OTL
MRSH

Oak Thistle LLC’s Marsh MRSH Stock Holding History

Oak Thistle LLC’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 		– Sell
-16,107
Closed -$2.99M – 574
2025
Q4 		$2.99M Buy
16,107
+14,617
+981% +$2.73M 0.42% 33
2025
Q3 		$300K Sell
1,490
-12,767
-90% -$2.63M 0.05% 422
2025
Q2 		$3.12M Buy
14,257
+6,746
+90% +$1.52M 0.46% 42
2025
Q1 		$1.83M Sell
7,511
-2,222
-23% -$504K 0.37% 75
2024
Q4 		$2.07M Buy
9,733
+7,573
+351% +$1.68M 0.61% 24
2024
Q3 		$482K Buy
+2,160
New +$479K 0.16% 252

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

Oak Thistle LLC's MRSH Position: Q1 2026 in Review

Oak Thistle LLC sold out of Marsh (MRSH) in Q1 2026, closing a stake of 16,107 shares — an estimated $2.99M sold.

Oak Thistle LLC first reported a position in MRSH in Q3 2024 and held it in 6 quarters. The position peaked at $3.12M in Q2 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Oak Thistle LLC reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 16,107 Marsh shares in Q1 2026, an estimated $2.99M.
  • Oak Thistle LLC first reported a position in Marsh in Q3 2024 and held it in 6 quarters.
  • Oak Thistle LLC's Marsh position peaked at $3.12M in Q2 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.