InceptionR’s Marsh MRSH Stock Holding History

InceptionR’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	$646K	Buy	+3,873	New	+$647K	0.16%	245
2026 Q1	–	Sell	-8,985	Closed	-$1.67M	–	801
2025 Q4	$1.67M	Buy	+8,985	New	+$1.68M	0.46%	20
2025 Q1	–	Sell	-8,974	Closed	-$1.91M	–	728
2024 Q4	$1.91M	Buy	8,974 +5,347	+147%	+$1.19M	0.43%	28
2024 Q3	$809K	Buy	+3,627	New	+$805K	0.2%	193
2024 Q2	–	Sell	-1,911	Closed	-$394K	–	757
2024 Q1	$394K	Buy	1,911 +300	+19%	+$59.8K	0.1%	350
2023 Q4	$305K	Buy	+1,611	New	+$311K	0.22%	220
2023 Q2	–	Sell	-10,812	Closed	-$1.8M	–	555
2023 Q1	$1.8M	Buy	10,812 +8,333	+336%	+$1.39M	0.58%	26
2022 Q4	$410K	Buy	+2,479	New	+$405K	0.22%	206

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

InceptionR's MRSH Position: Q2 2026 in Review

InceptionR opened a new position in Marsh (MRSH) in Q2 2026: 3,873 shares worth $646K. The stake represents 0.16% of the portfolio and ranks #245 among its holdings. This is a return to the name: InceptionR previously reported a position in MRSH as recently as Q4 2025.

InceptionR first reported a position in MRSH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.91M in Q4 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

InceptionR held 3,873 shares of Marsh worth $646K as of Q2 2026.
Marsh was a new InceptionR position in Q2 2026.
Marsh made up 0.16% of InceptionR's portfolio in Q2 2026, its #245 holding.
InceptionR first reported a position in Marsh in Q4 2022 and has held it in 8 quarters since.
InceptionR's Marsh position peaked at $1.91M in Q4 2024.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.