JCM
MRSH

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
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
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

Jacobi Capital Management's MRSH Position: Q1 2026 in Review

Jacobi Capital Management increased its Marsh (MRSH) stake by 3.8% in Q1 2026, buying an estimated $17.3K and bringing the position to 2,628 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #432.

Jacobi Capital Management first reported a position in MRSH in Q2 2016 and has held it in 29 quarters since. The position peaked at $470K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Jacobi Capital Management held 2,628 shares of Marsh worth $456K as of Q1 2026.
  • Jacobi Capital Management bought 96 Marsh shares in Q1 2026, an estimated $17.3K.
  • Marsh made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #432 holding.
  • Jacobi Capital Management first reported a position in Marsh in Q2 2016 and has held it in 29 quarters since.
  • Jacobi Capital Management's Marsh position peaked at $470K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.