LGT Capital Partners’s Marsh MRSH Stock Holding History

LGT Capital 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	$28M	Sell	161,143 -12,088	-7%	-$2.17M	1.48%	26
2025 Q4	$32.1M	Sell	173,231 -4,500	-3%	-$841K	1.59%	24
2025 Q3	$35.8M	Buy	177,731 +14,769	+9%	+$3.04M	1.74%	25
2025 Q2	$35.6M	Buy	162,962 +8,762	+6%	+$1.98M	1.58%	23
2025 Q1	$37.6M	Sell	154,200 -10,980	-7%	-$2.49M	1.67%	20
2024 Q4	$35.1M	Sell	165,180 -4,000	-2%	-$887K	1.34%	25
2024 Q3	$37.7M	Buy	169,180 +5,900	+4%	+$1.31M	1.31%	28
2024 Q2	$34.4M	Buy	163,280 +65,480	+67%	+$13.5M	1.17%	29
2024 Q1	$20.1M	Buy	+97,800	New	+$19.5M	0.63%	34
2014 Q3	–	Sell	-6,200	Closed	-$321K	–	63
2014 Q2	$321K	Buy	+6,200	New	+$308K	0.08%	63

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LGT Capital Partners's MRSH Position: Q1 2026 in Review

LGT Capital Partners reduced its Marsh (MRSH) stake by 7% in Q1 2026, selling an estimated $2.17M and leaving 161,143 shares worth $28M. The position accounts for 1.48% of the portfolio, ranked #26.

LGT Capital Partners first reported a position in MRSH in Q2 2014 and has held it in 10 quarters since. The position peaked at $37.7M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

LGT Capital Partners held 161,143 shares of Marsh worth $28M as of Q1 2026.
LGT Capital Partners sold 12,088 Marsh shares in Q1 2026, an estimated $2.17M.
Marsh made up 1.48% of LGT Capital Partners's portfolio in Q1 2026, its #26 holding.
LGT Capital Partners first reported a position in Marsh in Q2 2014 and has held it in 10 quarters since.
LGT Capital Partners's Marsh position peaked at $37.7M in Q3 2024.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on LGT Capital Partners's 13F filing for Q1 2026, filed 11 May 2026.