Jacobi Capital Management’s Marsh MRSH Stock Holding History

Jacobi Capital Management’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	$424K	Sell	2,543 -85	-3%	-$14.2K	0.02%	485
2026 Q1	$456K	Buy	2,628 +96	+4%	+$17.3K	0.03%	432
2025 Q4	$470K	Buy	2,532 +635	+33%	+$119K	0.03%	422
2025 Q3	$382K	Sell	1,897 -13	-0.7%	-$2.67K	0.02%	451
2025 Q2	$418K	Buy	1,910 +640	+50%	+$144K	0.03%	427
2025 Q1	$310K	Buy	1,270 +178	+16%	+$40.4K	0.02%	472
2024 Q4	$232K	Buy	1,092 +117	+12%	+$26K	0.02%	533
2024 Q3	$217K	Buy	+975	New	+$216K	0.02%	537
2021 Q4	–	Sell	-521	Closed	-$79K	–	960
2021 Q3	$79K	Buy	521 +21	+4%	+$3.18K	0.01%	555
2021 Q2	$70K	Hold	500	–	–	0.01%	551
2021 Q1	$61K	Sell	500 -103	-17%	-$11.9K	0.01%	534
2020 Q4	$71K	Buy	603 +3	+0.5%	+$341	0.01%	472
2020 Q3	$69K	Hold	600	–	–	0.01%	437
2020 Q2	$64K	Hold	600	–	–	0.01%	429
2020 Q1	$52K	Sell	600 -150	-20%	-$16K	0.01%	417
2019 Q4	$84K	Hold	750	–	–	0.02%	370
2019 Q3	$75K	Hold	750	–	–	0.01%	387
2019 Q2	$75K	Sell	750 -106	-12%	-$10.1K	0.02%	381
2019 Q1	$80K	Hold	856	–	–	0.02%	340
2018 Q4	$68K	Hold	856	–	–	0.02%	347
2018 Q3	$71K	Sell	856 -38	-4%	-$3.22K	0.02%	368
2018 Q2	$73K	Buy	894 +38	+4%	+$3.1K	0.02%	364
2018 Q1	$69K	Hold	856	–	–	0.02%	342
2017 Q4	$70K	Sell	856 -286	-25%	-$23.8K	0.02%	314
2017 Q3	$95K	Hold	1,142	–	–	0.03%	249
2017 Q2	$89K	Hold	1,142	–	–	0.03%	228
2017 Q1	$84K	Hold	1,142	–	–	0.04%	178
2016 Q4	$77K	Hold	1,142	–	–	0.05%	166
2016 Q3	$76K	Hold	1,142	–	–	0.04%	183
2016 Q2	$77K	Buy	+1,142	New	+$73.3K	0.04%	173

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

Jacobi Capital Management's MRSH Position: Q2 2026 in Review

Jacobi Capital Management reduced its Marsh (MRSH) stake by 3.2% in Q2 2026, selling an estimated $14.2K and leaving 2,543 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #485.

Jacobi Capital Management first reported a position in MRSH in Q2 2016 and has held it in 30 quarters since. The position peaked at $470K in Q4 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Jacobi Capital Management held 2,543 shares of Marsh worth $424K as of Q2 2026.
Jacobi Capital Management sold 85 Marsh shares in Q2 2026, an estimated $14.2K.
Marsh made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #485 holding.
Jacobi Capital Management first reported a position in Marsh in Q2 2016 and has held it in 30 quarters since.
Jacobi Capital Management's Marsh position peaked at $470K in Q4 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.