Kovitz Investment Group Partners
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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
Q2 		$732K Sell
4,388
-6
-0.1% -$1K 0.02% 353
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's MRSH Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Marsh (MRSH) stake by 0.14% in Q2 2026, selling an estimated $1K and leaving 4,388 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #353.

Kovitz Investment Group Partners first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.8M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kovitz Investment Group Partners held 4,388 shares of Marsh worth $732K as of Q2 2026.
  • Kovitz Investment Group Partners sold 6 Marsh shares in Q2 2026, an estimated $1K.
  • Marsh made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #353 holding.
  • Kovitz Investment Group Partners first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Marsh position peaked at $19.8M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.