UBS Group’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $919K | Hold |
5,300
| – | – | ﹤0.01% | 5613 |
|
|
2025
Q4 | $983K | Sell |
5,300
-9,400
| -64% | -$1.76M | ﹤0.01% | 5593 |
|
|
2025
Q3 | $2.96M | Sell |
14,700
-600
| -4% | -$123K | ﹤0.01% | 4572 |
|
|
2025
Q2 | $3.35M | Buy |
+15,300
| New | +$3.45M | ﹤0.01% | 4288 |
|
|
2024
Q4 | – | Sell |
-9,500
| Closed | -$2.12M | – | 10226 |
|
|
2024
Q3 | $2.12M | Hold |
9,500
| – | – | ﹤0.01% | 3932 |
|
|
2024
Q2 | $2M | Buy |
9,500
+5,000
| +111% | +$1.03M | ﹤0.01% | 3765 |
|
|
2024
Q1 | $927K | Buy |
+4,500
| New | +$897K | ﹤0.01% | 4666 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$470K | – | 9779 |
|
|
2023
Q2 | $470K | Hold |
2,500
| – | – | ﹤0.01% | 4875 |
|
|
2023
Q1 | $416K | Buy |
2,500
+1,600
| +178% | +$267K | ﹤0.01% | 4838 |
|
|
2022
Q4 | $149K | Sell |
900
-400
| -31% | -$65.4K | ﹤0.01% | 5732 |
|
|
2022
Q3 | $194K | Buy |
1,300
+100
| +8% | +$16K | ﹤0.01% | 5108 |
|
|
2022
Q2 | $186K | Buy |
1,200
+200
| +20% | +$32.1K | ﹤0.01% | 4985 |
|
|
2022
Q1 | $170K | Sell |
1,000
-500
| -33% | -$78.8K | ﹤0.01% | 5490 |
|
|
2021
Q4 | $261K | Hold |
1,500
| – | – | ﹤0.01% | 5469 |
|
|
2021
Q3 | $227K | Buy |
1,500
+100
| +7% | +$15.1K | ﹤0.01% | 5221 |
|
|
2021
Q2 | $197K | Buy |
1,400
+900
| +180% | +$121K | ﹤0.01% | 5360 |
|
|
2021
Q1 | $61K | Sell |
500
-1,400
| -74% | -$161K | ﹤0.01% | 6355 |
|
|
2020
Q4 | $222K | Buy |
1,900
+700
| +58% | +$79.5K | ﹤0.01% | 5176 |
|
|
2020
Q3 | $138K | Buy |
1,200
+1,100
| +1,100% | +$126K | ﹤0.01% | 5009 |
|
|
2020
Q2 | $11K | Sell |
100
-1,300
| -93% | -$132K | ﹤0.01% | 6950 |
|
|
2020
Q1 | $121K | Sell |
1,400
-300
| -18% | -$32K | ﹤0.01% | 5116 |
|
|
2019
Q4 | $189K | Buy |
1,700
+300
| +21% | +$31.3K | ﹤0.01% | 5642 |
|
|
2019
Q3 | $140K | Buy |
1,400
+800
| +133% | +$80K | ﹤0.01% | 5536 |
|
|
2019
Q2 | $60K | Hold |
600
| – | – | ﹤0.01% | 5758 |
|
|
2019
Q1 | $56K | Sell |
600
-1,200
| -67% | -$106K | ﹤0.01% | 5460 |
|
|
2018
Q4 | $144K | Buy |
1,800
+1,200
| +200% | +$100K | ﹤0.01% | 5218 |
|
|
2018
Q3 | $50K | Hold |
600
| – | – | ﹤0.01% | 6161 |
|
|
2018
Q2 | $49K | Sell |
600
-800
| -57% | -$65.3K | ﹤0.01% | 5972 |
|
|
2018
Q1 | $116K | Buy |
1,400
+900
| +180% | +$74.6K | ﹤0.01% | 5132 |
|
|
2017
Q4 | $41K | Hold |
500
| – | – | ﹤0.01% | 6002 |
|
|
2017
Q3 | $42K | Sell |
500
-1,800
| -78% | -$143K | ﹤0.01% | 5913 |
|
|
2017
Q2 | $179K | Buy |
2,300
+900
| +64% | +$68K | ﹤0.01% | 4807 |
|
|
2017
Q1 | $103K | Buy |
+1,400
| New | +$100K | ﹤0.01% | 5058 |
|
|
2016
Q3 | – | Sell |
-30,000
| Closed | -$2.05M | – | 7830 |
|
|
2016
Q2 | $2.05M | Sell |
30,000
-500
| -2% | -$32.1K | ﹤0.01% | 2753 |
|
|
2016
Q1 | $1.85M | Buy |
+30,500
| New | +$1.71M | ﹤0.01% | 2740 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$26K | – | 8483 |
|
|
2015
Q3 | $26K | Sell |
500
-500
| -50% | -$27.9K | ﹤0.01% | 6443 |
|
|
2015
Q2 | $57K | Buy |
+1,000
| New | +$57.8K | ﹤0.01% | 5890 |
|
Other funds holding MRSH
VCM
VPM
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.