KLCM
MRSH

KG&L Capital Management’s Marsh MRSH Stock Holding History

KG&L 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 		– Sell
-1,477
Closed -$274K – 173
2025
Q4 		$274K Sell
1,477
-2,762
-65% -$516K 0.07% 183
2025
Q3 		$854K Buy
+4,239
New +$872K 0.23% 96

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KG&L Capital Management's MRSH Position: Q1 2026 in Review

KG&L Capital Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,477 shares — an estimated $274K sold.

KG&L Capital Management first reported a position in MRSH in Q3 2025 and held it in 2 quarters. The position peaked at $854K in Q3 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • KG&L Capital Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 1,477 Marsh shares in Q1 2026, an estimated $274K.
  • KG&L Capital Management first reported a position in Marsh in Q3 2025 and held it in 2 quarters.
  • KG&L Capital Management's Marsh position peaked at $854K in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.