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
Q2 		$314K Sell
1,886
-418
-18% -$69.9K 0.1% 195
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 $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

Caerus Investment Advisors's MRSH Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Marsh (MRSH) stake by 18% in Q2 2026, selling an estimated $69.9K and leaving 1,886 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #195.

Caerus Investment Advisors first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Caerus Investment Advisors held 1,886 shares of Marsh worth $314K as of Q2 2026.
  • Caerus Investment Advisors sold 418 Marsh shares in Q2 2026, an estimated $69.9K.
  • Marsh made up 0.1% of Caerus Investment Advisors's portfolio in Q2 2026, its #195 holding.
  • Caerus Investment Advisors first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Marsh position peaked at $400K in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.