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 Q2	$521K	Buy	3,125 +18	+0.6%	+$3.01K	0.03%	187
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 $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

Vicus Capital's MRSH Position: Q2 2026 in Review

Vicus Capital increased its Marsh (MRSH) stake by 0.58% in Q2 2026, buying an estimated $3.01K and bringing the position to 3,125 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #187.

Vicus Capital first reported a position in MRSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $741K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Vicus Capital held 3,125 shares of Marsh worth $521K as of Q2 2026.
Vicus Capital bought 18 Marsh shares in Q2 2026, an estimated $3.01K.
Marsh made up 0.03% of Vicus Capital's portfolio in Q2 2026, its #187 holding.
Vicus Capital first reported a position in Marsh in Q3 2023 and has held it in 11 quarters since.
Vicus Capital's Marsh position peaked at $741K in Q1 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.