Stone House Investment Management’s Marsh MRSH Stock Holding History

Stone House Investment 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	$32.9K	Hold	190	–	–	0.01%	225
2025 Q4	$35.2K	Sell	190 -10	-5%	-$1.87K	0.01%	200
2025 Q3	$40.2K	Sell	200 -6	-3%	-$1.23K	0.01%	168
2025 Q2	$45K	Sell	206 -57	-22%	-$12.9K	0.01%	160
2025 Q1	$64.2K	Buy	+263	New	+$59.7K	0.01%	130
2024 Q4	–	Sell	-214	Closed	-$47.7K	–	232
2024 Q3	$47.7K	Hold	214	–	–	0.01%	126
2024 Q2	$45.1K	Sell	214 -14	-6%	-$2.88K	0.01%	130
2024 Q1	$47K	Buy	+228	New	+$45.4K	0.01%	135

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

Stone House Investment Management's MRSH Position: Q1 2026 in Review

Stone House Investment Management held its Marsh (MRSH) position steady in Q1 2026 at 190 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #225.

Stone House Investment Management first reported a position in MRSH in Q1 2024 and has held it in 8 quarters since. The position peaked at $64.2K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Stone House Investment Management held 190 shares of Marsh worth $32.9K as of Q1 2026.
Stone House Investment Management left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #225 holding.
Stone House Investment Management first reported a position in Marsh in Q1 2024 and has held it in 8 quarters since.
Stone House Investment Management's Marsh position peaked at $64.2K in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.