IC
MRSH

IEQ Capital’s Marsh MRSH Stock Holding History

IEQ Capital’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 		$33.7M Buy
194,321
+114,713
+144% +$20.6M 0.16% 120
2025
Q4 		$14.8M Buy
79,608
+50,838
+177% +$9.5M 0.04% 257
2025
Q3 		$5.8M Buy
28,770
+6,150
+27% +$1.26M 0.02% 453
2025
Q2 		$4.95M Sell
22,620
-23,922
-51% -$5.4M 0.03% 424
2025
Q1 		$11.4M Buy
46,542
+8,022
+21% +$1.82M 0.09% 176
2024
Q4 		$8.18M Buy
38,520
+5,756
+18% +$1.28M 0.08% 166
2024
Q3 		$7.31M Buy
32,764
+2,429
+8% +$539K 0.09% 151
2024
Q2 		$6.39M Buy
30,335
+1,869
+7% +$384K 0.09% 151
2024
Q1 		$5.86M Buy
28,466
+1,869
+7% +$372K 0.08% 156
2023
Q4 		$5.04M Buy
26,597
+1,630
+7% +$315K 0.08% 158
2023
Q3 		$4.75M Buy
24,967
+812
+3% +$156K 0.1% 138
2023
Q2 		$4.54M Buy
24,155
+2,168
+10% +$385K 0.09% 153
2023
Q1 		$3.66M Sell
21,987
-516
-2% -$86K 0.08% 169
2022
Q4 		$3.72M Buy
22,503
+1,661
+8% +$272K 0.1% 153
2022
Q3 		$3.11M Buy
20,842
+5,310
+34% +$852K 0.09% 164
2022
Q2 		$2.41M Buy
15,532
+4,455
+40% +$714K 0.07% 180
2022
Q1 		$1.89M Buy
11,077
+1,446
+15% +$228K 0.05% 216
2021
Q4 		$1.67M Buy
9,631
+809
+9% +$134K 0.04% 223
2021
Q3 		$1.34M Buy
8,822
+724
+9% +$110K 0.04% 241
2021
Q2 		$1.14M Buy
8,098
+1,830
+29% +$245K 0.03% 237
2021
Q1 		$764K Buy
+6,268
New +$722K 0.03% 235
2020
Q4 		– Sell
-5,089
Closed -$583K – 325
2020
Q3 		$583K Buy
5,089
+2,687
+112% +$308K 0.03% 216
2020
Q2 		$258K Sell
2,402
-4,173
-63% -$422K 0.02% 256
2020
Q1 		$568K Buy
6,575
+394
+6% +$42K 0.05% 185
2019
Q4 		$689K Buy
+6,181
New +$646K 0.06% 184

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IEQ Capital's MRSH Position: Q1 2026 in Review

IEQ Capital increased its Marsh (MRSH) stake by 144% in Q1 2026, buying an estimated $20.6M and bringing the position to 194,321 shares worth $33.7M. The position accounts for 0.16% of the portfolio, ranked #120.

IEQ Capital first reported a position in MRSH in Q4 2019 and has held it in 25 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • IEQ Capital held 194,321 shares of Marsh worth $33.7M as of Q1 2026.
  • IEQ Capital bought 114,713 Marsh shares in Q1 2026, an estimated $20.6M.
  • Marsh made up 0.16% of IEQ Capital's portfolio in Q1 2026, its #120 holding.
  • IEQ Capital first reported a position in Marsh in Q4 2019 and has held it in 25 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.