LIM
MRSH

Lathrop Investment Management’s Marsh MRSH Stock Holding History

Lathrop Investment 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
Q2 		$4.55M Sell
27,279
-4,977
-15% -$832K 0.8% 37
2026
Q1 		$5.59M Buy
32,256
+1,227
+4% +$221K 1.05% 34
2025
Q4 		$5.76M Sell
31,029
-3,786
-11% -$708K 1.04% 34
2025
Q3 		$7.02M Sell
34,815
-648
-2% -$133K 1.29% 31
2025
Q2 		$7.75M Buy
+35,463
New +$8.01M 1.47% 28

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

Lathrop Investment Management's MRSH Position: Q2 2026 in Review

Lathrop Investment Management reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $832K and leaving 27,279 shares worth $4.55M. The position accounts for 0.8% of the portfolio, ranked #37.

Lathrop Investment Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.75M in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Lathrop Investment Management held 27,279 shares of Marsh worth $4.55M as of Q2 2026.
  • Lathrop Investment Management sold 4,977 Marsh shares in Q2 2026, an estimated $832K.
  • Marsh made up 0.8% of Lathrop Investment Management's portfolio in Q2 2026, its #37 holding.
  • Lathrop Investment Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • Lathrop Investment Management's Marsh position peaked at $7.75M in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.