Intellectus Partners’s Marsh MRSH Stock Holding History

Intellectus Partners’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	$265K	Buy	1,591 +3	+0.2%	+$501	0.05%	273
2026 Q1	$275K	Buy	1,588 +275	+21%	+$49.4K	0.06%	251
2025 Q4	$244K	Buy	+1,313	New	+$245K	0.05%	254
2018 Q4	–	Sell	-531	Closed	-$44K	–	420
2018 Q3	$44K	Hold	531	–	–	0.02%	359
2018 Q2	$44K	Hold	531	–	–	0.02%	355
2018 Q1	$44K	Hold	531	–	–	0.02%	359
2017 Q4	$43K	Hold	531	–	–	0.02%	356
2017 Q3	$45K	Hold	531	–	–	0.02%	408
2017 Q2	$41K	Hold	531	–	–	0.02%	404
2017 Q1	$39K	Hold	531	–	–	0.02%	378
2016 Q4	$36K	Buy	+531	New	+$35.6K	0.02%	375

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

Intellectus Partners's MRSH Position: Q2 2026 in Review

Intellectus Partners increased its Marsh (MRSH) stake by 0.19% in Q2 2026, buying an estimated $501 and bringing the position to 1,591 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #273.

Intellectus Partners first reported a position in MRSH in Q4 2016 and has held it in 11 quarters since. The position peaked at $275K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Intellectus Partners held 1,591 shares of Marsh worth $265K as of Q2 2026.
Intellectus Partners bought 3 Marsh shares in Q2 2026, an estimated $501.
Marsh made up 0.05% of Intellectus Partners's portfolio in Q2 2026, its #273 holding.
Intellectus Partners first reported a position in Marsh in Q4 2016 and has held it in 11 quarters since.
Intellectus Partners's Marsh position peaked at $275K in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.