Luther King Capital Management (LKCM)’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.74M | Sell |
34,426
-2,635
| -7% | -$440K | 0.02% | 252 |
|
|
2026
Q1 | $6.43M | Buy |
37,061
+179
| +0.5% | +$32.2K | 0.03% | 222 |
|
|
2025
Q4 | $6.84M | Sell |
36,882
-15,956
| -30% | -$2.98M | 0.03% | 211 |
|
|
2025
Q3 | $10.6M | Buy |
52,838
+613
| +1% | +$126K | 0.04% | 169 |
|
|
2025
Q2 | $11.4M | Sell |
52,225
-17
| -0% | -$3.84K | 0.05% | 163 |
|
|
2025
Q1 | $12.7M | Sell |
52,242
-2,954
| -5% | -$670K | 0.06% | 152 |
|
|
2024
Q4 | $11.7M | Sell |
55,196
-2,550
| -4% | -$566K | 0.05% | 154 |
|
|
2024
Q3 | $12.9M | Buy |
57,746
+214
| +0.4% | +$47.5K | 0.06% | 144 |
|
|
2024
Q2 | $12.1M | Buy |
57,532
+43,618
| +313% | +$8.96M | 0.05% | 143 |
|
|
2024
Q1 | $2.87M | Sell |
13,914
-70
| -0.5% | -$14K | 0.01% | 285 |
|
|
2023
Q4 | $2.65M | Buy |
13,984
+7,840
| +128% | +$1.51M | 0.01% | 288 |
|
|
2023
Q3 | $1.17M | Buy |
6,144
+1,462
| +31% | +$280K | 0.01% | 376 |
|
|
2023
Q2 | $881K | Buy |
4,682
+26
| +0.6% | +$4.61K | ﹤0.01% | 418 |
|
|
2023
Q1 | $775K | Sell |
4,656
-8
| -0.2% | -$1.33K | ﹤0.01% | 416 |
|
|
2022
Q4 | $772K | Sell |
4,664
-55
| -1% | -$8.99K | ﹤0.01% | 407 |
|
|
2022
Q3 | $704K | Buy |
4,719
+433
| +10% | +$69.5K | ﹤0.01% | 410 |
|
|
2022
Q2 | $665K | Buy |
4,286
+143
| +3% | +$22.9K | ﹤0.01% | 445 |
|
|
2022
Q1 | $706K | Sell |
4,143
-5
| -0.1% | -$788 | ﹤0.01% | 439 |
|
|
2021
Q4 | $721K | Buy |
4,148
+28
| +0.7% | +$4.65K | ﹤0.01% | 450 |
|
|
2021
Q3 | $624K | Hold |
4,120
| – | – | ﹤0.01% | 461 |
|
|
2021
Q2 | $580K | Buy |
4,120
+1,722
| +72% | +$231K | ﹤0.01% | 486 |
|
|
2021
Q1 | $292K | Buy |
2,398
+298
| +14% | +$34.3K | ﹤0.01% | 505 |
|
|
2020
Q4 | $246K | Sell |
2,100
-41
| -2% | -$4.66K | ﹤0.01% | 514 |
|
|
2020
Q3 | $246K | Sell |
2,141
-3,459
| -62% | -$396K | ﹤0.01% | 487 |
|
|
2020
Q2 | $601K | Sell |
5,600
-308
| -5% | -$31.2K | ﹤0.01% | 379 |
|
|
2020
Q1 | $511K | Sell |
5,908
-300
| -5% | -$32K | ﹤0.01% | 384 |
|
|
2019
Q4 | $692K | Sell |
6,208
-280
| -4% | -$29.2K | ﹤0.01% | 378 |
|
|
2019
Q3 | $649K | Sell |
6,488
-22
| -0.3% | -$2.2K | ﹤0.01% | 372 |
|
|
2019
Q2 | $649K | Hold |
6,510
| – | – | ﹤0.01% | 366 |
|
|
2019
Q1 | $611K | Buy |
6,510
+308
| +5% | +$27.2K | ﹤0.01% | 383 |
|
|
2018
Q4 | $495K | Sell |
6,202
-1,040
| -14% | -$86.7K | ﹤0.01% | 399 |
|
|
2018
Q3 | $599K | Sell |
7,242
-88
| -1% | -$7.46K | ﹤0.01% | 411 |
|
|
2018
Q2 | $601K | Sell |
7,330
-500
| -6% | -$40.8K | ﹤0.01% | 401 |
|
|
2018
Q1 | $647K | Buy |
7,830
+5,100
| +187% | +$422K | 0.01% | 393 |
|
|
2017
Q4 | $222K | Buy |
+2,730
| New | +$227K | ﹤0.01% | 495 |
|
Other funds holding MRSH
Luther King Capital Management (LKCM)'s MRSH Position: Q2 2026 in Review
Luther King Capital Management (LKCM) reduced its Marsh (MRSH) stake by 7.1% in Q2 2026, selling an estimated $440K and leaving 34,426 shares worth $5.74M. The position accounts for 0.02% of the portfolio, ranked #252.
Luther King Capital Management (LKCM) first reported a position in MRSH in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.9M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Luther King Capital Management (LKCM) held 34,426 shares of Marsh worth $5.74M as of Q2 2026.
- Luther King Capital Management (LKCM) sold 2,635 Marsh shares in Q2 2026, an estimated $440K.
- Marsh made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #252 holding.
- Luther King Capital Management (LKCM) first reported a position in Marsh in Q4 2017 and has held it in 35 quarters since.
- Luther King Capital Management (LKCM)'s Marsh position peaked at $12.9M in Q3 2024.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.