STA
MRSH

Summit Trail Advisors’s Marsh MRSH Stock Holding History

Summit Trail Advisors’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 		$2.72M Buy
15,674
+5,148
+49% +$926K 0.04% 345
2025
Q4 		$1.95M Sell
10,526
-2,945
-22% -$550K 0.03% 425
2025
Q3 		$2.71M Buy
13,471
+2,987
+28% +$614K 0.04% 293
2025
Q2 		$2.29M Buy
+10,484
New +$2.37M 0.04% 238
2024
Q4 		– Sell
-7,035
Closed -$1.57M – 621
2024
Q3 		$1.57M Buy
7,035
+1,531
+28% +$340K 0.04% 195
2024
Q2 		$1.16M Buy
5,504
+1,030
+23% +$212K 0.03% 219
2024
Q1 		$922K Buy
4,474
+1,094
+32% +$218K 0.02% 228
2023
Q4 		$640K Sell
3,380
-473
-12% -$91.4K 0.02% 241
2023
Q3 		$733K Buy
3,853
+298
+8% +$57.1K 0.03% 208
2023
Q2 		$669K Buy
3,555
+1,596
+81% +$283K 0.03% 215
2023
Q1 		$326K Buy
1,959
+655
+50% +$109K 0.01% 304
2022
Q4 		$216K Buy
+1,304
New +$213K 0.01% 347
2018
Q2 		– Sell
-4,835
Closed -$246K – 591
2018
Q1 		$246K Buy
4,835
+540
+13% +$44.7K 0.04% 323
2017
Q4 		$355K Buy
+4,295
New +$357K 0.04% 282

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Trail Advisors's MRSH Position: Q1 2026 in Review

Summit Trail Advisors increased its Marsh (MRSH) stake by 49% in Q1 2026, buying an estimated $926K and bringing the position to 15,674 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #345.

Summit Trail Advisors first reported a position in MRSH in Q4 2017 and has held it in 14 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Summit Trail Advisors held 15,674 shares of Marsh worth $2.72M as of Q1 2026.
  • Summit Trail Advisors bought 5,148 Marsh shares in Q1 2026, an estimated $926K.
  • Marsh made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #345 holding.
  • Summit Trail Advisors first reported a position in Marsh in Q4 2017 and has held it in 14 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.