Capital Fund Management (CFM)
MRSH

Capital Fund Management (CFM)’s Marsh MRSH Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-14,000
Closed -$2.6M – 2377
2025
Q4 		$2.6M Sell
14,000
-17,400
-55% -$3.25M 0.01% 1569
2025
Q3 		$6.33M Buy
+31,400
New +$6.46M 0.02% 1098
2025
Q1 		– Sell
-17,500
Closed -$3.72M – 2212
2024
Q4 		$3.72M Sell
17,500
-17,000
-49% -$3.77M 0.01% 1222
2024
Q3 		$7.7M Buy
34,500
+16,200
+89% +$3.6M 0.02% 824
2024
Q2 		$3.86M Sell
18,300
-16,000
-47% -$3.29M 0.01% 1084
2024
Q1 		$7.07M Sell
34,300
-200
-0.6% -$39.9K 0.02% 884
2023
Q4 		$6.54M Buy
34,500
+8,900
+35% +$1.72M 0.02% 967
2023
Q3 		$4.87M Buy
+25,600
New +$4.91M 0.02% 945
2022
Q2 		– Sell
-12,700
Closed -$2.16M – 1572
2022
Q1 		$2.16M Buy
12,700
+2,600
+26% +$410K 0.02% 922
2021
Q4 		$1.76M Sell
10,100
-6,800
-40% -$1.13M 0.01% 1088
2021
Q3 		$2.56M Buy
+16,900
New +$2.56M 0.02% 823
2020
Q4 		– Sell
-11,300
Closed -$1.3M – 1460
2020
Q3 		$1.3M Buy
+11,300
New +$1.29M 0.02% 788
2020
Q2 		– Sell
-15,800
Closed -$1.37M – 1357
2020
Q1 		$1.37M Buy
15,800
+5,600
+55% +$597K 0.02% 656
2019
Q4 		$1.14M Sell
10,200
-4,700
-32% -$491K 0.01% 1042
2019
Q3 		$1.49M Sell
14,900
-5,400
-27% -$540K 0.01% 883
2019
Q2 		$2.02M Buy
+20,300
New +$1.94M 0.02% 797
2018
Q1 		– Sell
-5,500
Closed -$448K – 2049
2017
Q4 		$448K Sell
5,500
-800
-13% -$66.5K ﹤0.01% 1497
2017
Q3 		$528K Buy
6,300
+2,600
+70% +$206K ﹤0.01% 1166
2017
Q2 		$288K Buy
+3,700
New +$279K ﹤0.01% 1281
2017
Q1 		– Sell
-4,300
Closed -$291K – 1695
2016
Q4 		$291K Sell
4,300
-100
-2% -$6.7K ﹤0.01% 1449
2016
Q3 		$296K Buy
+4,400
New +$295K ﹤0.01% 1380

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

Capital Fund Management (CFM)'s MRSH Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Marsh (MRSH) stake by 145% in Q1 2026, buying an estimated $34.4M and bringing the position to 323,016 shares worth $56M. The position accounts for 0.25% of the portfolio, ranked #60.

Capital Fund Management (CFM) first reported a position in MRSH in Q1 2015 and has held it in 14 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Capital Fund Management (CFM) held 323,016 shares of Marsh worth $56M as of Q1 2026.
  • Capital Fund Management (CFM) bought 191,128 Marsh shares in Q1 2026, an estimated $34.4M.
  • Marsh made up 0.25% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #60 holding.
  • Capital Fund Management (CFM) first reported a position in Marsh in Q1 2015 and has held it in 14 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.