JIM
MRSH

Jensen Investment Management’s Marsh MRSH Stock Holding History

Jensen Investment 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 		$164M Sell
984,904
-166,300
-14% -$27.8M 3.98% 11
2026
Q1 		$200M Buy
1,151,204
+66,887
+6% +$12M 3.94% 11
2025
Q4 		$201M Sell
1,084,317
-1,322,328
-55% -$247M 3.17% 13
2025
Q3 		$485M Sell
2,406,645
-16,992
-0.7% -$3.49M 6.02% 3
2025
Q2 		$530M Sell
2,423,637
-206,049
-8% -$46.5M 6.21% 3
2025
Q1 		$642M Sell
2,629,686
-410,865
-14% -$93.2M 7.1% 2
2024
Q4 		$646M Sell
3,040,551
-10,280
-0.3% -$2.28M 5.85% 4
2024
Q3 		$681M Sell
3,050,831
-175,427
-5% -$38.9M 5.69% 4
2024
Q2 		$680M Buy
3,226,258
+40,182
+1% +$8.25M 5.56% 6
2024
Q1 		$656M Buy
3,186,076
+237,071
+8% +$47.2M 5.01% 8
2023
Q4 		$559M Sell
2,949,005
-67,471
-2% -$13M 4.23% 9
2023
Q3 		$574M Buy
3,016,476
+86,282
+3% +$16.5M 4.54% 9
2023
Q2 		$551M Buy
2,930,194
+35,596
+1% +$6.32M 4.04% 8
2023
Q1 		$477M Buy
2,894,598
+279,134
+11% +$46.5M 3.76% 10
2022
Q4 		$433M Buy
2,615,464
+398,179
+18% +$65.1M 3.38% 14
2022
Q3 		$331M Buy
2,217,285
+179,485
+9% +$28.8M 2.88% 14
2022
Q2 		$316M Buy
2,037,800
+439,485
+27% +$70.4M 2.62% 18
2022
Q1 		$272M Buy
1,598,315
+216,740
+16% +$34.2M 2.03% 21
2021
Q4 		$240M Buy
1,381,575
+184,815
+15% +$30.7M 1.69% 26
2021
Q3 		$181M Buy
1,196,760
+11,595
+1% +$1.75M 1.44% 27
2021
Q2 		$167M Buy
+1,185,165
New +$159M 1.26% 27

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jensen Investment Management's MRSH Position: Q2 2026 in Review

Jensen Investment Management reduced its Marsh (MRSH) stake by 14% in Q2 2026, selling an estimated $27.8M and leaving 984,904 shares worth $164M. The position accounts for 3.98% of the portfolio, ranked #11.

Jensen Investment Management first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $681M in Q3 2024. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Jensen Investment Management held 984,904 shares of Marsh worth $164M as of Q2 2026.
  • Jensen Investment Management sold 166,300 Marsh shares in Q2 2026, an estimated $27.8M.
  • Marsh made up 3.98% of Jensen Investment Management's portfolio in Q2 2026, its #11 holding.
  • Jensen Investment Management first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • Jensen Investment Management's Marsh position peaked at $681M in Q3 2024.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.