CWM
MRSH

Cahaba Wealth Management’s Marsh MRSH Stock Holding History

Cahaba Wealth Management’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 		– Sell
-1,174
Closed -$204K – 159
2026
Q1 		$204K Sell
1,174
-89
-7% -$16K 0.01% 148
2025
Q4 		$234K Buy
1,263
+2
+0.2% +$374 0.02% 138
2025
Q3 		$254K Sell
1,261
-231
-15% -$47.5K 0.02% 131
2025
Q2 		$326K Sell
1,492
-262
-15% -$59.1K 0.03% 120
2025
Q1 		$428K Hold
1,754
– – 0.04% 97
2024
Q4 		$373K Buy
1,754
+1
+0.1% +$222 0.03% 106
2024
Q3 		$391K Hold
1,753
– – 0.03% 103
2024
Q2 		$369K Sell
1,753
-59
-3% -$12.1K 0.03% 104
2024
Q1 		$373K Buy
1,812
+1
+0.1% +$199 0.03% 104
2023
Q4 		$343K Sell
1,811
-170
-9% -$32.8K 0.03% 98
2023
Q3 		$377K Buy
1,981
+1
+0.1% +$192 0.04% 92
2023
Q2 		$372K Sell
1,980
-264
-12% -$46.8K 0.04% 96
2023
Q1 		$374K Sell
2,244
-80
-3% -$13.3K 0.04% 94
2022
Q4 		$385K Sell
2,324
-4
-0.2% -$654 0.05% 91
2022
Q3 		$347K Sell
2,328
-91
-4% -$14.6K 0.05% 92
2022
Q2 		$375K Sell
2,419
-339
-12% -$54.3K 0.05% 88
2022
Q1 		$446K Sell
2,758
-70
-2% -$11K 0.06% 87
2021
Q4 		$492K Sell
2,828
-19
-0.7% -$3.16K 0.07% 84
2021
Q3 		$431K Buy
+2,847
New +$431K 0.06% 84

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

Cahaba Wealth Management's MRSH Position: Q2 2026 in Review

Cahaba Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,174 shares — an estimated $204K sold.

Cahaba Wealth Management first reported a position in MRSH in Q3 2021 and held it in 19 quarters. The position peaked at $492K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cahaba Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Cahaba Wealth Management sold 1,174 Marsh shares in Q2 2026, an estimated $204K.
  • Cahaba Wealth Management first reported a position in Marsh in Q3 2021 and held it in 19 quarters.
  • Cahaba Wealth Management's Marsh position peaked at $492K in Q4 2021.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.