X
MRSH

Xponance’s Marsh MRSH Stock Holding History

Xponance’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 		$14.5M Sell
87,288
-7,359
-8% -$1.23M 0.09% 179
2026
Q1 		$16.4M Buy
94,647
+10,359
+12% +$1.86M 0.12% 145
2025
Q4 		$15.6M Buy
84,288
+4,290
+5% +$802K 0.12% 135
2025
Q3 		$16.1M Sell
79,998
-4,279
-5% -$880K 0.13% 124
2025
Q2 		$18.4M Buy
84,277
+6,098
+8% +$1.38M 0.15% 106
2025
Q1 		$19.1M Buy
78,179
+738
+1% +$167K 0.18% 95
2024
Q4 		$16.4M Sell
77,441
-15,594
-17% -$3.46M 0.15% 105
2024
Q3 		$20.8M Sell
93,035
-11,173
-11% -$2.48M 0.2% 82
2024
Q2 		$22M Sell
104,208
-31,711
-23% -$6.51M 0.22% 71
2024
Q1 		$28M Buy
135,919
+2,154
+2% +$429K 0.29% 53
2023
Q4 		$25.3M Buy
133,765
+9,653
+8% +$1.87M 0.3% 55
2023
Q3 		$23.6M Buy
124,112
+24,347
+24% +$4.67M 0.32% 50
2023
Q2 		$18.8M Sell
99,765
-4,021
-4% -$714K 0.25% 68
2023
Q1 		$17.3M Buy
103,786
+1,987
+2% +$331K 0.25% 75
2022
Q4 		$16.8M Buy
101,799
+9,349
+10% +$1.53M 0.27% 72
2022
Q3 		$13.8M Buy
92,450
+7,366
+9% +$1.18M 0.27% 71
2022
Q2 		$13.2M Buy
85,084
+45,224
+113% +$7.25M 0.27% 70
2022
Q1 		$6.79M Buy
39,860
+887
+2% +$140K 0.11% 156
2021
Q4 		$6.77M Buy
38,973
+6,101
+19% +$1.01M 0.11% 172
2021
Q3 		$4.98M Sell
32,872
-2,459
-7% -$372K 0.09% 183
2021
Q2 		$4.97M Sell
35,331
-28,428
-45% -$3.81M 0.09% 183
2021
Q1 		$7.77M Buy
63,759
+804
+1% +$92.6K 0.16% 117
2020
Q4 		$7.37M Buy
62,955
+1,474
+2% +$167K 0.16% 114
2020
Q3 		$7.05M Sell
61,481
-35
-0.1% -$4.01K 0.17% 108
2020
Q2 		$6.61M Buy
+61,516
New +$6.23M 0.17% 120

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

Xponance's MRSH Position: Q2 2026 in Review

Xponance reduced its Marsh (MRSH) stake by 7.8% in Q2 2026, selling an estimated $1.23M and leaving 87,288 shares worth $14.5M. The position accounts for 0.09% of the portfolio, ranked #179.

Xponance first reported a position in MRSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $28M in Q1 2024. 1,500 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Xponance held 87,288 shares of Marsh worth $14.5M as of Q2 2026.
  • Xponance sold 7,359 Marsh shares in Q2 2026, an estimated $1.23M.
  • Marsh made up 0.09% of Xponance's portfolio in Q2 2026, its #179 holding.
  • Xponance first reported a position in Marsh in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Marsh position peaked at $28M in Q1 2024.
  • 1,500 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.