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LMCG Investments’s Marsh MRSH Stock Holding History

LMCG Investments’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 		$952K Hold
5,712
– – 0.05% 172
2026
Q1 		$991K Buy
+5,712
New +$1.03M 0.06% 159
2025
Q4 		– Sell
-5,928
Closed -$1.19M – 225
2025
Q3 		$1.19M Sell
5,928
-172
-3% -$35.4K 0.07% 151
2025
Q2 		$1.33M Sell
6,100
-656
-10% -$148K 0.08% 151
2025
Q1 		$1.65M Buy
6,756
+304
+5% +$69K 0.11% 147
2024
Q4 		$1.37M Sell
6,452
-220
-3% -$48.8K 0.08% 156
2024
Q3 		$1.49M Sell
6,672
-19
-0.3% -$4.22K 0.09% 143
2024
Q2 		$1.41M Sell
6,691
-260
-4% -$53.4K 0.08% 156
2024
Q1 		$1.43M Sell
6,951
-357
-5% -$71.2K 0.08% 160
2023
Q4 		$1.38M Sell
7,308
-375
-5% -$72.5K 0.09% 193
2023
Q3 		$1.46M Sell
7,683
-240
-3% -$46K 0.1% 179
2023
Q2 		$1.49M Sell
7,923
-55
-0.7% -$9.76K 0.1% 183
2023
Q1 		$1.33M Sell
7,978
-523
-6% -$87.1K 0.09% 195
2022
Q4 		$1.41M Sell
8,501
-475
-5% -$77.7K 0.1% 179
2022
Q3 		$1.34M Sell
8,976
-1,145
-11% -$184K 0.1% 201
2022
Q2 		$1.57M Sell
10,121
-269
-3% -$43.1K 0.11% 189
2022
Q1 		$1.77M Buy
+10,390
New +$1.64M 0.1% 191
2015
Q3 		$9.95M Sell
190,529
-1,927
-1% -$108K 0.21% 182
2015
Q2 		$10.9M Sell
192,456
-2,349
-1% -$136K 0.24% 158
2015
Q1 		$10.9M Sell
194,805
-3,364
-2% -$190K 0.23% 180
2014
Q4 		$11.3M Sell
198,169
-1,625
-0.8% -$89.1K 0.25% 166
2014
Q3 		$10.5M Sell
199,794
-3,855
-2% -$201K 0.23% 181
2014
Q2 		$10.6M Sell
203,649
-28,432
-12% -$1.41M 0.23% 185
2014
Q1 		$11.4M Sell
232,081
-2,192
-0.9% -$105K 0.25% 160
2013
Q4 		$11.3M Sell
234,273
-6,970
-3% -$323K 0.24% 168
2013
Q3 		$10.5M Sell
241,243
-10,538
-4% -$443K 0.25% 147
2013
Q2 		$10.1M Buy
+251,781
New +$9.85M 0.26% 138

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 $3.38T AUM 44.17% 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

LMCG Investments's MRSH Position: Q2 2026 in Review

LMCG Investments held its Marsh (MRSH) position steady in Q2 2026 at 5,712 shares worth $952K. The position accounts for 0.05% of the portfolio, ranked #172.

LMCG Investments first reported a position in MRSH in Q2 2013 and has held it in 27 quarters since. The position peaked at $11.4M in Q1 2014. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LMCG Investments held 5,712 shares of Marsh worth $952K as of Q2 2026.
  • LMCG Investments left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.05% of LMCG Investments's portfolio in Q2 2026, its #172 holding.
  • LMCG Investments first reported a position in Marsh in Q2 2013 and has held it in 27 quarters since.
  • LMCG Investments's Marsh position peaked at $11.4M in Q1 2014.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.