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Waterloo Capital’s Marsh MRSH Stock Holding History

Waterloo 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 		– Sell
-1,781
Closed -$309K – 587
2026
Q1 		$309K Buy
+1,781
New +$320K 0.02% 390
2025
Q2 		– Sell
-859
Closed -$210K – 471
2025
Q1 		$210K Buy
+859
New +$195K 0.02% 374
2023
Q3 		– Sell
-1,527
Closed -$287K – 217
2023
Q2 		$287K Buy
+1,527
New +$271K 0.08% 138

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 $3.38T AUM 44.17% 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

Waterloo Capital's MRSH Position: Q2 2026 in Review

Waterloo Capital sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,781 shares — an estimated $309K sold.

Waterloo Capital first reported a position in MRSH in Q2 2023 and held it in 3 quarters. The position peaked at $309K in Q1 2026. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Waterloo Capital reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 1,781 Marsh shares in Q2 2026, an estimated $309K.
  • Waterloo Capital first reported a position in Marsh in Q2 2023 and held it in 3 quarters.
  • Waterloo Capital's Marsh position peaked at $309K in Q1 2026.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.