ROC
MRSH

Running Oak Capital’s Marsh MRSH Stock Holding History

Running Oak Capital’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 		$10.3M Sell
62,053
-16,374
-21% -$2.74M 1.76% 32
2026
Q1 		$13.6M Buy
78,427
+3,682
+5% +$662K 1.84% 28
2025
Q4 		$13.9M Sell
74,745
-2,181
-3% -$408K 1.74% 40
2025
Q3 		$15.5M Buy
76,926
+4,484
+6% +$922K 1.74% 42
2025
Q2 		$15.8M Buy
72,442
+5,803
+9% +$1.31M 1.76% 45
2025
Q1 		$16.3M Buy
66,639
+4,633
+7% +$1.05M 1.96% 9
2024
Q4 		$13.2M Buy
62,006
+5,422
+10% +$1.2M 1.72% 36
2024
Q3 		$12.6M Buy
56,584
+900
+2% +$200K 1.71% 39
2024
Q2 		$11.7M Buy
55,684
+3,277
+6% +$673K 1.82% 21
2024
Q1 		$10.8M Buy
52,407
+5,491
+12% +$1.09M 1.73% 36
2023
Q4 		$8.89M Buy
46,916
+6,049
+15% +$1.17M 1.75% 37
2023
Q3 		$7.78M Sell
40,867
-551
-1% -$106K 1.99% 7
2023
Q2 		$7.79M Buy
41,418
+3,033
+8% +$538K 1.91% 19
2023
Q1 		$6.39M Sell
38,385
-479
-1% -$79.8K 1.82% 26
2022
Q4 		$6.43M Buy
38,864
+2,848
+8% +$466K 1.89% 22
2022
Q3 		$5.38M Buy
+36,016
New +$5.78M 1.86% 21
2021
Q2 		$5.78M Sell
41,075
-5,383
-12% -$722K 3.2% 13
2021
Q1 		$5.66M Buy
46,458
+4,427
+11% +$510K 1.72% 33
2020
Q4 		$4.92M Sell
42,031
-1,120
-3% -$127K 1.64% 39
2020
Q3 		$4.95M Buy
43,151
+328
+0.8% +$37.6K 1.8% 21
2020
Q2 		$4.6M Sell
42,823
-4,224
-9% -$428K 1.82% 17
2020
Q1 		$4.07M Sell
47,047
-1,433
-3% -$153K 1.76% 48
2019
Q4 		$5.4M Buy
+48,480
New +$5.06M 1.84% 10

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

Running Oak Capital's MRSH Position: Q2 2026 in Review

Running Oak Capital reduced its Marsh (MRSH) stake by 21% in Q2 2026, selling an estimated $2.74M and leaving 62,053 shares worth $10.3M. The position accounts for 1.76% of the portfolio, ranked #32.

Running Oak Capital first reported a position in MRSH in Q4 2019 and has held it in 23 quarters since. The position peaked at $16.3M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Running Oak Capital held 62,053 shares of Marsh worth $10.3M as of Q2 2026.
  • Running Oak Capital sold 16,374 Marsh shares in Q2 2026, an estimated $2.74M.
  • Marsh made up 1.76% of Running Oak Capital's portfolio in Q2 2026, its #32 holding.
  • Running Oak Capital first reported a position in Marsh in Q4 2019 and has held it in 23 quarters since.
  • Running Oak Capital's Marsh position peaked at $16.3M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.