Wellington Management Group’s Marsh MRSH Stock Holding History

Wellington Management Group’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	$3.01B	Buy	17,370,709 +1,372,829	+9%	+$247M	0.56%	28
2025 Q4	$2.97B	Buy	15,997,880 +906,402	+6%	+$169M	0.52%	28
2025 Q3	$3.04B	Buy	15,091,478 +1,260,434	+9%	+$259M	0.53%	33
2025 Q2	$3.02B	Buy	13,831,044 +1,016,256	+8%	+$229M	0.55%	37
2025 Q1	$3.13B	Buy	12,814,788 +4,505,548	+54%	+$1.02B	0.6%	38
2024 Q4	$1.76B	Sell	8,309,240 -247,219	-3%	-$54.8M	0.32%	75
2024 Q3	$1.91B	Sell	8,556,459 -537,803	-6%	-$119M	0.33%	75
2024 Q2	$1.92B	Sell	9,094,262 -2,783,009	-23%	-$572M	0.34%	67
2024 Q1	$2.45B	Sell	11,877,271 -534,868	-4%	-$107M	0.43%	51
2023 Q4	$2.35B	Sell	12,412,139 -2,230,121	-15%	-$431M	0.44%	51
2023 Q3	$2.79B	Buy	14,642,260 +10,401	+0.1%	+$1.99M	0.56%	38
2023 Q2	$2.75B	Buy	14,631,859 +77,814	+0.5%	+$13.8M	0.52%	41
2023 Q1	$2.42B	Sell	14,554,045 -136,508	-0.9%	-$22.7M	0.48%	47
2022 Q4	$2.43B	Sell	14,690,553 -475,836	-3%	-$77.8M	0.49%	46
2022 Q3	$2.26B	Sell	15,166,389 -590,748	-4%	-$94.8M	0.48%	52
2022 Q2	$2.45B	Sell	15,757,137 -660,568	-4%	-$106M	0.49%	54
2022 Q1	$2.8B	Sell	16,417,705 -112,924	-0.7%	-$17.8M	0.48%	55
2021 Q4	$2.87B	Sell	16,530,629 -1,811,151	-10%	-$301M	0.46%	54
2021 Q3	$2.78B	Sell	18,341,780 -752,374	-4%	-$114M	0.47%	50
2021 Q2	$2.69B	Sell	19,094,154 -606,733	-3%	-$81.4M	0.45%	54
2021 Q1	$2.4B	Buy	19,700,887 +840,699	+4%	+$96.8M	0.42%	61
2020 Q4	$2.21B	Buy	18,860,188 +1,551,346	+9%	+$176M	0.41%	62
2020 Q3	$1.99B	Buy	17,308,842 +766,438	+5%	+$87.8M	0.41%	65
2020 Q2	$1.78B	Sell	16,542,404 -4,576,203	-22%	-$463M	0.4%	63
2020 Q1	$1.83B	Sell	21,118,607 -2,845,013	-12%	-$303M	0.48%	52
2019 Q4	$2.67B	Sell	23,963,620 -1,260,138	-5%	-$132M	0.56%	40
2019 Q3	$2.52B	Sell	25,223,758 -1,284,548	-5%	-$128M	0.57%	41
2019 Q2	$2.64B	Sell	26,508,306 -3,080,157	-10%	-$295M	0.59%	36
2019 Q1	$2.78B	Sell	29,588,463 -1,439,484	-5%	-$127M	0.63%	33
2018 Q4	$2.47B	Buy	31,027,947 +888,008	+3%	+$74M	0.62%	33
2018 Q3	$2.49B	Sell	30,139,939 -1,927,201	-6%	-$163M	0.53%	39
2018 Q2	$2.63B	Sell	32,067,140 -160,040	-0.5%	-$13.1M	0.59%	33
2018 Q1	$2.66B	Sell	32,227,180 -3,725,530	-10%	-$309M	0.6%	30
2017 Q4	$2.93B	Sell	35,952,710 -4,349,186	-11%	-$362M	0.65%	32
2017 Q3	$3.38B	Sell	40,301,896 -2,514,535	-6%	-$199M	0.78%	23
2017 Q2	$3.34B	Sell	42,816,431 -709,982	-2%	-$53.6M	0.79%	22
2017 Q1	$3.22B	Sell	43,526,413 -312,832	-0.7%	-$22.4M	0.77%	22
2016 Q4	$2.96B	Sell	43,839,245 -5,422,788	-11%	-$364M	0.74%	24
2016 Q3	$3.31B	Sell	49,262,033 -2,228,212	-4%	-$149M	0.83%	22
2016 Q2	$3.53B	Sell	51,490,245 -110,676	-0.2%	-$7.11M	0.91%	15
2016 Q1	$3.14B	Buy	51,600,921 +2,023,497	+4%	+$113M	0.83%	23
2015 Q4	$2.75B	Buy	49,577,424 +7,148,187	+17%	+$394M	0.72%	30
2015 Q3	$2.22B	Sell	42,429,237 -875,747	-2%	-$48.9M	0.62%	35
2015 Q2	$2.46B	Sell	43,304,984 -2,961,686	-6%	-$171M	0.63%	32
2015 Q1	$2.6B	Sell	46,266,670 -2,064,975	-4%	-$116M	0.67%	32
2014 Q4	$2.77B	Sell	48,331,645 -715,959	-1%	-$39.3M	0.73%	27
2014 Q3	$2.57B	Buy	49,047,604 +2,698,825	+6%	+$141M	0.71%	27
2014 Q2	$2.4B	Sell	46,348,779 -852,544	-2%	-$42.3M	0.65%	27
2014 Q1	$2.33B	Buy	47,201,323 +1,209,031	+3%	+$57.9M	0.65%	26
2013 Q4	$2.22B	Sell	45,992,292 -4,169,299	-8%	-$193M	0.64%	29
2013 Q3	$2.18B	Sell	50,161,591 -804,927	-2%	-$33.8M	0.68%	27
2013 Q2	$2.03B	Buy	+50,966,518	New	+$1.99B	0.66%	25

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group's MRSH Position: Q1 2026 in Review

Wellington Management Group increased its Marsh (MRSH) stake by 8.6% in Q1 2026, buying an estimated $247M and bringing the position to 17,370,709 shares worth $3.01B. The position accounts for 0.56% of the portfolio, ranked #28.

Wellington Management Group first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.53B in Q2 2016. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Wellington Management Group held 17,370,709 shares of Marsh worth $3.01B as of Q1 2026.
Wellington Management Group bought 1,372,829 Marsh shares in Q1 2026, an estimated $247M.
Marsh made up 0.56% of Wellington Management Group's portfolio in Q1 2026, its #28 holding.
Wellington Management Group first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
Wellington Management Group's Marsh position peaked at $3.53B in Q2 2016.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.