Jupiter Asset Management’s Marsh MRSH Stock Holding History

Jupiter Asset 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	$97.3M	Sell	588,501 -33,964	-5%	-$5.68M	0.48%	56
2026 Q1	$107M	Buy	+622,465	New	+$112M	0.57%	49
2024 Q1	–	Sell	-40,201	Closed	-$7.62M	–	487
2023 Q4	$7.62M	Sell	40,201 -58,862	-59%	-$11.4M	0.08%	235
2023 Q3	$18.9M	Buy	99,063 +53,558	+118%	+$10.3M	0.21%	142
2023 Q2	$8.56M	Buy	45,505 +12,258	+37%	+$2.18M	0.09%	225
2023 Q1	$5.53M	Sell	33,247 -97,767	-75%	-$16.3M	0.08%	215
2022 Q4	$21.7M	Buy	131,014 +118,247	+926%	+$19.3M	0.32%	101
2022 Q3	$1.91M	Buy	+12,767	New	+$2.05M	0.03%	350
2022 Q1	–	Sell	-64,151	Closed	-$11.1M	–	576
2021 Q4	$11.1M	Buy	+64,151	New	+$10.7M	0.12%	196
2020 Q2	–	Sell	-6,469	Closed	-$558K	–	270
2020 Q1	$558K	Sell	6,469 -82,868	-93%	-$8.83M	0.02%	194
2019 Q4	$9.95M	Buy	+89,337	New	+$9.33M	0.31%	92
2019 Q1	–	Sell	-91,576	Closed	-$7.3M	–	254
2018 Q4	$7.3M	Buy	+91,576	New	+$7.63M	0.26%	118
2015 Q2	–	Sell	-60,000	Closed	-$3.37M	–	216
2015 Q1	$3.37M	Sell	60,000 -69,800	-54%	-$3.94M	0.12%	179
2014 Q4	$7.43M	Buy	129,800 +29,800	+30%	+$1.63M	0.24%	103
2014 Q3	$5.23M	Sell	100,000 -18,380	-16%	-$958K	0.17%	142
2014 Q2	$6.13M	Buy	118,380 +100,000	+544%	+$4.97M	0.19%	130
2014 Q1	$906K	Hold	18,380	–	–	0.03%	221
2013 Q4	$889K	Hold	18,380	–	–	0.03%	180
2013 Q3	$800K	Hold	18,380	–	–	0.04%	171
2013 Q2	$734K	Buy	+18,380	New	+$719K	0.03%	179

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

Jupiter Asset Management's MRSH Position: Q2 2026 in Review

Jupiter Asset Management reduced its Marsh (MRSH) stake by 5.5% in Q2 2026, selling an estimated $5.68M and leaving 588,501 shares worth $97.3M. The position accounts for 0.48% of the portfolio, ranked #56.

Jupiter Asset Management first reported a position in MRSH in Q2 2013 and has held it in 20 quarters since. The position peaked at $107M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Jupiter Asset Management held 588,501 shares of Marsh worth $97.3M as of Q2 2026.
Jupiter Asset Management sold 33,964 Marsh shares in Q2 2026, an estimated $5.68M.
Marsh made up 0.48% of Jupiter Asset Management's portfolio in Q2 2026, its #56 holding.
Jupiter Asset Management first reported a position in Marsh in Q2 2013 and has held it in 20 quarters since.
Jupiter Asset Management's Marsh position peaked at $107M in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.