Shelton Capital Management’s Marsh MRSH Stock Holding History

Shelton 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 Q2	$1.38M	Sell	8,250 -89	-1%	-$14.9K	0.03%	229
2026 Q1	$1.45M	Sell	8,339 -75	-0.9%	-$13.5K	0.03%	245
2025 Q4	$1.56M	Sell	8,414 -3,768	-31%	-$704K	0.03%	242
2025 Q3	$2.46M	Buy	12,182 +5,697	+88%	+$1.17M	0.05%	201
2025 Q2	$1.42M	Sell	6,485 -31	-0.5%	-$7K	0.03%	249
2025 Q1	$1.59M	Sell	6,516 -82	-1%	-$18.6K	0.04%	238
2024 Q4	$1.4M	Hold	6,598	–	–	0.03%	248
2024 Q3	$1.47M	Sell	6,598 -10,387	-61%	-$2.31M	0.04%	256
2024 Q2	$3.58M	Sell	16,985 -12,370	-42%	-$2.54M	0.1%	189
2024 Q1	$6.05M	Buy	29,355 +5,038	+21%	+$1M	0.17%	132
2023 Q4	$4.61M	Buy	24,317 +10,168	+72%	+$1.96M	0.15%	161
2023 Q3	$2.69M	Hold	14,149	–	–	0.1%	213
2023 Q2	$2.66M	Buy	14,149 +11,056	+357%	+$1.96M	0.1%	208
2023 Q1	$515K	Sell	3,093 -65	-2%	-$10.8K	0.02%	303
2022 Q4	$523K	Sell	3,158 -2,700	-46%	-$441K	0.05%	266
2022 Q3	$875K	Sell	5,858 -57	-1%	-$9.15K	0.04%	253
2022 Q2	$918K	Hold	5,915	–	–	0.04%	266
2022 Q1	$1.01M	Hold	5,915	–	–	0.04%	272
2021 Q4	$1.03M	Sell	5,915 -397	-6%	-$65.9K	0.04%	272
2021 Q3	$956K	Hold	6,312	–	–	0.04%	275
2021 Q2	$888K	Sell	6,312 -6,312	-50%	-$846K	0.03%	285
2021 Q1	$1.54M	Buy	12,624 +6,153	+95%	+$709K	0.05%	263
2020 Q4	$757K	Sell	6,471 -4,700	-42%	-$534K	0.03%	288
2020 Q3	$1.28M	Buy	11,171 +4,700	+73%	+$539K	0.05%	318
2020 Q2	$695K	Sell	6,471 -104	-2%	-$10.5K	0.04%	280
2020 Q1	$568K	Sell	6,575 -600	-8%	-$64K	0.04%	270
2019 Q4	$799K	Sell	7,175 -450	-6%	-$47K	0.04%	262
2019 Q3	$763K	Hold	7,625	–	–	0.05%	258
2019 Q2	$761K	Buy	7,625 +6,909	+965%	+$661K	0.04%	265
2019 Q1	$7.63K	Sell	716 -6,909	-91%	-$611K	0.03%	473
2018 Q4	$608K	Sell	7,625 -300	-4%	-$25K	0.04%	274
2018 Q3	$656K	Sell	7,925 -200	-2%	-$16.9K	0.04%	296
2018 Q2	$666K	Sell	8,125 -300	-4%	-$24.5K	0.04%	286
2018 Q1	$696K	Hold	8,425	–	–	0.05%	285
2017 Q4	$686K	Hold	8,425	–	–	0.04%	291
2017 Q3	$706K	Sell	8,425 -500	-6%	-$39.6K	0.05%	284
2017 Q2	$696K	Sell	8,925 -100	-1%	-$7.55K	0.05%	286
2017 Q1	$667K	Hold	9,025	–	–	0.05%	296
2016 Q4	$610K	Hold	9,025	–	–	0.05%	315
2016 Q3	$607K	Sell	9,025 -300	-3%	-$20.1K	0.05%	306
2016 Q2	$638K	Buy	9,325 +2,500	+37%	+$161K	0.06%	305
2016 Q1	$415K	Buy	6,825 +1,500	+28%	+$84K	0.04%	426
2015 Q4	$295K	Sell	5,325 -13,100	-71%	-$722K	0.03%	546
2015 Q3	$962K	Hold	18,425	–	–	0.11%	183
2015 Q2	$1.04M	Hold	18,425	–	–	0.11%	176
2015 Q1	$1.03M	Buy	18,425 +800	+5%	+$45.1K	0.11%	183
2014 Q4	$1.01M	Hold	17,625	–	–	0.12%	176
2014 Q3	$922K	Hold	17,625	–	–	0.12%	164
2014 Q2	$913K	Hold	17,625	–	–	0.13%	165
2014 Q1	$869K	Hold	17,625	–	–	0.13%	165
2013 Q4	$852K	Hold	17,625	–	–	0.13%	161
2013 Q3	$768K	Hold	17,625	–	–	0.13%	165
2013 Q2	$704K	Buy	+17,625	New	+$690K	0.13%	166

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Shelton Capital Management's MRSH Position: Q2 2026 in Review

Shelton Capital Management reduced its Marsh (MRSH) stake by 1.1% in Q2 2026, selling an estimated $14.9K and leaving 8,250 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #229.

Shelton Capital Management first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.05M in Q1 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Shelton Capital Management held 8,250 shares of Marsh worth $1.38M as of Q2 2026.
Shelton Capital Management sold 89 Marsh shares in Q2 2026, an estimated $14.9K.
Marsh made up 0.03% of Shelton Capital Management's portfolio in Q2 2026, its #229 holding.
Shelton Capital Management first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Shelton Capital Management's Marsh position peaked at $6.05M in Q1 2024.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.