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 Q2	$27.6M	Buy	165,663 +4,520	+3%	+$756K	1.4%	28
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 $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

LGT Capital Partners's MRSH Position: Q2 2026 in Review

LGT Capital Partners increased its Marsh (MRSH) stake by 2.8% in Q2 2026, buying an estimated $756K and bringing the position to 165,663 shares worth $27.6M. The position accounts for 1.4% of the portfolio, ranked #28.

LGT Capital Partners first reported a position in MRSH in Q2 2014 and has held it in 11 quarters since. The position peaked at $37.7M in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

LGT Capital Partners held 165,663 shares of Marsh worth $27.6M as of Q2 2026.
LGT Capital Partners bought 4,520 Marsh shares in Q2 2026, an estimated $756K.
Marsh made up 1.4% of LGT Capital Partners's portfolio in Q2 2026, its #28 holding.
LGT Capital Partners first reported a position in Marsh in Q2 2014 and has held it in 11 quarters since.
LGT Capital Partners's Marsh position peaked at $37.7M in Q3 2024.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LGT Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.