Vestor Capital’s Marsh MRSH Stock Holding History

Vestor 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 Q2	$2.51M	Buy	48,400 +47,598	+5,935%	+$7.96M	0.16%	87
2026 Q1	$139K	Sell	802 -172	-18%	-$30.9K	0.01%	168
2025 Q4	$238K	Sell	974 -308	-24%	-$57.6K	0.02%	136
2025 Q3	$258K	Sell	1,282 -1,658	-56%	-$341K	0.02%	147
2025 Q2	$230K	Buy	2,940 +1,658	+129%	+$374K	0.02%	142
2025 Q1	$313K	Sell	1,282 -10	-0.8%	-$2.27K	0.03%	115
2024 Q4	$274K	Buy	1,292 +10	+0.8%	+$2.22K	0.02%	136
2024 Q3	$286K	Hold	1,282	–	–	0.02%	105
2024 Q2	$270K	Hold	1,282	–	–	0.02%	108
2024 Q1	$264K	Hold	1,282	–	–	0.02%	122
2023 Q4	$243K	Buy	1,282 +476	+59%	+$92K	0.02%	113
2023 Q3	$153K	Sell	806 -184	-19%	-$35.3K	0.02%	138
2023 Q2	$186K	Buy	990 +79	+9%	+$14K	0.02%	125
2023 Q1	$152K	Buy	911 +3	+0.3%	+$500	0.02%	145
2022 Q4	$150K	Buy	908 +224	+33%	+$36.6K	0.02%	148
2022 Q3	$102K	Hold	684	–	–	0.01%	149
2022 Q2	$106K	Hold	684	–	–	0.01%	140
2022 Q1	$117K	Sell	684 -65	-9%	-$10.2K	0.01%	142
2021 Q4	$130K	Hold	749	–	–	0.01%	142
2021 Q3	$113K	Hold	749	–	–	0.01%	145
2021 Q2	$105K	Hold	749	–	–	0.01%	141
2021 Q1	$91K	Hold	749	–	–	0.01%	146
2020 Q4	$88K	Hold	749	–	–	0.01%	141
2020 Q3	$86K	Buy	+749	New	+$85.8K	0.01%	108
2020 Q1	$63K	Hold	730	–	–	0.01%	116
2019 Q4	$81K	Hold	730	–	–	0.01%	122
2019 Q3	$73K	Hold	730	–	–	0.01%	109
2019 Q2	$73K	Sell	730 -130	-15%	-$12.4K	0.01%	97
2019 Q1	$81K	Hold	860	–	–	0.01%	105
2018 Q4	$69K	Hold	860	–	–	0.02%	92
2018 Q3	$71K	Hold	860	–	–	0.01%	96
2018 Q2	$70K	Hold	860	–	–	0.01%	98
2018 Q1	$71K	Hold	860	–	–	0.01%	99
2017 Q4	$70K	Hold	860	–	–	0.02%	98
2017 Q3	$72K	Sell	860 -128	-13%	-$10.1K	0.02%	98
2017 Q2	$77K	Buy	988 +128	+15%	+$9.67K	0.02%	103
2017 Q1	$64K	Sell	860 -40	-4%	-$2.86K	0.01%	125
2016 Q4	$61K	Hold	900	–	–	0.02%	85
2016 Q3	$61K	Hold	900	–	–	0.02%	92
2016 Q2	$62K	Hold	900	–	–	0.02%	80
2016 Q1	$55K	Hold	900	–	–	0.02%	82
2015 Q4	$50K	Hold	900	–	–	0.01%	93
2015 Q3	$47K	Hold	900	–	–	0.01%	102
2015 Q2	$51K	Hold	900	–	–	0.02%	96
2015 Q1	$50K	Buy	+900	New	+$50.7K	0.02%	89

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vestor Capital's MRSH Position: Q2 2026 in Review

Vestor Capital increased its Marsh (MRSH) stake by 5,935% in Q2 2026, buying an estimated $7.96M and bringing the position to 48,400 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #87.

Vestor Capital first reported a position in MRSH in Q1 2015 and has held it in 45 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Vestor Capital held 48,400 shares of Marsh worth $2.51M as of Q2 2026.
Vestor Capital bought 47,598 Marsh shares in Q2 2026, an estimated $7.96M.
Marsh made up 0.16% of Vestor Capital's portfolio in Q2 2026, its #87 holding.
Vestor Capital first reported a position in Marsh in Q1 2015 and has held it in 45 quarters since.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.