VIM
MRSH

Vancity Investment Management’s Marsh MRSH Stock Holding History

Vancity Investment Management’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 		$13.2M Sell
75,850
-5,916
-7% -$1.06M 2.09% 20
2025
Q4 		$15.2M Sell
81,766
-6,431
-7% -$1.2M 2.06% 20
2025
Q3 		$17.8M Buy
88,197
+286
+0.3% +$58.8K 2.36% 16
2025
Q2 		$19.2M Sell
87,911
-2,321
-3% -$524K 2.43% 17
2025
Q1 		$22M Buy
+90,232
New +$20.5M 3.02% 13
2024
Q3 		$20.2M Sell
90,588
-58,910
-39% -$13.1M 2.42% 17
2024
Q2 		$29.8M Buy
+149,498
New +$30.7M 1.89% 22

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vancity Investment Management's MRSH Position: Q1 2026 in Review

Vancity Investment Management reduced its Marsh (MRSH) stake by 7.2% in Q1 2026, selling an estimated $1.06M and leaving 75,850 shares worth $13.2M. The position accounts for 2.09% of the portfolio, ranked #20.

Vancity Investment Management first reported a position in MRSH in Q2 2024 and has held it in 7 quarters since. The position peaked at $29.8M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Vancity Investment Management held 75,850 shares of Marsh worth $13.2M as of Q1 2026.
  • Vancity Investment Management sold 5,916 Marsh shares in Q1 2026, an estimated $1.06M.
  • Marsh made up 2.09% of Vancity Investment Management's portfolio in Q1 2026, its #20 holding.
  • Vancity Investment Management first reported a position in Marsh in Q2 2024 and has held it in 7 quarters since.
  • Vancity Investment Management's Marsh position peaked at $29.8M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Vancity Investment Management's 13F filing for Q1 2026, filed 15 May 2026.