Optima Capital’s Marsh MRSH Stock Holding History

Optima Capital’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	-36	Closed	-$6.68K	–	848
2025 Q4	$6.68K	Buy	+36	New	+$6.73K	﹤0.01%	577

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

Optima Capital's MRSH Position: Q1 2026 in Review

Optima Capital sold out of Marsh (MRSH) in Q1 2026, closing a stake of 36 shares — an estimated $6.68K sold.

Optima Capital first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $6.68K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Optima Capital reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 36 Marsh shares in Q1 2026, an estimated $6.68K.
Optima Capital first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
Optima Capital's Marsh position peaked at $6.68K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.