PCM
MRSH

Pointe Capital Management’s Marsh MRSH Stock Holding History

Pointe 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
Q1 		– Sell
-1,197
Closed -$222K – 162
2025
Q4 		$222K Sell
1,197
-195
-14% -$36.4K 0.11% 146
2025
Q3 		$281K Hold
1,392
– – 0.14% 132
2025
Q2 		$304K Hold
1,392
– – 0.16% 124
2025
Q1 		$340K Hold
1,392
– – 0.2% 113
2024
Q4 		$296K Buy
1,392
+22
+2% +$4.88K 0.17% 121
2024
Q3 		$306K Buy
1,370
+124
+10% +$27.5K 0.18% 120
2024
Q2 		$263K Hold
1,246
– – 0.16% 126
2024
Q1 		$257K Hold
1,246
– – 0.16% 134
2023
Q4 		$236K Buy
1,246
+17
+1% +$3.29K 0.16% 133
2023
Q3 		$234K Buy
1,229
+9
+0.7% +$1.73K 0.17% 124
2023
Q2 		$229K Sell
1,220
-67
-5% -$11.9K 0.17% 130
2023
Q1 		$214K Sell
1,287
-977
-43% -$163K 0.15% 138
2022
Q4 		$375K Hold
2,264
– – 0.29% 89
2022
Q3 		$338K Buy
2,264
+31
+1% +$4.97K 0.27% 94
2022
Q2 		$347K Hold
2,233
– – 0.26% 100
2022
Q1 		$381K Buy
2,233
+68
+3% +$10.7K 0.24% 106
2021
Q4 		$376K Buy
2,165
+89
+4% +$14.8K 0.23% 108
2021
Q3 		$314K Buy
2,076
+517
+33% +$78.2K 0.22% 112
2021
Q2 		$219K Buy
+1,559
New +$209K 0.15% 134
2015
Q4 		– Sell
-8,280
Closed -$432K – 157
2015
Q3 		$432K Hold
8,280
– – 0.26% 99
2015
Q2 		$469K Buy
8,280
+2,475
+43% +$143K 0.21% 103
2015
Q1 		$326K Buy
+5,805
New +$327K 0.15% 121

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

Pointe Capital Management's MRSH Position: Q1 2026 in Review

Pointe Capital Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,197 shares — an estimated $222K sold.

Pointe Capital Management first reported a position in MRSH in Q1 2015 and held it in 22 quarters. The position peaked at $469K in Q2 2015. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Pointe Capital Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Pointe Capital Management sold 1,197 Marsh shares in Q1 2026, an estimated $222K.
  • Pointe Capital Management first reported a position in Marsh in Q1 2015 and held it in 22 quarters.
  • Pointe Capital Management's Marsh position peaked at $469K in Q2 2015.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.