Caldwell Trust
MRSH icon

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
Q3 		$599K Sell
3,511
-20
-0.6% -$3.66K 0.05% 214
2026
Q2 		$589K Hold
3,531
– – 0.05% 217
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Trust's MRSH Position: Q3 2026 in Review

Caldwell Trust reduced its Marsh (MRSH) stake by 0.57% in Q3 2026, selling an estimated $3.66K and leaving 3,511 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #214.

Caldwell Trust first reported a position in MRSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $882K in Q1 2025. 1,057 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Caldwell Trust held 3,511 shares of Marsh worth $599K as of Q3 2026.
  • Caldwell Trust sold 20 Marsh shares in Q3 2026, an estimated $3.66K.
  • Marsh made up 0.05% of Caldwell Trust's portfolio in Q3 2026, its #214 holding.
  • Caldwell Trust first reported a position in Marsh in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Marsh position peaked at $882K in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.