Callan Family Office’s Marsh MRSH Stock Holding History

Callan Family Office’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	$12.2M	Sell	70,348 -5,895	-8%	-$1.06M	0.28%	71
2025 Q4	$14.1M	Buy	76,243 +13,214	+21%	+$2.47M	0.3%	59
2025 Q3	$12.7M	Buy	63,029 +842	+1%	+$173K	0.4%	48
2025 Q2	$13.6M	Buy	62,187 +34,061	+121%	+$7.69M	0.43%	47
2025 Q1	$6.86M	Buy	28,126 +1,984	+8%	+$450K	0.51%	38
2024 Q4	$5.55M	Buy	26,142 +24,570	+1,563%	+$5.45M	0.35%	52
2024 Q3	$351K	Buy	1,572 +194	+14%	+$43.1K	0.06%	129
2024 Q2	$290K	Buy	+1,378	New	+$283K	0.06%	123
2023 Q2	–	Sell	-1,374	Closed	-$229K	–	141
2023 Q1	$229K	Buy	+1,374	New	+$229K	0.06%	147

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Callan Family Office's MRSH Position: Q1 2026 in Review

Callan Family Office reduced its Marsh (MRSH) stake by 7.7% in Q1 2026, selling an estimated $1.06M and leaving 70,348 shares worth $12.2M. The position accounts for 0.28% of the portfolio, ranked #71.

Callan Family Office first reported a position in MRSH in Q1 2023 and has held it in 9 quarters since. The position peaked at $14.1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Callan Family Office held 70,348 shares of Marsh worth $12.2M as of Q1 2026.
Callan Family Office sold 5,895 Marsh shares in Q1 2026, an estimated $1.06M.
Marsh made up 0.28% of Callan Family Office's portfolio in Q1 2026, its #71 holding.
Callan Family Office first reported a position in Marsh in Q1 2023 and has held it in 9 quarters since.
Callan Family Office's Marsh position peaked at $14.1M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.