KCM
MRSH

Kathmere Capital Management’s Marsh MRSH Stock Holding History

Kathmere 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
Q2 		$884K Buy
5,305
+307
+6% +$51.3K 0.05% 264
2026
Q1 		$867K Buy
4,998
+1,457
+41% +$262K 0.05% 238
2025
Q4 		$657K Sell
3,541
-1,647
-32% -$308K 0.04% 262
2025
Q3 		$1.05M Sell
5,188
-503
-9% -$103K 0.07% 171
2025
Q2 		$1.24M Sell
5,691
-620
-10% -$140K 0.1% 144
2025
Q1 		$1.54M Buy
6,311
+941
+18% +$213K 0.13% 109
2024
Q4 		$1.14M Sell
5,370
-362
-6% -$80.3K 0.1% 126
2024
Q3 		$1.28M Buy
5,732
+654
+13% +$145K 0.12% 102
2024
Q2 		$1.07M Buy
5,078
+502
+11% +$103K 0.11% 104
2024
Q1 		$943K Buy
4,576
+658
+17% +$131K 0.11% 115
2023
Q4 		$742K Buy
3,918
+448
+13% +$86.6K 0.1% 121
2023
Q3 		$660K Buy
3,470
+827
+31% +$159K 0.1% 110
2023
Q2 		$497K Buy
2,643
+392
+17% +$69.6K 0.08% 115
2023
Q1 		$375K Sell
2,251
-1,118
-33% -$186K 0.06% 132
2022
Q4 		$558K Buy
3,369
+788
+31% +$129K 0.1% 98
2022
Q3 		$385K Sell
2,581
-667
-21% -$107K 0.08% 103
2022
Q2 		$504K Sell
3,248
-105
-3% -$16.8K 0.09% 78
2022
Q1 		$571K Buy
3,353
+1,393
+71% +$220K 0.1% 72
2021
Q4 		$341K Sell
1,960
-449
-19% -$74.6K 0.06% 100
2021
Q3 		$365K Buy
2,409
+449
+23% +$67.9K 0.07% 91
2021
Q2 		$276K Hold
1,960
– – 0.05% 114
2021
Q1 		$239K Hold
1,960
– – 0.05% 122
2020
Q4 		$229K Hold
1,960
– – 0.05% 115
2020
Q3 		$225K Buy
+1,960
New +$225K 0.06% 102

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

Kathmere Capital Management's MRSH Position: Q2 2026 in Review

Kathmere Capital Management increased its Marsh (MRSH) stake by 6.1% in Q2 2026, buying an estimated $51.3K and bringing the position to 5,305 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #264.

Kathmere Capital Management first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kathmere Capital Management held 5,305 shares of Marsh worth $884K as of Q2 2026.
  • Kathmere Capital Management bought 307 Marsh shares in Q2 2026, an estimated $51.3K.
  • Marsh made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #264 holding.
  • Kathmere Capital Management first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
  • Kathmere Capital Management's Marsh position peaked at $1.54M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.