Jones Financial Companies
MRSH

Jones Financial Companies’s Marsh MRSH Stock Holding History

Jones Financial Companies’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 		$82.6M Sell
488,649
-235,140
-32% -$39.3M 0.03% 287
2026
Q1 		$122M Buy
723,789
+713,289
+6,793% +$128M 0.06% 168
2025
Q4 		$1.95M Buy
10,500
+960
+10% +$179K ﹤0.01% 964
2025
Q3 		$1.9M Buy
9,540
+1,000
+12% +$206K ﹤0.01% 875
2025
Q2 		$1.85M Buy
8,540
+2,718
+47% +$614K ﹤0.01% 778
2025
Q1 		$1.41M Buy
5,822
+1,542
+36% +$350K ﹤0.01% 745
2024
Q4 		$909K Buy
4,280
+2,407
+129% +$534K ﹤0.01% 776
2024
Q3 		$419K Buy
1,873
+635
+51% +$141K ﹤0.01% 882
2024
Q2 		$261K Buy
1,238
+1,092
+748% +$224K ﹤0.01% 749
2024
Q1 		$30.1K Sell
146
-115
-44% -$22.9K ﹤0.01% 822
2023
Q4 		$49.5K Sell
261
-16
-6% -$3.09K ﹤0.01% 479
2023
Q3 		$52.7K Buy
277
+93
+51% +$17.8K ﹤0.01% 360
2023
Q2 		$34.6K Buy
184
+53
+40% +$9.4K ﹤0.01% 385
2023
Q1 		$21.8K Sell
131
-27
-17% -$4.5K ﹤0.01% 416
2022
Q4 		$26K Sell
158
-9
-5% -$1.47K ﹤0.01% 394
2022
Q3 		$25K Sell
167
-56
-25% -$8.98K ﹤0.01% 358
2022
Q2 		$35K Sell
223
-165
-43% -$26.4K ﹤0.01% 353
2022
Q1 		$66K Sell
388
-370
-49% -$58.3K ﹤0.01% 326
2021
Q4 		$132K Buy
758
+48
+7% +$7.97K ﹤0.01% 289
2021
Q3 		$108K Hold
710
– – ﹤0.01% 268
2021
Q2 		$100K Sell
710
-152
-18% -$20.4K ﹤0.01% 266
2021
Q1 		$105K Sell
862
-274
-24% -$31.6K ﹤0.01% 274
2020
Q4 		$133K Buy
+1,136
New +$129K ﹤0.01% 228
2013
Q4 		– Sell
-89
Closed -$4K – 425
2013
Q3 		$4K Hold
89
– – ﹤0.01% 604
2013
Q2 		$4K Buy
+89
New +$3.48K ﹤0.01% 691

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

Jones Financial Companies's MRSH Position: Q2 2026 in Review

Jones Financial Companies reduced its Marsh (MRSH) stake by 32% in Q2 2026, selling an estimated $39.3M and leaving 488,649 shares worth $82.6M. The position accounts for 0.03% of the portfolio, ranked #287.

Jones Financial Companies first reported a position in MRSH in Q2 2013 and has held it in 25 quarters since. The position peaked at $122M in Q1 2026. 1,494 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Jones Financial Companies held 488,649 shares of Marsh worth $82.6M as of Q2 2026.
  • Jones Financial Companies sold 235,140 Marsh shares in Q2 2026, an estimated $39.3M.
  • Marsh made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #287 holding.
  • Jones Financial Companies first reported a position in Marsh in Q2 2013 and has held it in 25 quarters since.
  • Jones Financial Companies's Marsh position peaked at $122M in Q1 2026.
  • 1,494 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.