Middleton & Co’s Marsh MRSH Stock Holding History

Middleton & Co’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	$1.06M	Buy	6,116 +3,673	+150%	+$660K	0.12%	94
2025 Q4	$453K	Buy	2,443 +808	+49%	+$151K	0.05%	116
2025 Q3	$330K	Buy	+1,635	New	+$336K	0.04%	136
2025 Q2	–	Sell	-910	Closed	-$222K	–	164
2025 Q1	$222K	Buy	+910	New	+$206K	0.03%	150
2024 Q4	–	Sell	-1,060	Closed	-$236K	–	166
2024 Q3	$236K	Hold	1,060	–	–	0.03%	147
2024 Q2	$223K	Sell	1,060 -50	-5%	-$10.3K	0.03%	151
2024 Q1	$229K	Hold	1,110	–	–	0.03%	155
2023 Q4	$210K	Sell	1,110 -100	-8%	-$19.3K	0.03%	151
2023 Q3	$230K	Hold	1,210	–	–	0.03%	139
2023 Q2	$228K	Hold	1,210	–	–	0.03%	146
2023 Q1	$202K	Hold	1,210	–	–	0.03%	153
2022 Q4	$200K	Buy	+1,210	New	+$198K	0.03%	156
2022 Q3	–	Sell	-1,410	Closed	-$219K	–	157
2022 Q2	$219K	Hold	1,410	–	–	0.03%	148
2022 Q1	$240K	Hold	1,410	–	–	0.03%	151
2021 Q4	$245K	Hold	1,410	–	–	0.02%	149
2021 Q3	$214K	Buy	+1,410	New	+$213K	0.02%	153

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

Middleton & Co's MRSH Position: Q1 2026 in Review

Middleton & Co increased its Marsh (MRSH) stake by 150% in Q1 2026, buying an estimated $660K and bringing the position to 6,116 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #94.

Middleton & Co first reported a position in MRSH in Q3 2021 and has held it in 16 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Middleton & Co held 6,116 shares of Marsh worth $1.06M as of Q1 2026.
Middleton & Co bought 3,673 Marsh shares in Q1 2026, an estimated $660K.
Marsh made up 0.12% of Middleton & Co's portfolio in Q1 2026, its #94 holding.
Middleton & Co first reported a position in Marsh in Q3 2021 and has held it in 16 quarters since.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.