CSC
MRSH

Caldwell Sutter Capital’s Marsh MRSH Stock Holding History

Caldwell Sutter Capital’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 		$89.7K Buy
538
+66
+14% +$11K 0.03% 318
2026
Q1 		$81.9K Buy
472
+90
+24% +$16.2K 0.03% 321
2025
Q4 		$70.9K Buy
382
+65
+21% +$12.2K 0.03% 316
2025
Q3 		$63.9K Buy
317
+17
+6% +$3.5K 0.03% 333
2025
Q2 		$65.6K Buy
300
+23
+8% +$5.19K 0.03% 320
2025
Q1 		$67.6K Sell
277
-11
-4% -$2.5K 0.03% 318
2024
Q4 		$61.2K Buy
288
+2
+0.7% +$444 0.03% 331
2024
Q3 		$63.8K Sell
286
-3
-1% -$666 0.03% 329
2024
Q2 		$60.9K Sell
289
-41
-12% -$8.42K 0.03% 329
2024
Q1 		$68K Buy
330
+35
+12% +$6.97K 0.03% 317
2023
Q4 		$55.9K Buy
295
+12
+4% +$2.32K 0.03% 320
2023
Q3 		$53.9K Sell
283
-125
-31% -$24K 0.03% 308
2023
Q2 		$76.7K Hold
408
– – 0.04% 282
2023
Q1 		$68K Buy
+408
New +$68K 0.05% 219

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

Caldwell Sutter Capital's MRSH Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Marsh (MRSH) stake by 14% in Q2 2026, buying an estimated $11K and bringing the position to 538 shares worth $89.7K. The position accounts for 0.03% of the portfolio, ranked #318.

Caldwell Sutter Capital first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Caldwell Sutter Capital held 538 shares of Marsh worth $89.7K as of Q2 2026.
  • Caldwell Sutter Capital bought 66 Marsh shares in Q2 2026, an estimated $11K.
  • Marsh made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #318 holding.
  • Caldwell Sutter Capital first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.