RS
MRSH

R Squared’s Marsh MRSH Stock Holding History

R Squared’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
-10,685
Closed -$1.98M – 600
2025
Q4 		$1.98M Buy
10,685
+4,651
+77% +$869K 0.93% 10
2025
Q3 		$1.22M Buy
6,034
+399
+7% +$82.1K 0.52% 32
2025
Q2 		$1.23M Buy
+5,635
New +$1.27M 0.68% 29
2025
Q1 		– Sell
-3,190
Closed -$678K – 1008
2024
Q4 		$678K Buy
+3,190
New +$708K 0.66% 14

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

R Squared's MRSH Position: Q1 2026 in Review

R Squared sold out of Marsh (MRSH) in Q1 2026, closing a stake of 10,685 shares — an estimated $1.98M sold.

R Squared first reported a position in MRSH in Q4 2024 and held it in 4 quarters. The position peaked at $1.98M in Q4 2025. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • R Squared reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 10,685 Marsh shares in Q1 2026, an estimated $1.98M.
  • R Squared first reported a position in Marsh in Q4 2024 and held it in 4 quarters.
  • R Squared's Marsh position peaked at $1.98M in Q4 2025.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.