SCM
MRSH

Sone Capital Management’s Marsh MRSH Stock Holding History

Sone 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 		$10.9M Buy
+65,402
New +$10.9M 0.83% 51
2026
Q1 		– Sell
-35,830
Closed -$6.65M – 120
2025
Q4 		$6.65M Buy
+35,830
New +$6.7M 0.54% 67
2025
Q3 		– Sell
-46,853
Closed -$10.2M – 114
2025
Q2 		$10.2M Buy
+46,853
New +$10.6M 0.95% 43
2025
Q1 		– Sell
-28,008
Closed -$5.95M – 132
2024
Q4 		$5.95M Buy
+28,008
New +$6.21M 0.75% 56

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

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

Sone Capital Management opened a new position in Marsh (MRSH) in Q2 2026: 65,402 shares worth $10.9M. The stake represents 0.83% of the portfolio and ranks #51 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in MRSH as recently as Q4 2025.

Sone Capital Management first reported a position in MRSH in Q4 2024 and has held it in 4 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sone Capital Management held 65,402 shares of Marsh worth $10.9M as of Q2 2026.
  • Marsh was a new Sone Capital Management position in Q2 2026.
  • Marsh made up 0.83% of Sone Capital Management's portfolio in Q2 2026, its #51 holding.
  • Sone Capital Management first reported a position in Marsh in Q4 2024 and has held it in 4 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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