Rafferty Asset Management
MRSH

Rafferty Asset Management’s Marsh MRSH Stock Holding History

Rafferty Asset 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 		$20.4M Sell
117,695
-31,761
-21% -$5.71M 0.08% 134
2025
Q4 		$27.7M Sell
149,456
-14,159
-9% -$2.65M 0.1% 120
2025
Q3 		$33M Sell
163,615
-211
-0.1% -$43.4K 0.11% 105
2025
Q2 		$35.8M Buy
163,826
+2,812
+2% +$635K 0.12% 96
2025
Q1 		$39.3M Sell
161,014
-12,259
-7% -$2.78M 0.17% 85
2024
Q4 		$36.8M Buy
173,273
+6,552
+4% +$1.45M 0.13% 94
2024
Q3 		$37.2M Sell
166,721
-6,586
-4% -$1.46M 0.13% 95
2024
Q2 		$36.5M Buy
173,307
+248
+0.1% +$50.9K 0.14% 88
2024
Q1 		$35.6M Sell
173,059
-1,718
-1% -$342K 0.13% 86
2023
Q4 		$33.1M Buy
174,777
+9,029
+5% +$1.74M 0.14% 88
2023
Q3 		$31.5M Buy
165,748
+7,019
+4% +$1.35M 0.19% 68
2023
Q2 		$29.9M Sell
158,729
-8,095
-5% -$1.44M 0.17% 73
2023
Q1 		$27.8M Sell
166,824
-24,215
-13% -$4.03M 0.19% 75
2022
Q4 		$31.6M Buy
191,039
+19,666
+11% +$3.22M 0.26% 64
2022
Q3 		$25.6M Buy
171,373
+12,021
+8% +$1.93M 0.27% 56
2022
Q2 		$24.7M Sell
159,352
-96,594
-38% -$15.5M 0.23% 59
2022
Q1 		$43.6M Sell
255,946
-12,386
-5% -$1.95M 0.26% 55
2021
Q4 		$46.6M Buy
268,332
+24,093
+10% +$4M 0.25% 58
2021
Q3 		$37M Sell
244,239
-44,885
-16% -$6.79M 0.25% 62
2021
Q2 		$40.7M Buy
289,124
+32,739
+13% +$4.39M 0.26% 61
2021
Q1 		$31.2M Buy
256,385
+44,304
+21% +$5.1M 0.21% 69
2020
Q4 		$24.8M Buy
212,081
+14,278
+7% +$1.62M 0.24% 72
2020
Q3 		$22.7M Buy
197,803
+90,996
+85% +$10.4M 0.27% 59
2020
Q2 		$11.5M Buy
106,807
+85,677
+405% +$8.67M 0.16% 84
2020
Q1 		$1.83M Sell
21,130
-62,118
-75% -$6.62M 0.08% 164
2019
Q4 		$9.28M Buy
83,248
+6,576
+9% +$687K 0.14% 82
2019
Q3 		$7.67M Sell
76,672
-11,200
-13% -$1.12M 0.12% 97
2019
Q2 		$8.77M Sell
87,872
-14,748
-14% -$1.41M 0.15% 77
2019
Q1 		$9.64M Buy
102,620
+14,418
+16% +$1.28M 0.16% 70
2018
Q4 		$7.03M Sell
88,202
-31,347
-26% -$2.61M 0.15% 69
2018
Q3 		$9.89M Sell
119,549
-13,544
-10% -$1.15M 0.15% 72
2018
Q2 		$10.9M Buy
133,093
+3,039
+2% +$248K 0.16% 75
2018
Q1 		$10.7M Sell
130,054
-9,383
-7% -$777K 0.16% 78
2017
Q4 		$11.3M Buy
139,437
+53,438
+62% +$4.44M 0.2% 63
2017
Q3 		$7.21M Buy
85,999
+9,642
+13% +$764K 0.16% 69
2017
Q2 		$5.95M Sell
76,357
-18,366
-19% -$1.39M 0.17% 68
2017
Q1 		$7M Buy
94,723
+68,449
+261% +$4.89M 0.15% 61
2016
Q4 		$1.78M Sell
26,274
-7,293
-22% -$489K 0.08% 124
2016
Q3 		$2.26M Sell
33,567
-22,727
-40% -$1.52M 0.08% 114
2016
Q2 		$3.85M Sell
56,294
-14,561
-21% -$935K 0.26% 52
2016
Q1 		$4.31M Buy
70,855
+23,206
+49% +$1.3M 0.23% 49
2015
Q4 		$2.67M Sell
47,649
-3,461
-7% -$191K 0.32% 71
2015
Q3 		$2.67M Sell
51,110
-7,116
-12% -$397K 0.21% 98
2015
Q2 		$3.3M Buy
58,226
+26,773
+85% +$1.55M 0.22% 61
2015
Q1 		$1.76M Buy
31,453
+15,149
+93% +$854K 0.13% 114
2014
Q4 		$933K Sell
16,304
-3,370
-17% -$185K 0.21% 110
2014
Q3 		$1.03M Sell
19,674
-7,156
-27% -$373K 0.11% 63
2014
Q2 		$1.39M Buy
26,830
+20,292
+310% +$1.01M 0.27% 63
2014
Q1 		$322K Sell
6,538
-4,337
-40% -$208K 0.07% 167
2013
Q4 		$526K Sell
10,875
-4,612
-30% -$214K 0.13% 92
2013
Q3 		$674K Sell
15,487
-7,070
-31% -$297K 0.13% 55
2013
Q2 		$900K Buy
+22,557
New +$883K 0.12% 89

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

Rafferty Asset Management's MRSH Position: Q1 2026 in Review

Rafferty Asset Management reduced its Marsh (MRSH) stake by 21% in Q1 2026, selling an estimated $5.71M and leaving 117,695 shares worth $20.4M. The position accounts for 0.08% of the portfolio, ranked #134.

Rafferty Asset Management first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.6M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Rafferty Asset Management held 117,695 shares of Marsh worth $20.4M as of Q1 2026.
  • Rafferty Asset Management sold 31,761 Marsh shares in Q1 2026, an estimated $5.71M.
  • Marsh made up 0.08% of Rafferty Asset Management's portfolio in Q1 2026, its #134 holding.
  • Rafferty Asset Management first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
  • Rafferty Asset Management's Marsh position peaked at $46.6M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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