Investment Partners’s Marsh MRSH Stock Holding History

Investment 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	$276K	Hold	1,658	–	–	0.09%	144
2026 Q1	$288K	Hold	1,658	–	–	0.1%	134
2025 Q4	$308K	Sell	1,658 -46	-3%	-$8.6K	0.11%	130
2025 Q3	$343K	Buy	1,704 +8	+0.5%	+$1.65K	0.12%	124
2025 Q2	$371K	Buy	1,696 +6	+0.4%	+$1.35K	0.14%	115
2025 Q1	$412K	Buy	1,690 +6	+0.4%	+$1.36K	0.17%	110
2024 Q4	$358K	Buy	1,684 +59	+4%	+$13.1K	0.15%	117
2024 Q3	$363K	Sell	1,625 -94	-5%	-$20.9K	0.15%	114
2024 Q2	$362K	Buy	1,719 +102	+6%	+$21K	0.16%	110
2024 Q1	$333K	Buy	1,617 +2	+0.1%	+$399	0.15%	115
2023 Q4	$306K	Buy	1,615 +3	+0.2%	+$580	0.15%	115
2023 Q3	$307K	Buy	+1,612	New	+$309K	0.16%	108

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

Investment Partners's MRSH Position: Q2 2026 in Review

Investment Partners held its Marsh (MRSH) position steady in Q2 2026 at 1,658 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #144.

Investment Partners first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $412K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Investment Partners held 1,658 shares of Marsh worth $276K as of Q2 2026.
Investment Partners left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.09% of Investment Partners's portfolio in Q2 2026, its #144 holding.
Investment Partners first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
Investment Partners's Marsh position peaked at $412K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.