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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
Q2 		$11.1M Sell
66,601
-3,747
-5% -$626K 0.22% 84
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
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 $3.38T AUM 44.17% 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

Callan Family Office's MRSH Position: Q2 2026 in Review

Callan Family Office reduced its Marsh (MRSH) stake by 5.3% in Q2 2026, selling an estimated $626K and leaving 66,601 shares worth $11.1M. The position accounts for 0.22% of the portfolio, ranked #84.

Callan Family Office first reported a position in MRSH in Q1 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q4 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Callan Family Office held 66,601 shares of Marsh worth $11.1M as of Q2 2026.
  • Callan Family Office sold 3,747 Marsh shares in Q2 2026, an estimated $626K.
  • Marsh made up 0.22% of Callan Family Office's portfolio in Q2 2026, its #84 holding.
  • Callan Family Office first reported a position in Marsh in Q1 2023 and has held it in 10 quarters since.
  • Callan Family Office's Marsh position peaked at $14.1M in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.