MA
MRSH

Montag & Associates’s Marsh MRSH Stock Holding History

Montag & Associates’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 		$429K Hold
2,475
– – 0.02% 326
2025
Q4 		$459K Hold
2,475
– – 0.02% 307
2025
Q3 		$499K Hold
2,475
– – 0.02% 307
2025
Q2 		$541K Hold
2,475
– – 0.03% 298
2025
Q1 		$604K Sell
2,475
-325
-12% -$73.7K 0.03% 293
2024
Q4 		$595K Hold
2,800
– – 0.03% 305
2024
Q3 		$625K Hold
2,800
– – 0.03% 302
2024
Q2 		$590K Hold
2,800
– – 0.03% 291
2024
Q1 		$577K Hold
2,800
– – 0.03% 304
2023
Q4 		$531K Sell
2,800
-127
-4% -$24.5K 0.03% 294
2023
Q3 		$557K Hold
2,927
– – 0.04% 277
2023
Q2 		$551K Hold
2,927
– – 0.03% 274
2023
Q1 		$487K Hold
2,927
– – 0.03% 282
2022
Q4 		$484K Sell
2,927
-75
-2% -$12.3K 0.03% 268
2022
Q3 		$448K Sell
3,002
-134
-4% -$21.5K 0.03% 270
2022
Q2 		$487K Hold
3,136
– – 0.03% 267
2022
Q1 		$534K Hold
3,136
– – 0.03% 284
2021
Q4 		$545K Buy
3,136
+784
+33% +$130K 0.03% 289
2021
Q3 		$356K Buy
2,352
+150
+7% +$22.7K 0.02% 322
2021
Q2 		$310K Hold
2,202
– – 0.02% 339
2021
Q1 		$268K Hold
2,202
– – 0.02% 349
2020
Q4 		$258K Hold
2,202
– – 0.02% 331
2020
Q3 		$253K Hold
2,202
– – 0.02% 275
2020
Q2 		$236K Buy
+2,202
New +$223K 0.02% 280
2020
Q1 		– Sell
-2,202
Closed -$245K – 296
2019
Q4 		$245K Hold
2,202
– – 0.02% 278
2019
Q3 		$220K Sell
2,202
-27
-1% -$2.7K 0.02% 282
2019
Q2 		$222K Buy
2,229
+27
+1% +$2.58K 0.02% 288
2019
Q1 		$207K Buy
+2,202
New +$195K 0.02% 294
2017
Q1 		– Sell
-5,260
Closed -$356K – 243
2016
Q4 		$356K Buy
5,260
+16
+0.3% +$1.07K 0.04% 200
2016
Q3 		$353K Buy
+5,244
New +$351K 0.04% 198

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montag & Associates's MRSH Position: Q1 2026 in Review

Montag & Associates held its Marsh (MRSH) position steady in Q1 2026 at 2,475 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #326.

Montag & Associates first reported a position in MRSH in Q3 2016 and has held it in 30 quarters since. The position peaked at $625K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Montag & Associates held 2,475 shares of Marsh worth $429K as of Q1 2026.
  • Montag & Associates left its Marsh share count unchanged in Q1 2026.
  • Marsh made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #326 holding.
  • Montag & Associates first reported a position in Marsh in Q3 2016 and has held it in 30 quarters since.
  • Montag & Associates's Marsh position peaked at $625K in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.