Vicus Capital’s Marsh MRSH Stock Holding History

Vicus 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	$539K	Buy	3,107 +16	+0.5%	+$2.88K	0.04%	172
2025 Q4	$573K	Sell	3,091 -1	-0%	-$187	0.04%	170
2025 Q3	$623K	Buy	3,092 +43	+1%	+$8.84K	0.05%	153
2025 Q2	$667K	Buy	3,049 +11	+0.4%	+$2.48K	0.06%	131
2025 Q1	$741K	Sell	3,038 -2	-0.1%	-$454	0.07%	106
2024 Q4	$646K	Buy	3,040 +1,529	+101%	+$339K	0.06%	122
2024 Q3	$337K	Buy	1,511 +226	+18%	+$50.2K	0.03%	167
2024 Q2	$271K	Buy	1,285 +115	+10%	+$23.6K	0.02%	233
2024 Q1	$241K	Buy	+1,170	New	+$233K	0.02%	243
2023 Q4	–	Sell	-1,346	Closed	-$256K	–	239
2023 Q3	$256K	Buy	+1,346	New	+$258K	0.03%	215

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

Vicus Capital's MRSH Position: Q1 2026 in Review

Vicus Capital increased its Marsh (MRSH) stake by 0.52% in Q1 2026, buying an estimated $2.88K and bringing the position to 3,107 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #172.

Vicus Capital first reported a position in MRSH in Q3 2023 and has held it in 10 quarters since. The position peaked at $741K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Vicus Capital held 3,107 shares of Marsh worth $539K as of Q1 2026.
Vicus Capital bought 16 Marsh shares in Q1 2026, an estimated $2.88K.
Marsh made up 0.04% of Vicus Capital's portfolio in Q1 2026, its #172 holding.
Vicus Capital first reported a position in Marsh in Q3 2023 and has held it in 10 quarters since.
Vicus Capital's Marsh position peaked at $741K in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.