Rockefeller Capital Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13M | Sell |
74,696
-4,195
| -5% | -$754K | 0.02% | 589 |
|
|
2025
Q4 | $14.6M | Sell |
78,891
-3,503
| -4% | -$655K | 0.03% | 523 |
|
|
2025
Q3 | $16.6M | Buy |
82,394
+3,729
| +5% | +$767K | 0.03% | 473 |
|
|
2025
Q2 | $17.6M | Buy |
78,665
+14,211
| +22% | +$3.21M | 0.04% | 427 |
|
|
2025
Q1 | $15.7M | Sell |
64,454
-3,253
| -5% | -$738K | 0.04% | 426 |
|
|
2024
Q4 | $14.4M | Buy |
67,707
+5
| +0% | +$1.11K | 0.04% | 435 |
|
|
2024
Q3 | $15.1M | Sell |
67,702
-3,562
| -5% | -$791K | 0.04% | 418 |
|
|
2024
Q2 | $15M | Sell |
71,264
-340
| -0.5% | -$69.8K | 0.04% | 398 |
|
|
2024
Q1 | $14.7M | Buy |
71,604
+16,026
| +29% | +$3.19M | 0.04% | 405 |
|
|
2023
Q4 | $10.5M | Buy |
55,578
+1,911
| +4% | +$369K | 0.04% | 440 |
|
|
2023
Q3 | $10.2M | Sell |
53,667
-3,032
| -5% | -$581K | 0.04% | 414 |
|
|
2023
Q2 | $10.7M | Sell |
56,699
-251
| -0.4% | -$44.5K | 0.04% | 411 |
|
|
2023
Q1 | $9.48M | Buy |
56,950
+1,120
| +2% | +$187K | 0.04% | 421 |
|
|
2022
Q4 | $9.24M | Buy |
55,830
+2,055
| +4% | +$336K | 0.05% | 381 |
|
|
2022
Q3 | $8.03M | Buy |
53,775
+445
| +0.8% | +$71.4K | 0.04% | 414 |
|
|
2022
Q2 | $8.28M | Sell |
53,330
-5,465
| -9% | -$876K | 0.04% | 391 |
|
|
2022
Q1 | $10M | Sell |
58,795
-422
| -0.7% | -$66.5K | 0.05% | 363 |
|
|
2021
Q4 | $10.3M | Buy |
59,217
+7,511
| +15% | +$1.25M | 0.05% | 347 |
|
|
2021
Q3 | $7.83M | Buy |
51,706
+2,085
| +4% | +$315K | 0.04% | 361 |
|
|
2021
Q2 | $6.98M | Buy |
49,621
+8,738
| +21% | +$1.17M | 0.04% | 371 |
|
|
2021
Q1 | $4.98M | Buy |
40,883
+670
| +2% | +$77.2K | 0.03% | 369 |
|
|
2020
Q4 | $4.7M | Buy |
40,213
+6,734
| +20% | +$765K | 0.04% | 338 |
|
|
2020
Q3 | $3.84M | Buy |
33,479
+2,117
| +7% | +$243K | 0.04% | 309 |
|
|
2020
Q2 | $3.37M | Buy |
31,362
+1,107
| +4% | +$112K | 0.04% | 301 |
|
|
2020
Q1 | $2.62M | Buy |
30,255
+1,367
| +5% | +$146K | 0.03% | 300 |
|
|
2019
Q4 | $3.22M | Buy |
28,888
+99
| +0.3% | +$10.3K | 0.04% | 265 |
|
|
2019
Q3 | $2.88M | Buy |
28,789
+372
| +1% | +$37.2K | 0.04% | 245 |
|
|
2019
Q2 | $2.83M | Buy |
28,417
+2,751
| +11% | +$263K | 0.04% | 211 |
|
|
2019
Q1 | $2.41M | Buy |
25,666
+9,629
| +60% | +$852K | 0.03% | 234 |
|
|
2018
Q4 | $1.28M | Buy |
16,037
+15,990
| +34,021% | +$1.33M | 0.02% | 217 |
|
|
2018
Q3 | $4K | Sell |
47
-550
| -92% | -$46.6K | ﹤0.01% | 695 |
|
|
2018
Q2 | $49K | Buy |
+597
| New | +$48.7K | ﹤0.01% | 451 |
|
Other funds holding MRSH
VCM
VPM
Rockefeller Capital Management's MRSH Position: Q1 2026 in Review
Rockefeller Capital Management reduced its Marsh (MRSH) stake by 5.3% in Q1 2026, selling an estimated $754K and leaving 74,696 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #589.
Rockefeller Capital Management first reported a position in MRSH in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.6M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Rockefeller Capital Management held 74,696 shares of Marsh worth $13M as of Q1 2026.
- Rockefeller Capital Management sold 4,195 Marsh shares in Q1 2026, an estimated $754K.
- Marsh made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #589 holding.
- Rockefeller Capital Management first reported a position in Marsh in Q2 2018 and has held it in 32 quarters since.
- Rockefeller Capital Management's Marsh position peaked at $17.6M in Q2 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.