Sustainable Insight Capital Management’s Marsh MRSH Stock Holding History

Sustainable Insight 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	$5.87M	Sell	33,827 -9,088	-21%	-$1.63M	1.97%	13
2025 Q4	$7.96M	Buy	42,915 +1,800	+4%	+$336K	2.66%	11
2025 Q3	$8.29M	Buy	41,115 +21,674	+111%	+$4.46M	2.6%	12
2025 Q2	$4.25M	Sell	19,441 -77	-0.4%	-$17.4K	1.92%	13
2025 Q1	$4.76M	Sell	19,518 -4,672	-19%	-$1.06M	2.37%	15
2024 Q4	$5.14M	Buy	24,190 +9,648	+66%	+$2.14M	2.25%	16
2024 Q3	$3.24M	Sell	14,542 -2,058	-12%	-$457K	1.47%	25
2024 Q2	$3.5M	Buy	16,600 +2,558	+18%	+$525K	1.75%	16
2024 Q1	$2.89M	Sell	14,042 -200	-1%	-$39.9K	2.09%	17
2023 Q4	$2.7M	Sell	14,242 -800	-5%	-$155K	2.2%	11
2023 Q3	$2.86M	Buy	+15,042	New	+$2.88M	2.81%	16
2023 Q1	–	Sell	-6,923	Closed	-$1.15M	–	114
2022 Q4	$1.15M	Buy	6,923 +1,000	+17%	+$164K	1.29%	22
2022 Q3	$884K	Buy	+5,923	New	+$950K	1.03%	24

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

Sustainable Insight Capital Management's MRSH Position: Q1 2026 in Review

Sustainable Insight Capital Management reduced its Marsh (MRSH) stake by 21% in Q1 2026, selling an estimated $1.63M and leaving 33,827 shares worth $5.87M. The position accounts for 1.97% of the portfolio, ranked #13.

Sustainable Insight Capital Management first reported a position in MRSH in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.29M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Sustainable Insight Capital Management held 33,827 shares of Marsh worth $5.87M as of Q1 2026.
Sustainable Insight Capital Management sold 9,088 Marsh shares in Q1 2026, an estimated $1.63M.
Marsh made up 1.97% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #13 holding.
Sustainable Insight Capital Management first reported a position in Marsh in Q3 2022 and has held it in 13 quarters since.
Sustainable Insight Capital Management's Marsh position peaked at $8.29M in Q3 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.