UBS Group’s Marsh MRSH Stock Holding History

UBS 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
2025 Q3	–	Sell	-200	Closed	-$43.7K	–	10698
2025 Q2	$43.7K	Buy	+200	New	+$45.2K	﹤0.01%	7879
2025 Q1	–	Sell	-5,000	Closed	-$1.06M	–	10538
2024 Q4	$1.06M	Hold	5,000	–	–	﹤0.01%	5251
2024 Q3	$1.12M	Hold	5,000	–	–	﹤0.01%	4564
2024 Q2	$1.05M	Buy	+5,000	New	+$1.03M	﹤0.01%	4382
2023 Q3	–	Sell	-2,500	Closed	-$470K	–	9778
2023 Q2	$470K	Hold	2,500	–	–	﹤0.01%	4874
2023 Q1	$416K	Buy	+2,500	New	+$416K	﹤0.01%	4837
2018 Q1	–	Sell	-45,500	Closed	-$3.7M	–	8031
2017 Q4	$3.7M	Buy	+45,500	New	+$3.78M	﹤0.01%	2647
2016 Q2	–	Sell	-1,700	Closed	-$103K	–	7877
2016 Q1	$103K	Buy	1,700 +1,600	+1,600%	+$89.6K	﹤0.01%	4959
2015 Q4	$6K	Sell	100 -1,700	-94%	-$93.7K	﹤0.01%	7613
2015 Q3	$94K	Buy	+1,800	New	+$101K	﹤0.01%	5282
2015 Q1	–	Sell	-200	Closed	-$11K	–	9130
2014 Q4	$11K	Buy	+200	New	+$11K	﹤0.01%	8317

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

UBS Group's MRSH Position: Q2 2026 in Review

UBS Group reduced its Marsh (MRSH) stake by 24% in Q2 2026, selling an estimated $187M and leaving 3,603,522 shares worth $601M. The position accounts for 0.08% of the portfolio, ranked #244.

UBS Group first reported a position in MRSH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.16B in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

UBS Group held 3,603,522 shares of Marsh worth $601M as of Q2 2026.
UBS Group sold 1,117,569 Marsh shares in Q2 2026, an estimated $187M.
Marsh made up 0.08% of UBS Group's portfolio in Q2 2026, its #244 holding.
UBS Group first reported a position in Marsh in Q4 2014 and has held it in 47 quarters since.
UBS Group's Marsh position peaked at $1.16B in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.