SOL Capital Management’s Marsh MRSH Stock Holding History

SOL 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 Q1	–	Sell	-3,030	Closed	-$562K	–	213
2025 Q4	$562K	Hold	3,030	–	–	0.05%	228
2025 Q3	$611K	Hold	3,030	–	–	0.05%	216
2025 Q2	$662K	Hold	3,030	–	–	0.06%	201
2025 Q1	$739K	Hold	3,030	–	–	0.08%	187
2024 Q4	$644K	Hold	3,030	–	–	0.07%	196
2024 Q3	$676K	Hold	3,030	–	–	0.08%	199
2024 Q2	$638K	Buy	3,030 +585	+24%	+$120K	0.08%	202
2024 Q1	$504K	Hold	2,445	–	–	0.06%	224
2023 Q4	$463K	Hold	2,445	–	–	0.06%	230
2023 Q3	$465K	Hold	2,445	–	–	0.07%	214
2023 Q2	$460K	Hold	2,445	–	–	0.07%	212
2023 Q1	$407K	Hold	2,445	–	–	0.07%	220
2022 Q4	$405K	Hold	2,445	–	–	0.07%	217
2022 Q3	$365K	Hold	2,445	–	–	0.08%	203
2022 Q2	$380K	Sell	2,445 -25	-1%	-$4.01K	0.08%	203
2022 Q1	$421K	Hold	2,470	–	–	0.08%	200
2021 Q4	$429K	Sell	2,470 -50	-2%	-$8.31K	0.08%	198
2021 Q3	$382K	Hold	2,520	–	–	0.08%	205
2021 Q2	$355K	Hold	2,520	–	–	0.07%	207
2021 Q1	$307K	Hold	2,520	–	–	0.06%	201
2020 Q4	$295K	Hold	2,520	–	–	0.07%	199
2020 Q3	$289K	Hold	2,520	–	–	0.08%	188
2020 Q2	$271K	Sell	2,520 -850	-25%	-$86K	0.08%	192
2020 Q1	$291K	Hold	3,370	–	–	0.1%	179
2019 Q4	$375K	Sell	3,370 -500	-13%	-$52.2K	0.09%	183
2019 Q3	$387K	Sell	3,870 -30	-0.8%	-$3K	0.11%	183
2019 Q2	$389K	Hold	3,900	–	–	0.11%	183
2019 Q1	$366K	Hold	3,900	–	–	0.1%	188
2018 Q4	$311K	Hold	3,900	–	–	0.1%	189
2018 Q3	$323K	Hold	3,900	–	–	0.09%	196
2018 Q2	$320K	Hold	3,900	–	–	0.09%	198
2018 Q1	$322K	Hold	3,900	–	–	0.09%	198
2017 Q4	$317K	Sell	3,900 -1,500	-28%	-$125K	0.09%	192
2017 Q3	$453K	Sell	5,400 -200	-4%	-$15.9K	0.13%	165
2017 Q2	$437K	Sell	5,600 -350	-6%	-$26.4K	0.12%	167
2017 Q1	$440K	Sell	5,950 -850	-13%	-$60.7K	0.12%	156
2016 Q4	$460K	Sell	6,800 -500	-7%	-$33.5K	0.14%	144
2016 Q3	$491K	Hold	7,300	–	–	0.16%	128
2016 Q2	$500K	Sell	7,300 -1,250	-15%	-$80.3K	0.17%	120
2016 Q1	$520K	Sell	8,550 -200	-2%	-$11.2K	0.18%	116
2015 Q4	$485K	Hold	8,750	–	–	0.17%	117
2015 Q3	$457K	Hold	8,750	–	–	0.18%	117
2015 Q2	$496K	Hold	8,750	–	–	0.18%	115
2015 Q1	$491K	Sell	8,750 -100	-1%	-$5.64K	0.18%	118
2014 Q4	$507K	Hold	8,850	–	–	0.2%	111
2014 Q3	$463K	Sell	8,850 -150	-2%	-$7.82K	0.19%	113
2014 Q2	$466K	Sell	9,000 -250	-3%	-$12.4K	0.19%	113
2014 Q1	$456K	Sell	9,250 -750	-8%	-$35.9K	0.18%	107
2013 Q4	$484K	Sell	10,000 -500	-5%	-$23.2K	0.19%	102
2013 Q3	$457K	Hold	10,500	–	–	0.19%	105
2013 Q2	$419K	Buy	+10,500	New	+$411K	0.17%	113

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SOL Capital Management's MRSH Position: Q1 2026 in Review

SOL Capital Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 3,030 shares — an estimated $562K sold.

SOL Capital Management first reported a position in MRSH in Q2 2013 and held it in 51 quarters. The position peaked at $739K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

SOL Capital Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 3,030 Marsh shares in Q1 2026, an estimated $562K.
SOL Capital Management first reported a position in Marsh in Q2 2013 and held it in 51 quarters.
SOL Capital Management's Marsh position peaked at $739K in Q1 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.