Kovitz Investment Group Partners’s Marsh MRSH Stock Holding History

Kovitz Investment Group Partners’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	$762K	Sell	4,394 -185	-4%	-$33.3K	0.02%	357
2025 Q4	$850K	Sell	4,579 -73,088	-94%	-$13.7M	0.02%	336
2025 Q3	$15.7M	Buy	77,667 +4,899	+7%	+$1.01M	0.06%	252
2025 Q2	$15.9M	Sell	72,768 -8,376	-10%	-$1.89M	0.07%	235
2025 Q1	$19.8M	Sell	81,144 -4,874	-6%	-$1.11M	0.1%	172
2024 Q4	$18.3M	Buy	86,018 +74,902	+674%	+$16.6M	0.09%	187
2024 Q3	$987K	Buy	11,116 +7,380	+198%	+$1.64M	0.01%	628
2024 Q2	$788K	Buy	3,736 +2,131	+133%	+$438K	0.01%	587
2024 Q1	$331K	Buy	+1,605	New	+$320K	﹤0.01%	571

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovitz Investment Group Partners's MRSH Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Marsh (MRSH) stake by 4% in Q1 2026, selling an estimated $33.3K and leaving 4,394 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #357.

Kovitz Investment Group Partners first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.8M in Q1 2025. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Kovitz Investment Group Partners held 4,394 shares of Marsh worth $762K as of Q1 2026.
Kovitz Investment Group Partners sold 185 Marsh shares in Q1 2026, an estimated $33.3K.
Marsh made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #357 holding.
Kovitz Investment Group Partners first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Marsh position peaked at $19.8M in Q1 2025.
1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.