KA
MRSH

Kozak & Associates’s Marsh MRSH Stock Holding History

Kozak & Associates’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 		$74.2K Buy
431
+2
+0.5% +$334 0.01% 126
2026
Q1 		$74.4K Buy
429
+2
+0.5% +$360 0.01% 121
2025
Q4 		$79.3K Hold
427
– – 0.02% 118
2025
Q3 		$77.2K Buy
427
+4
+0.9% +$823 0.02% 124
2025
Q2 		$90.5K Sell
423
-26
-6% -$5.87K 0.02% 114
2025
Q1 		$107K Buy
449
+29
+7% +$6.58K 0.03% 99
2024
Q4 		$88.7K Sell
420
-14
-3% -$3.11K 0.02% 106
2024
Q3 		$98.9K Buy
434
+17
+4% +$3.77K 0.02% 102
2024
Q2 		$88.7K Hold
417
– – 0.02% 101
2024
Q1 		$87.1K Buy
417
+57
+16% +$11.4K 0.02% 102
2023
Q4 		$70.4K Buy
360
+1
+0.3% +$193 0.02% 119
2023
Q3 		$69.3K Buy
359
+2
+0.6% +$383 0.03% 117
2023
Q2 		$66.2K Buy
357
+1
+0.3% +$177 0.03% 123
2023
Q1 		$59.3K Buy
356
+1
+0.3% +$167 0.03% 137
2022
Q4 		$59K Buy
355
+1
+0.3% +$164 0.03% 137
2022
Q3 		$54K Buy
354
+2
+0.6% +$321 0.03% 137
2022
Q2 		$55K Buy
352
+1
+0.3% +$160 0.04% 141
2022
Q1 		$53K Hold
351
– – 0.03% 153
2021
Q4 		$53K Buy
351
+2
+0.6% +$332 0.03% 153
2021
Q3 		$58K Buy
+349
New +$52.8K 0.03% 147

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
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

Kozak & Associates's MRSH Position: Q2 2026 in Review

Kozak & Associates increased its Marsh (MRSH) stake by 0.47% in Q2 2026, buying an estimated $334 and bringing the position to 431 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #126.

Kozak & Associates first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $107K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Kozak & Associates held 431 shares of Marsh worth $74.2K as of Q2 2026.
  • Kozak & Associates bought 2 Marsh shares in Q2 2026, an estimated $334.
  • Marsh made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #126 holding.
  • Kozak & Associates first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • Kozak & Associates's Marsh position peaked at $107K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.