WI
MRSH

WBI Investments’s Marsh MRSH Stock Holding History

WBI Investments’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 		$2.51M Buy
14,488
+9,369
+183% +$1.68M 0.69% 26
2025
Q4 		$950K Buy
5,119
+237
+5% +$44.3K 0.25% 122
2025
Q3 		$984K Buy
+4,882
New +$1M 0.25% 112
2024
Q3 		– Sell
-8,728
Closed -$1.84M – 255
2024
Q2 		$1.84M Buy
8,728
+6,356
+268% +$1.31M 0.45% 64
2024
Q1 		$489K Buy
+2,372
New +$473K 0.1% 142
2023
Q4 		– Sell
-16,448
Closed -$3.13M – 228
2023
Q3 		$3.13M Buy
16,448
+8,253
+101% +$1.58M 0.63% 42
2023
Q2 		$1.54M Buy
8,195
+3,278
+67% +$582K 0.28% 103
2023
Q1 		$819K Sell
4,917
-10,174
-67% -$1.69M 0.16% 134
2022
Q4 		$2.5M Buy
+15,091
New +$2.47M 0.54% 52
2022
Q1 		– Sell
-11,764
Closed -$2.04M – 213
2021
Q4 		$2.04M Sell
11,764
-18,693
-61% -$3.11M 0.33% 79
2021
Q3 		$4.49M Buy
+30,457
New +$4.61M 0.75% 29
2019
Q3 		– Sell
-28,182
Closed -$2.81M – 257
2019
Q2 		$2.81M Buy
+28,182
New +$2.7M 0.25% 86
2018
Q4 		– Sell
-19,231
Closed -$1.59M – 179
2018
Q3 		$1.59M Sell
19,231
-23,489
-55% -$1.99M 0.09% 177
2018
Q2 		$3.5M Buy
42,720
+11,969
+39% +$977K 0.19% 84
2018
Q1 		$2.54M Sell
30,751
-6,400
-17% -$530K 0.13% 98
2017
Q4 		$3.02M Buy
+37,151
New +$3.09M 0.14% 117
2017
Q3 		– Sell
-4,208
Closed -$328K – 345
2017
Q2 		$328K Sell
4,208
-2,200
-34% -$166K 0.01% 265
2017
Q1 		$474K Buy
6,408
+74
+1% +$5.29K 0.02% 245
2016
Q4 		$428K Sell
6,334
-89,775
-93% -$6.02M 0.02% 247
2016
Q3 		$6.46M Buy
+96,109
New +$6.44M 0.25% 78

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

WBI Investments's MRSH Position: Q1 2026 in Review

WBI Investments increased its Marsh (MRSH) stake by 183% in Q1 2026, buying an estimated $1.68M and bringing the position to 14,488 shares worth $2.51M. The position accounts for 0.69% of the portfolio, ranked #26.

WBI Investments first reported a position in MRSH in Q3 2016 and has held it in 20 quarters since. The position peaked at $6.46M in Q3 2016. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • WBI Investments held 14,488 shares of Marsh worth $2.51M as of Q1 2026.
  • WBI Investments bought 9,369 Marsh shares in Q1 2026, an estimated $1.68M.
  • Marsh made up 0.69% of WBI Investments's portfolio in Q1 2026, its #26 holding.
  • WBI Investments first reported a position in Marsh in Q3 2016 and has held it in 20 quarters since.
  • WBI Investments's Marsh position peaked at $6.46M in Q3 2016.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.