New	+$634K	0.01%	400
2019 Q1	–	Sell	-9,339	Closed	-$745K	–	741
2018 Q4	$745K	Buy	9,339 +1,342	+17%	+$112K	0.01%	326
2018 Q3	$662K	Buy	7,997 +2,368	+42%	+$201K	0.01%	467
2018 Q2	$461K	Sell	5,629 -1,106	-16%	-$90.3K	0.01%	345
2018 Q1	$556K	Buy	+6,735	New	+$558K	0.01%	242

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Holocene Advisors's MRSH Position: Q1 2026 in Review

Holocene Advisors reduced its Marsh (MRSH) stake by 0.77% in Q1 2026, selling an estimated $282K and leaving 203,290 shares worth $35.3M. The position accounts for 0.09% of the portfolio, ranked #216.

Holocene Advisors first reported a position in MRSH in Q1 2018 and has held it in 14 quarters since. The position peaked at $38M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Holocene Advisors held 203,290 shares of Marsh worth $35.3M as of Q1 2026.
Holocene Advisors sold 1,568 Marsh shares in Q1 2026, an estimated $282K.
Marsh made up 0.09% of Holocene Advisors's portfolio in Q1 2026, its #216 holding.
Holocene Advisors first reported a position in Marsh in Q1 2018 and has held it in 14 quarters since.
Holocene Advisors's Marsh position peaked at $38M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.