MCM
MRSH

MAI Capital Management’s Marsh MRSH Stock Holding History

MAI Capital Management’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 		$3.09M Buy
18,518
+3,141
+20% +$525K 0.01% 581
2026
Q1 		$2.67M Buy
15,377
+3,150
+26% +$566K 0.02% 525
2025
Q4 		$2.27M Buy
12,227
+4,000
+49% +$748K 0.01% 543
2025
Q3 		$1.66M Buy
8,227
+10
+0.1% +$2.06K 0.01% 581
2025
Q2 		$1.8M Buy
8,217
+838
+11% +$189K 0.01% 511
2025
Q1 		$1.8M Buy
7,379
+106
+1% +$24.1K 0.01% 494
2024
Q4 		$1.54M Buy
7,273
+129
+2% +$28.6K 0.01% 528
2024
Q3 		$1.59M Sell
7,144
-4,474
-39% -$993K 0.02% 442
2024
Q2 		$2.45M Sell
11,618
-492
-4% -$101K 0.02% 373
2024
Q1 		$2.49M Buy
12,110
+713
+6% +$142K 0.03% 364
2023
Q4 		$2.16M Buy
11,397
+1,501
+15% +$290K 0.03% 311
2023
Q3 		$1.88M Buy
9,896
+1,352
+16% +$259K 0.03% 312
2023
Q2 		$1.61M Buy
8,544
+859
+11% +$152K 0.02% 345
2023
Q1 		$1.28M Sell
7,685
-465
-6% -$77.5K 0.02% 376
2022
Q4 		$1.35M Buy
8,150
+1,664
+26% +$272K 0.02% 355
2022
Q3 		$968K Buy
6,486
+3,045
+88% +$489K 0.02% 382
2022
Q2 		$534K Sell
3,441
-29
-0.8% -$4.65K 0.01% 530
2022
Q1 		$591K Sell
3,470
-161
-4% -$25.4K 0.01% 514
2021
Q4 		$631K Buy
3,631
+1,074
+42% +$178K 0.01% 506
2021
Q3 		$387K Buy
2,557
+191
+8% +$28.9K 0.01% 570
2021
Q2 		$333K Buy
2,366
+246
+12% +$33K 0.01% 573
2021
Q1 		$258K Buy
2,120
+270
+15% +$31.1K 0.01% 607
2020
Q4 		$216K Buy
+1,850
New +$210K 0.01% 605

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 $3.37T AUM 44.26% 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

MAI Capital Management's MRSH Position: Q2 2026 in Review

MAI Capital Management increased its Marsh (MRSH) stake by 20% in Q2 2026, buying an estimated $525K and bringing the position to 18,518 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #581.

MAI Capital Management first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • MAI Capital Management held 18,518 shares of Marsh worth $3.09M as of Q2 2026.
  • MAI Capital Management bought 3,141 Marsh shares in Q2 2026, an estimated $525K.
  • Marsh made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #581 holding.
  • MAI Capital Management first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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