CIA
MRSH

Caerus Investment Advisors’s Marsh MRSH Stock Holding History

Caerus Investment Advisors’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 		$400K Buy
2,304
+433
+23% +$77.8K 0.17% 128
2025
Q4 		$347K Buy
+1,871
New +$350K 0.11% 198

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

Caerus Investment Advisors's MRSH Position: Q1 2026 in Review

Caerus Investment Advisors increased its Marsh (MRSH) stake by 23% in Q1 2026, buying an estimated $77.8K and bringing the position to 2,304 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #128.

Caerus Investment Advisors first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Caerus Investment Advisors held 2,304 shares of Marsh worth $400K as of Q1 2026.
  • Caerus Investment Advisors bought 433 Marsh shares in Q1 2026, an estimated $77.8K.
  • Marsh made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #128 holding.
  • Caerus Investment Advisors first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.