Klingenstein Fields & Co’s Marsh MRSH Stock Holding History

Klingenstein Fields & Co’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	$234K	Hold	1,401	–	–	0.01%	181
2026 Q1	$243K	Hold	1,401	–	–	0.01%	164
2025 Q4	$260K	Buy	1,401 +6	+0.4%	+$1.12K	0.01%	165
2025 Q3	$281K	Hold	1,395	–	–	0.01%	165
2025 Q2	$305K	Hold	1,395	–	–	0.01%	149
2025 Q1	$340K	Buy	1,395 +25	+2%	+$5.67K	0.01%	139
2024 Q4	$291K	Hold	1,370	–	–	0.01%	150
2024 Q3	$306K	Hold	1,370	–	–	0.01%	148
2024 Q2	$289K	Hold	1,370	–	–	0.01%	146
2024 Q1	$282K	Sell	1,370 -6	-0.4%	-$1.2K	0.01%	154
2023 Q4	$261K	Hold	1,376	–	–	0.01%	155
2023 Q3	$262K	Buy	1,376 +6	+0.4%	+$1.15K	0.01%	150
2023 Q2	$258K	Hold	1,370	–	–	0.01%	151
2023 Q1	$228K	Hold	1,370	–	–	0.01%	156
2022 Q4	$227K	Hold	1,370	–	–	0.01%	165
2022 Q3	$205K	Hold	1,370	–	–	0.01%	167
2022 Q2	$213K	Hold	1,370	–	–	0.01%	165
2022 Q1	$233K	Hold	1,370	–	–	0.01%	171
2021 Q4	$238K	Hold	1,370	–	–	0.01%	176
2021 Q3	$207K	Buy	+1,370	New	+$207K	0.01%	191

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

Klingenstein Fields & Co's MRSH Position: Q2 2026 in Review

Klingenstein Fields & Co held its Marsh (MRSH) position steady in Q2 2026 at 1,401 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #181.

Klingenstein Fields & Co first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $340K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Klingenstein Fields & Co held 1,401 shares of Marsh worth $234K as of Q2 2026.
Klingenstein Fields & Co left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #181 holding.
Klingenstein Fields & Co first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
Klingenstein Fields & Co's Marsh position peaked at $340K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.