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 $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

UBS Group's MRSH Position: Q1 2026 in Review

UBS Group increased its Marsh (MRSH) stake by 25% in Q1 2026, buying an estimated $168M and bringing the position to 4,721,091 shares worth $819M. The position accounts for 0.12% of the portfolio, ranked #158.

UBS Group first reported a position in MRSH in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.16B in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

UBS Group held 4,721,091 shares of Marsh worth $819M as of Q1 2026.
UBS Group bought 933,626 Marsh shares in Q1 2026, an estimated $168M.
Marsh made up 0.12% of UBS Group's portfolio in Q1 2026, its #158 holding.
UBS Group first reported a position in Marsh in Q4 2014 and has held it in 46 quarters since.
UBS Group's Marsh position peaked at $1.16B in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.