JGCM
MRSH

Joseph Group Capital Management’s Marsh MRSH Stock Holding History

Joseph Group 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 		$18.7K Buy
108
+66
+157% +$11.9K ﹤0.01% 200
2025
Q4 		$7.79K Buy
+42
New +$7.85K ﹤0.01% 219

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

Joseph Group Capital Management's MRSH Position: Q1 2026 in Review

Joseph Group Capital Management increased its Marsh (MRSH) stake by 157% in Q1 2026, buying an estimated $11.9K and bringing the position to 108 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Joseph Group Capital Management first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Joseph Group Capital Management held 108 shares of Marsh worth $18.7K as of Q1 2026.
  • Joseph Group Capital Management bought 66 Marsh shares in Q1 2026, an estimated $11.9K.
  • Marsh made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #200 holding.
  • Joseph Group Capital Management first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.