Vanguard Personalized Indexing Management
MRSH

Vanguard Personalized Indexing Management’s Marsh MRSH Stock Holding History

Vanguard Personalized Indexing 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
Q2 		$10.8M Buy
64,806
+735
+1% +$123K 0.09% 177
2026
Q1 		$11.1M Buy
64,071
+506
+0.8% +$91K 0.11% 154
2025
Q4 		$11.8M Buy
63,565
+3,976
+7% +$743K 0.12% 137
2025
Q3 		$12M Sell
59,589
-7,851
-12% -$1.61M 0.12% 128
2025
Q2 		$14.7M Buy
67,440
+7,772
+13% +$1.75M 0.17% 105
2025
Q1 		$14.6M Buy
59,668
+3,054
+5% +$693K 0.21% 79
2024
Q4 		$12M Buy
56,614
+1,666
+3% +$370K 0.18% 85
2024
Q3 		$12.3M Buy
54,948
+6,448
+13% +$1.43M 0.2% 82
2024
Q2 		$10.2M Buy
48,500
+4,450
+10% +$914K 0.19% 86
2024
Q1 		$9.07M Buy
44,050
+5,360
+14% +$1.07M 0.19% 82
2023
Q4 		$7.33M Sell
38,690
-3,552
-8% -$686K 0.19% 87
2023
Q3 		$8.04M Buy
42,242
+2,108
+5% +$404K 0.24% 65
2023
Q2 		$7.55M Buy
40,134
+2,971
+8% +$527K 0.23% 69
2023
Q1 		$6.19M Buy
37,163
+3,563
+11% +$594K 0.21% 83
2022
Q4 		$5.56M Buy
33,600
+1,305
+4% +$213K 0.23% 75
2022
Q3 		$4.82M Buy
32,295
+2,098
+7% +$337K 0.22% 74
2022
Q2 		$4.69M Buy
30,197
+5,845
+24% +$937K 0.22% 79
2022
Q1 		$4.15M Buy
24,352
+5,467
+29% +$862K 0.2% 81
2021
Q4 		$3.28M Buy
18,885
+3,993
+27% +$663K 0.19% 93
2021
Q3 		$2.25M Buy
14,892
+1,944
+15% +$294K 0.2% 95
2021
Q2 		$1.82M Buy
12,948
+5,960
+85% +$799K 0.19% 109
2021
Q1 		$851K Buy
6,988
+2,644
+61% +$305K 0.13% 173
2020
Q4 		$508K Buy
4,344
+917
+27% +$104K 0.11% 215
2020
Q3 		$393K Buy
3,427
+1,050
+44% +$120K 0.11% 220
2020
Q2 		$255K Buy
+2,377
New +$241K 0.12% 232

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's MRSH Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Marsh (MRSH) stake by 1.1% in Q2 2026, buying an estimated $123K and bringing the position to 64,806 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #177.

Vanguard Personalized Indexing Management first reported a position in MRSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.7M in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Vanguard Personalized Indexing Management held 64,806 shares of Marsh worth $10.8M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 735 Marsh shares in Q2 2026, an estimated $123K.
  • Marsh made up 0.09% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #177 holding.
  • Vanguard Personalized Indexing Management first reported a position in Marsh in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Marsh position peaked at $14.7M in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.