Northside Capital Management’s Marsh MRSH Stock Holding History

Northside 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	–	Sell	-1,535	Closed	-$266K	–	194
2026 Q1	$266K	Buy	1,535 +350	+30%	+$62.9K	0.02%	168
2025 Q4	$220K	Hold	1,185	–	–	0.02%	179
2025 Q3	$239K	Hold	1,185	–	–	0.02%	179
2025 Q2	$259K	Hold	1,185	–	–	0.02%	168
2025 Q1	$289K	Hold	1,185	–	–	0.05%	92
2024 Q4	$252K	Hold	1,185	–	–	0.07%	96
2024 Q3	$264K	Hold	1,185	–	–	0.04%	94
2024 Q2	$250K	Sell	1,185 -50	-4%	-$10.3K	0.04%	89
2024 Q1	$254K	Hold	1,235	–	–	0.05%	91
2023 Q4	$234K	Hold	1,235	–	–	0.07%	97
2023 Q3	$235K	Hold	1,235	–	–	0.05%	90
2023 Q2	$232K	Hold	1,235	–	–	0.08%	88
2023 Q1	$206K	Hold	1,235	–	–	0.06%	90
2022 Q4	$204K	Buy	+1,235	New	+$202K	0.06%	92
2021 Q3	–	Sell	-1,787	Closed	-$251K	–	96
2021 Q2	$251K	Hold	1,787	–	–	0.06%	80
2021 Q1	$218K	Buy	+1,787	New	+$206K	0.06%	81

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Northside Capital Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,535 shares — an estimated $266K sold.

Northside Capital Management first reported a position in MRSH in Q1 2021 and held it in 16 quarters. The position peaked at $289K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Northside Capital Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Northside Capital Management sold 1,535 Marsh shares in Q2 2026, an estimated $266K.
Northside Capital Management first reported a position in Marsh in Q1 2021 and held it in 16 quarters.
Northside Capital Management's Marsh position peaked at $289K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.