CIA
MRSH

Cape Investment Advisory’s Marsh MRSH Stock Holding History

Cape Investment Advisory’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 		$4.17K Buy
+25
New +$4.18K ﹤0.01% 1079
2026
Q1 		– Sell
-103
Closed -$19.1K – 807
2025
Q4 		$19.1K Buy
+103
New +$19.3K 0.01% 627
2025
Q3 		– Sell
-7
Closed -$1.53K – 1046
2025
Q2 		$1.53K Hold
7
– – ﹤0.01% 984
2025
Q1 		$1.71K Sell
7
-1
-13% -$227 ﹤0.01% 911
2024
Q4 		$1.7K Buy
+8
New +$1.77K ﹤0.01% 897
2024
Q1 		– Sell
-6
Closed -$1.14K – 1078
2023
Q4 		$1.14K Buy
+6
New +$1.16K ﹤0.01% 997
2023
Q2 		– Sell
-35
Closed -$5.83K – 954
2023
Q1 		$5.83K Buy
+35
New +$5.83K ﹤0.01% 637

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

Cape Investment Advisory's MRSH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Marsh (MRSH) in Q2 2026: 25 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MRSH as recently as Q4 2025.

Cape Investment Advisory first reported a position in MRSH in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.1K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cape Investment Advisory held 25 shares of Marsh worth $4.17K as of Q2 2026.
  • Marsh was a new Cape Investment Advisory position in Q2 2026.
  • Marsh made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1079 holding.
  • Cape Investment Advisory first reported a position in Marsh in Q1 2023 and has held it in 7 quarters since.
  • Cape Investment Advisory's Marsh position peaked at $19.1K in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.