Summit Securities Group’s Marsh MRSH Stock Holding History

Summit Securities Group’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	$18.7K	Buy	112 +32	+40%	+$5.35K	﹤0.01%	725
2026 Q1	$13.9K	Sell	80 -648	-89%	-$117K	﹤0.01%	600
2025 Q4	$135K	Sell	728 -119	-14%	-$22.2K	0.02%	408
2025 Q3	$171K	Buy	847 +515	+155%	+$106K	0.04%	287
2025 Q2	$72.6K	Buy	+332	New	+$75K	0.01%	424
2024 Q1	–	Sell	-1	Closed	–	–	741
2023 Q4	$0	Sell	1 -12	-92%	-$2.32K	﹤0.01%	816
2023 Q3	$2K	Sell	13 -633	-98%	-$121K	﹤0.01%	511
2023 Q2	$121K	Sell	646 -325	-33%	-$57.7K	0.02%	267
2023 Q1	$162K	Buy	971 +470	+94%	+$78.3K	0.01%	235
2022 Q4	$83K	Buy	+501	New	+$81.9K	﹤0.01%	630
2022 Q3	–	Sell	-1,052	Closed	-$163K	–	1072
2022 Q2	$163K	Buy	1,052 +845	+408%	+$135K	0.02%	331
2022 Q1	$35K	Buy	+207	New	+$32.6K	﹤0.01%	653

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

Summit Securities Group's MRSH Position: Q2 2026 in Review

Summit Securities Group increased its Marsh (MRSH) stake by 40% in Q2 2026, buying an estimated $5.35K and bringing the position to 112 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Summit Securities Group first reported a position in MRSH in Q1 2022 and has held it in 12 quarters since. The position peaked at $171K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Summit Securities Group held 112 shares of Marsh worth $18.7K as of Q2 2026.
Summit Securities Group bought 32 Marsh shares in Q2 2026, an estimated $5.35K.
Marsh made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #725 holding.
Summit Securities Group first reported a position in Marsh in Q1 2022 and has held it in 12 quarters since.
Summit Securities Group's Marsh position peaked at $171K in Q3 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.