Lavaca Capital’s Marsh MRSH Stock Holding History

Lavaca Capital’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	$138K	Buy	828 +128	+18%	+$21.4K	0.01%	143
2026 Q1	$121K	Hold	700	–	–	0.02%	120
2025 Q4	$130K	Hold	700	–	–	0.02%	118
2025 Q3	$141K	Hold	700	–	–	0.02%	108
2025 Q2	$153K	Hold	700	–	–	0.06%	109
2025 Q1	$171K	Hold	700	–	–	0.07%	107
2024 Q4	$149K	Buy	+700	New	+$155K	0.06%	125
2019 Q2	–	Sell	-600	Closed	-$56K	–	238
2019 Q1	$56K	Hold	600	–	–	0.05%	144
2018 Q4	$48K	Buy	+600	New	+$50K	0.05%	131

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

Lavaca Capital's MRSH Position: Q2 2026 in Review

Lavaca Capital increased its Marsh (MRSH) stake by 18% in Q2 2026, buying an estimated $21.4K and bringing the position to 828 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #143.

Lavaca Capital first reported a position in MRSH in Q4 2018 and has held it in 9 quarters since. The position peaked at $171K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Lavaca Capital held 828 shares of Marsh worth $138K as of Q2 2026.
Lavaca Capital bought 128 Marsh shares in Q2 2026, an estimated $21.4K.
Marsh made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #143 holding.
Lavaca Capital first reported a position in Marsh in Q4 2018 and has held it in 9 quarters since.
Lavaca Capital's Marsh position peaked at $171K in Q1 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.