WC
MRSH

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waterloo Capital's MRSH Position: Q1 2026 in Review

Waterloo Capital opened a new position in Marsh (MRSH) in Q1 2026: 1,781 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in MRSH as recently as Q1 2025.

Waterloo Capital first reported a position in MRSH in Q2 2023 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Waterloo Capital held 1,781 shares of Marsh worth $309K as of Q1 2026.
  • Marsh was a new Waterloo Capital position in Q1 2026.
  • Marsh made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #390 holding.
  • Waterloo Capital first reported a position in Marsh in Q2 2023 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.