CT
MRSH

Caldwell Trust’s Marsh MRSH Stock Holding History

Caldwell Trust’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 		$612K Hold
3,531
– – 0.05% 209
2025
Q4 		$655K Sell
3,531
-396
-10% -$74K 0.06% 203
2025
Q3 		$791K Buy
3,927
+311
+9% +$64K 0.07% 182
2025
Q2 		$791K Hold
3,616
– – 0.08% 178
2025
Q1 		$882K Hold
3,616
– – 0.09% 172
2024
Q4 		$768K Sell
3,616
-50
-1% -$11.1K 0.08% 181
2024
Q3 		$818K Sell
3,666
-385
-10% -$85.5K 0.09% 177
2024
Q2 		$854K Buy
4,051
+580
+17% +$119K 0.09% 167
2024
Q1 		$715K Sell
3,471
-31
-0.9% -$6.18K 0.08% 176
2023
Q4 		$664K Sell
3,502
-12
-0.3% -$2.32K 0.08% 177
2023
Q3 		$669K Sell
3,514
-25
-0.7% -$4.79K 0.09% 166
2023
Q2 		$666K Buy
3,539
+83
+2% +$14.7K 0.09% 175
2023
Q1 		$576K Hold
3,456
– – 0.08% 182
2022
Q4 		$572K Sell
3,456
-388
-10% -$63.4K 0.08% 188
2022
Q3 		$574K Buy
3,844
+224
+6% +$35.9K 0.09% 178
2022
Q2 		$562K Sell
3,620
-16
-0.4% -$2.56K 0.08% 180
2022
Q1 		$620K Hold
3,636
– – 0.07% 185
2021
Q4 		$632K Sell
3,636
-130
-3% -$21.6K 0.07% 186
2021
Q3 		$570K Hold
3,766
– – 0.07% 189
2021
Q2 		$530K Sell
3,766
-34
-0.9% -$4.56K 0.07% 186
2021
Q1 		$463K Hold
3,800
– – 0.06% 190
2020
Q4 		$445K Hold
3,800
– – 0.07% 183
2020
Q3 		$436K Hold
3,800
– – 0.07% 181
2020
Q2 		$408K Hold
3,800
– – 0.07% 188
2020
Q1 		$329K Hold
3,800
– – 0.06% 194
2019
Q4 		$423K Buy
+3,800
New +$397K 0.06% 190

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

Caldwell Trust's MRSH Position: Q1 2026 in Review

Caldwell Trust held its Marsh (MRSH) position steady in Q1 2026 at 3,531 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #209.

Caldwell Trust first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $882K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Caldwell Trust held 3,531 shares of Marsh worth $612K as of Q1 2026.
  • Caldwell Trust left its Marsh share count unchanged in Q1 2026.
  • Marsh made up 0.05% of Caldwell Trust's portfolio in Q1 2026, its #209 holding.
  • Caldwell Trust first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Marsh position peaked at $882K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.