Manchester Capital Management’s Marsh MRSH Stock Holding History

Manchester 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 Q1	$631K	Sell	3,639 -63	-2%	-$11.3K	0.09%	138
2025 Q4	$687K	Buy	3,702 +45	+1%	+$8.41K	0.09%	134
2025 Q3	$737K	Sell	3,657 -1,214	-25%	-$250K	0.1%	142
2025 Q2	$1.06M	Sell	4,871 -10	-0.2%	-$2.26K	0.14%	111
2025 Q1	$1.19M	Buy	4,881 +22	+0.5%	+$4.99K	0.15%	98
2024 Q4	$1.03M	Sell	4,859 -6	-0.1%	-$1.33K	0.12%	112
2024 Q3	$1.09M	Buy	4,865 +97	+2%	+$21.5K	0.13%	110
2024 Q2	$1M	Buy	4,768 +138	+3%	+$28.3K	0.12%	108
2024 Q1	$954K	Sell	4,630 -167	-3%	-$33.3K	0.12%	122
2023 Q4	$909K	Buy	4,797 +68	+1%	+$13.1K	0.12%	110
2023 Q3	$900K	Buy	4,729 +194	+4%	+$37.2K	0.13%	100
2023 Q2	$853K	Sell	4,535 -46	-1%	-$8.16K	0.11%	105
2023 Q1	$763K	Hold	4,581	–	–	0.1%	131
2022 Q4	$758K	Buy	4,581 +1,854	+68%	+$303K	0.11%	112
2022 Q3	$407K	Buy	2,727 +7	+0.3%	+$1.12K	0.07%	143
2022 Q2	$422K	Buy	2,720 +1,159	+74%	+$186K	0.07%	150
2022 Q1	$266K	Buy	1,561 +4	+0.3%	+$631	0.04%	220
2021 Q4	$271K	Hold	1,557	–	–	0.04%	233
2021 Q3	$236K	Sell	1,557 -11	-0.7%	-$1.66K	0.03%	260
2021 Q2	$221K	Buy	1,568 +66	+4%	+$8.85K	0.03%	251
2021 Q1	$183K	Buy	1,502 +14	+0.9%	+$1.61K	0.03%	265
2020 Q4	$174K	Sell	1,488 -5	-0.3%	-$568	0.03%	255
2020 Q3	$171K	Sell	1,493 -1,521	-50%	-$174K	0.03%	227
2020 Q2	$324K	Hold	3,014	–	–	0.04%	190
2020 Q1	$261K	Hold	3,014	–	–	0.04%	194
2019 Q4	$336K	Hold	3,014	–	–	0.04%	203
2019 Q3	$302K	Hold	3,014	–	–	0.04%	204
2019 Q2	$301K	Hold	3,014	–	–	0.04%	203
2019 Q1	$283K	Sell	3,014 -170	-5%	-$15K	0.04%	199
2018 Q4	$261K	Hold	3,184	–	–	0.04%	189
2018 Q3	$263K	Hold	3,184	–	–	0.04%	196
2018 Q2	$261K	Buy	3,184 +170	+6%	+$13.9K	0.04%	192
2018 Q1	$249K	Hold	3,014	–	–	0.04%	180
2017 Q4	$245K	Hold	3,014	–	–	0.04%	178
2017 Q3	$253K	Hold	3,014	–	–	0.04%	160
2017 Q2	$235K	Hold	3,014	–	–	0.04%	168
2017 Q1	$223K	Hold	3,014	–	–	0.04%	175
2016 Q4	$204K	Sell	3,014 -279	-8%	-$18.7K	0.03%	178
2016 Q3	$221K	Sell	3,293 -1,113	-25%	-$74.6K	0.03%	177
2016 Q2	$302K	Hold	4,406	–	–	0.04%	158
2016 Q1	$268K	Hold	4,406	–	–	0.04%	169
2015 Q4	$244K	Hold	4,406	–	–	0.03%	190
2015 Q3	$230K	Hold	4,406	–	–	0.04%	179
2015 Q2	$250K	Hold	4,406	–	–	0.04%	185
2015 Q1	$247K	Sell	4,406 -556	-11%	-$31.3K	0.04%	186
2014 Q4	$284K	Hold	4,962	–	–	0.04%	278
2014 Q3	$260K	Hold	4,962	–	–	0.03%	287
2014 Q2	$257K	Hold	4,962	–	–	0.03%	301
2014 Q1	$245K	Buy	4,962 +279	+6%	+$13.4K	0.04%	286
2013 Q4	$226K	Hold	4,683	–	–	0.04%	304
2013 Q3	$204K	Hold	4,683	–	–	0.04%	319
2013 Q2	$187K	Buy	+4,683	New	+$183K	0.03%	319

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

Manchester Capital Management's MRSH Position: Q1 2026 in Review

Manchester Capital Management reduced its Marsh (MRSH) stake by 1.7% in Q1 2026, selling an estimated $11.3K and leaving 3,639 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #138.

Manchester Capital Management first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Manchester Capital Management held 3,639 shares of Marsh worth $631K as of Q1 2026.
Manchester Capital Management sold 63 Marsh shares in Q1 2026, an estimated $11.3K.
Marsh made up 0.09% of Manchester Capital Management's portfolio in Q1 2026, its #138 holding.
Manchester Capital Management first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's Marsh position peaked at $1.19M in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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