KP
MRSH

Keel Point’s Marsh MRSH Stock Holding History

Keel Point’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 		$270K Sell
1,556
-557
-26% -$100K 0.02% 376
2025
Q4 		$392K Buy
2,113
+150
+8% +$28K 0.02% 351
2025
Q3 		$396K Sell
1,963
-479
-20% -$98.5K 0.02% 356
2025
Q2 		$534K Buy
2,442
+150
+7% +$33.9K 0.04% 280
2025
Q1 		$559K Buy
2,292
+554
+32% +$126K 0.04% 227
2024
Q4 		$369K Sell
1,738
-320
-16% -$71K 0.03% 287
2024
Q3 		$459K Sell
2,058
-5
-0.2% -$1.11K 0.04% 254
2024
Q2 		$449K Buy
2,063
+619
+43% +$127K 0.04% 251
2024
Q1 		$297K Buy
1,444
+148
+11% +$29.5K 0.03% 284
2023
Q4 		$246K Buy
1,296
+135
+12% +$26.1K 0.03% 293
2023
Q3 		$221K Buy
1,161
+25
+2% +$4.79K 0.03% 283
2023
Q2 		$214K Buy
+1,136
New +$202K 0.03% 300

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

Keel Point's MRSH Position: Q1 2026 in Review

Keel Point reduced its Marsh (MRSH) stake by 26% in Q1 2026, selling an estimated $100K and leaving 1,556 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #376.

Keel Point first reported a position in MRSH in Q2 2023 and has held it in 12 quarters since. The position peaked at $559K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Keel Point held 1,556 shares of Marsh worth $270K as of Q1 2026.
  • Keel Point sold 557 Marsh shares in Q1 2026, an estimated $100K.
  • Marsh made up 0.02% of Keel Point's portfolio in Q1 2026, its #376 holding.
  • Keel Point first reported a position in Marsh in Q2 2023 and has held it in 12 quarters since.
  • Keel Point's Marsh position peaked at $559K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.