Union Heritage Capital’s Marsh MRSH Stock Holding History

Union Heritage Capital’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	$2.44M	Hold	14,064	–	–	0.91%	42
2025 Q4	$2.61M	Hold	14,064	–	–	0.88%	39
2025 Q3	$2.83M	Hold	14,064	–	–	0.92%	37
2025 Q2	$3.07M	Hold	14,064	–	–	1.07%	34
2025 Q1	$3.43M	Hold	14,064	–	–	1.28%	29
2024 Q4	$2.99M	Hold	14,064	–	–	1.1%	33
2024 Q3	$3.14M	Hold	14,064	–	–	1.16%	32
2024 Q2	$2.96M	Hold	14,064	–	–	1.17%	30
2024 Q1	$2.9M	Buy	14,064 +2,064	+17%	+$411K	1.15%	33
2023 Q4	$2.27M	Hold	12,000	–	–	1.18%	33
2023 Q3	$2.28M	Hold	12,000	–	–	1.29%	31
2023 Q2	$2.26M	Hold	12,000	–	–	1.22%	32
2023 Q1	$2M	Hold	12,000	–	–	1.21%	33
2022 Q4	$1.99M	Hold	12,000	–	–	1.21%	33
2022 Q3	$1.79M	Hold	12,000	–	–	1.19%	34
2022 Q2	$1.86M	Hold	12,000	–	–	1.2%	34
2022 Q1	$2.04M	Hold	12,000	–	–	1.14%	34
2021 Q4	$2.09M	Hold	12,000	–	–	0.98%	37
2021 Q3	$1.82M	Hold	12,000	–	–	0.85%	37
2021 Q2	$1.69M	Buy	12,000 +2,000	+20%	+$268K	0.79%	38
2021 Q1	$1.22M	Buy	+10,000	New	+$1.15M	0.61%	45

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

Union Heritage Capital's MRSH Position: Q1 2026 in Review

Union Heritage Capital held its Marsh (MRSH) position steady in Q1 2026 at 14,064 shares worth $2.44M. The position accounts for 0.91% of the portfolio, ranked #42.

Union Heritage Capital first reported a position in MRSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.43M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Union Heritage Capital held 14,064 shares of Marsh worth $2.44M as of Q1 2026.
Union Heritage Capital left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.91% of Union Heritage Capital's portfolio in Q1 2026, its #42 holding.
Union Heritage Capital first reported a position in Marsh in Q1 2021 and has held it in 21 quarters since.
Union Heritage Capital's Marsh position peaked at $3.43M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.