OCM
MRSH

Osterweis Capital Management’s Marsh MRSH Stock Holding History

Osterweis 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 		$85.5K Hold
513
– – ﹤0.01% 167
2026
Q1 		$89K Sell
513
-328
-39% -$59K ﹤0.01% 163
2025
Q4 		$156K Hold
841
– – 0.01% 151
2025
Q3 		$169K Sell
841
-86
-9% -$17.7K 0.01% 147
2025
Q2 		$203K Buy
927
+922
+18,440% +$208K 0.01% 137
2025
Q1 		$1.22K Buy
+5
New +$1.13K ﹤0.01% 218

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Osterweis Capital Management held its Marsh (MRSH) position steady in Q2 2026 at 513 shares worth $85.5K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Osterweis Capital Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $203K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Osterweis Capital Management held 513 shares of Marsh worth $85.5K as of Q2 2026.
  • Osterweis Capital Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #167 holding.
  • Osterweis Capital Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • Osterweis Capital Management's Marsh position peaked at $203K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.