OC
MRSH

Oppenheimer & Co’s Marsh MRSH Stock Holding History

Oppenheimer & 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 		$787K Sell
4,536
-432
-9% -$77.7K 0.01% 980
2025
Q4 		$922K Sell
4,968
-47
-0.9% -$8.79K 0.01% 837
2025
Q3 		$1.01M Sell
5,015
-918
-15% -$189K 0.01% 881
2025
Q2 		$1.3M Buy
5,933
+107
+2% +$24.2K 0.02% 737
2025
Q1 		$1.42M Buy
5,826
+323
+6% +$73.3K 0.02% 657
2024
Q4 		$1.17M Sell
5,503
-23
-0.4% -$5.1K 0.02% 726
2024
Q3 		$1.23M Buy
5,526
+122
+2% +$27.1K 0.02% 722
2024
Q2 		$1.14M Buy
5,404
+1,024
+23% +$210K 0.02% 722
2024
Q1 		$902K Sell
4,380
-53
-1% -$10.6K 0.02% 776
2023
Q4 		$840K Sell
4,433
-238
-5% -$46K 0.02% 769
2023
Q3 		$889K Sell
4,671
-56
-1% -$10.7K 0.02% 711
2023
Q2 		$889K Buy
4,727
+10
+0.2% +$1.77K 0.02% 749
2023
Q1 		$786K Sell
4,717
-126
-3% -$21K 0.02% 778
2022
Q4 		$801K Buy
4,843
+80
+2% +$13.1K 0.02% 761
2022
Q3 		$711K Hold
4,763
– – 0.02% 767
2022
Q2 		$739K Sell
4,763
-25
-0.5% -$4.01K 0.02% 789
2022
Q1 		$816K Buy
4,788
+17
+0.4% +$2.68K 0.01% 822
2021
Q4 		$829K Buy
4,771
+109
+2% +$18.1K 0.01% 855
2021
Q3 		$706K Hold
4,662
– – 0.01% 876
2021
Q2 		$656K Sell
4,662
-30
-0.6% -$4.02K 0.01% 907
2021
Q1 		$571K Buy
4,692
+17
+0.4% +$1.96K 0.01% 911
2020
Q4 		$547K Buy
4,675
+46
+1% +$5.23K 0.01% 855
2020
Q3 		$531K Buy
4,629
+130
+3% +$14.9K 0.01% 786
2020
Q2 		$483K Sell
4,499
-795
-15% -$80.5K 0.01% 818
2020
Q1 		$458K Sell
5,294
-661
-11% -$70.5K 0.01% 765
2019
Q4 		$663K Sell
5,955
-252
-4% -$26.3K 0.02% 745
2019
Q3 		$621K Sell
6,207
-3,014
-33% -$301K 0.02% 723
2019
Q2 		$920K Buy
9,221
+3,712
+67% +$355K 0.03% 621
2019
Q1 		$517K Buy
5,509
+317
+6% +$28K 0.01% 808
2018
Q4 		$414K Sell
5,192
-5,663
-52% -$472K 0.01% 807
2018
Q3 		$898K Sell
10,855
-113
-1% -$9.57K 0.02% 632
2018
Q2 		$899K Sell
10,968
-307
-3% -$25.1K 0.02% 635
2018
Q1 		$931K Sell
11,275
-4,272
-27% -$354K 0.02% 635
2017
Q4 		$1.26M Sell
15,547
-212
-1% -$17.6K 0.03% 530
2017
Q3 		$1.32M Buy
15,759
+675
+4% +$53.5K 0.04% 517
2017
Q2 		$1.18M Buy
15,084
+8,740
+138% +$660K 0.03% 538
2017
Q1 		$469K Buy
6,344
+854
+16% +$61K 0.01% 824
2016
Q4 		$371K Sell
5,490
-415
-7% -$27.8K 0.01% 917
2016
Q3 		$397K Sell
5,905
-111
-2% -$7.43K 0.01% 893
2016
Q2 		$411K Sell
6,016
-1,713
-22% -$110K 0.01% 857
2016
Q1 		$470K Hold
7,729
– – 0.01% 778
2015
Q4 		$429K Sell
7,729
-1,005
-12% -$55.4K 0.01% 822
2015
Q3 		$456K Sell
8,734
-100
-1% -$5.58K 0.01% 843
2015
Q2 		$501K Buy
8,834
+1,096
+14% +$63.3K 0.01% 873
2015
Q1 		$434K Buy
7,738
+3,762
+95% +$212K 0.01% 932
2014
Q4 		$228K Buy
3,976
+55
+1% +$3.02K 0.01% 1152
2014
Q3 		$205K Buy
+3,921
New +$204K 0.01% 1239

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

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

Oppenheimer & Co reduced its Marsh (MRSH) stake by 8.7% in Q1 2026, selling an estimated $77.7K and leaving 4,536 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #980.

Oppenheimer & Co first reported a position in MRSH in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.42M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Oppenheimer & Co held 4,536 shares of Marsh worth $787K as of Q1 2026.
  • Oppenheimer & Co sold 432 Marsh shares in Q1 2026, an estimated $77.7K.
  • Marsh made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #980 holding.
  • Oppenheimer & Co first reported a position in Marsh in Q3 2014 and has held it in 47 quarters since.
  • Oppenheimer & Co's Marsh position peaked at $1.42M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.