T
MRSH

TOBAM’s Marsh MRSH Stock Holding History

TOBAM’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 		– Sell
-3,992
Closed -$692K – 275
2026
Q1 		$692K Buy
3,992
+3
+0.1% +$539 0.18% 123
2025
Q4 		$740K Buy
3,989
+3,977
+33,142% +$743K 0.18% 124
2025
Q3 		$2K Buy
12
+6
+100% +$1.23K ﹤0.01% 240
2025
Q2 		$1K Hold
6
– – ﹤0.01% 249
2025
Q1 		$1K Sell
6
-689
-99% -$156K ﹤0.01% 248
2024
Q4 		$148K Sell
695
-184
-21% -$40.8K 0.05% 178
2024
Q3 		$196K Hold
879
– – 0.04% 187
2024
Q2 		$185K Sell
879
-1,178
-57% -$242K 0.03% 185
2024
Q1 		$424K Hold
2,057
– – 0.04% 154
2023
Q4 		$390K Sell
2,057
-323
-14% -$62.4K 0.03% 149
2023
Q3 		$453K Hold
2,380
– – 0.04% 144
2023
Q2 		$448K Hold
2,380
– – 0.03% 151
2023
Q1 		$396K Sell
2,380
-205
-8% -$34.2K 0.03% 157
2022
Q4 		$428K Hold
2,585
– – 0.03% 149
2022
Q3 		$386K Hold
2,585
– – 0.03% 166
2022
Q2 		$401K Buy
2,585
+212
+9% +$34K 0.03% 181
2022
Q1 		$404K Buy
2,373
+872
+58% +$137K 0.02% 182
2021
Q4 		$261K Sell
1,501
-233
-13% -$38.7K 0.01% 182
2021
Q3 		$263K Hold
1,734
– – 0.01% 172
2021
Q2 		$244K Hold
1,734
– – 0.01% 183
2021
Q1 		$211K Hold
1,734
– – 0.01% 182
2020
Q4 		$203K Hold
1,734
– – 0.01% 189
2020
Q3 		$199K Buy
+1,734
New +$199K 0.01% 166

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

TOBAM's MRSH Position: Q2 2026 in Review

TOBAM sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,992 shares — an estimated $692K sold.

TOBAM first reported a position in MRSH in Q3 2020 and held it in 23 quarters. The position peaked at $740K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • TOBAM reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • TOBAM sold 3,992 Marsh shares in Q2 2026, an estimated $692K.
  • TOBAM first reported a position in Marsh in Q3 2020 and held it in 23 quarters.
  • TOBAM's Marsh position peaked at $740K in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.