New Vernon Investment Management’s Marsh MRSH Stock Holding History

New Vernon Investment 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	$2.99M	Sell	17,221 -17,221	-50%	-$3.1M	3.17%	11
2025 Q4	$6.39M	Buy	34,442 +17,221	+100%	+$3.22M	6.22%	4
2025 Q3	$3.47M	Hold	17,221	–	–	3.24%	13
2025 Q2	$3.77M	Hold	17,221	–	–	4.38%	9
2025 Q1	$4.2M	Buy	17,221 +9,908	+135%	+$2.25M	5.62%	5
2024 Q4	$584K	Buy	+7,313	New	+$1.62M	0.77%	32
2019 Q3	–	Sell	-18,603	Closed	-$1.86M	–	40
2019 Q2	$1.86M	Hold	18,603	–	–	3.67%	12
2019 Q1	$1.75M	Sell	18,603 -689	-4%	-$60.9K	4.19%	10
2018 Q4	$1.54M	Sell	19,292 -2,984	-13%	-$249K	4.45%	9
2018 Q3	$1.84M	Hold	22,276	–	–	2.18%	18
2018 Q2	$1.83M	Hold	22,276	–	–	2.08%	19
2018 Q1	$1.84M	Buy	+22,276	New	+$1.85M	2.2%	22

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

New Vernon Investment Management's MRSH Position: Q1 2026 in Review

New Vernon Investment Management reduced its Marsh (MRSH) stake by 50% in Q1 2026, selling an estimated $3.1M and leaving 17,221 shares worth $2.99M. The position accounts for 3.17% of the portfolio, ranked #11.

New Vernon Investment Management first reported a position in MRSH in Q1 2018 and has held it in 12 quarters since. The position peaked at $6.39M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

New Vernon Investment Management held 17,221 shares of Marsh worth $2.99M as of Q1 2026.
New Vernon Investment Management sold 17,221 Marsh shares in Q1 2026, an estimated $3.1M.
Marsh made up 3.17% of New Vernon Investment Management's portfolio in Q1 2026, its #11 holding.
New Vernon Investment Management first reported a position in Marsh in Q1 2018 and has held it in 12 quarters since.
New Vernon Investment Management's Marsh position peaked at $6.39M in Q4 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.