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
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 $5.7T 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