Vontobel Holding
MRSH

Vontobel Holding’s Marsh MRSH Stock Holding History

Vontobel Holding’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 		$7.63M Buy
45,752
+955
+2% +$160K 0.02% 361
2026
Q1 		$7.77M Buy
44,797
+1,020
+2% +$183K 0.03% 295
2025
Q4 		$8.12M Buy
43,777
+1,178
+3% +$220K 0.03% 313
2025
Q3 		$8.58M Sell
42,599
-1,993
-4% -$410K 0.03% 285
2025
Q2 		$9.75M Sell
44,592
-2,863
-6% -$646K 0.03% 259
2025
Q1 		$11.6M Buy
47,455
+19,074
+67% +$4.33M 0.04% 209
2024
Q4 		$6.03M Buy
28,381
+1,697
+6% +$376K 0.02% 289
2024
Q3 		$5.95M Sell
26,684
-615
-2% -$137K 0.02% 290
2024
Q2 		$5.75M Sell
27,299
-8,260
-23% -$1.7M 0.02% 285
2024
Q1 		$7.32M Sell
35,559
-7,499
-17% -$1.49M 0.06% 247
2023
Q4 		$8.16M Sell
43,058
-587
-1% -$113K 0.07% 225
2023
Q3 		$8.31M Sell
43,645
-1,793
-4% -$344K 0.08% 218
2023
Q2 		$8.55M Sell
45,438
-6,582
-13% -$1.17M 0.08% 223
2023
Q1 		$8.66M Sell
52,020
-717
-1% -$119K 0.08% 224
2022
Q4 		$8.68M Sell
52,737
-15,411
-23% -$2.52M 0.09% 217
2022
Q3 		$10.3M Buy
68,148
+53,280
+358% +$8.55M 0.12% 168
2022
Q2 		$2.31M Buy
14,868
+1,373
+10% +$220K 0.02% 368
2022
Q1 		$2.32M Sell
13,495
-409
-3% -$64.5K 0.02% 404
2021
Q4 		$2.41M Buy
13,904
+2,357
+20% +$392K 0.02% 404
2021
Q3 		$1.75M Buy
11,547
+4,250
+58% +$643K 0.02% 472
2021
Q2 		$1.03M Buy
7,297
+2,703
+59% +$362K 0.01% 589
2021
Q1 		$559K Sell
4,594
-18,515
-80% -$2.13M ﹤0.01% 643
2020
Q4 		$2.63M Buy
+23,109
New +$2.63M 0.02% 363

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

Vontobel Holding's MRSH Position: Q2 2026 in Review

Vontobel Holding increased its Marsh (MRSH) stake by 2.1% in Q2 2026, buying an estimated $160K and bringing the position to 45,752 shares worth $7.63M. The position accounts for 0.02% of the portfolio, ranked #361.

Vontobel Holding first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.6M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Vontobel Holding held 45,752 shares of Marsh worth $7.63M as of Q2 2026.
  • Vontobel Holding bought 955 Marsh shares in Q2 2026, an estimated $160K.
  • Marsh made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #361 holding.
  • Vontobel Holding first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Marsh position peaked at $11.6M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.