MCM
MRSH

McRae Capital Management’s Marsh MRSH Stock Holding History

McRae 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 		$11.4M Buy
68,475
+716
+1% +$120K 2.25% 18
2026
Q1 		$11.8M Buy
67,759
+64,825
+2,209% +$11.7M 2.44% 17
2025
Q4 		$544K Buy
2,934
+170
+6% +$31.8K 0.11% 63
2025
Q3 		$557K Sell
2,764
-85
-3% -$17.5K 0.11% 68
2025
Q2 		$623K Sell
2,849
-50
-2% -$11.3K 0.13% 58
2025
Q1 		$708K Hold
2,899
– – 0.15% 56
2024
Q4 		$616K Hold
2,899
– – 0.12% 59
2024
Q3 		$647K Hold
2,899
– – 0.13% 57
2024
Q2 		$611K Buy
2,899
+196
+7% +$40.3K 0.14% 57
2024
Q1 		$557K Buy
+2,703
New +$539K 0.12% 63

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

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

McRae Capital Management increased its Marsh (MRSH) stake by 1.1% in Q2 2026, buying an estimated $120K and bringing the position to 68,475 shares worth $11.4M. The position accounts for 2.25% of the portfolio, ranked #18.

McRae Capital Management first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.8M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • McRae Capital Management held 68,475 shares of Marsh worth $11.4M as of Q2 2026.
  • McRae Capital Management bought 716 Marsh shares in Q2 2026, an estimated $120K.
  • Marsh made up 2.25% of McRae Capital Management's portfolio in Q2 2026, its #18 holding.
  • McRae Capital Management first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • McRae Capital Management's Marsh position peaked at $11.8M in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.