CGPCS
MRSH

Capital Group Private Client Services’s Marsh MRSH Stock Holding History

Capital Group Private Client Services’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 		$17.8M Sell
106,898
-11,358
-10% -$1.9M 0.25% 45
2026
Q1 		$20.5M Sell
118,256
-59,965
-34% -$10.8M 0.35% 40
2025
Q4 		$33.1M Sell
178,221
-5,223
-3% -$976K 0.53% 32
2025
Q3 		$37M Sell
183,444
-565,340
-76% -$116M 0.62% 27
2025
Q2 		$164M Sell
748,784
-18,871
-2% -$4.26M 1.42% 18
2025
Q1 		$187M Sell
767,655
-25,745
-3% -$5.84M 1.83% 10
2024
Q4 		$169M Buy
793,400
+8,112
+1% +$1.8M 1.55% 13
2024
Q3 		$175M Sell
785,288
-19,649
-2% -$4.36M 1.67% 10
2024
Q2 		$170M Buy
804,937
+45,381
+6% +$9.32M 1.7% 10
2024
Q1 		$156M Sell
759,556
-69,304
-8% -$13.8M 1.6% 12
2023
Q4 		$157M Sell
828,860
-24,706
-3% -$4.77M 1.62% 13
2023
Q3 		$162M Sell
853,566
-25,456
-3% -$4.88M 1.98% 10
2023
Q2 		$165M Sell
879,022
-14,547
-2% -$2.58M 1.95% 10
2023
Q1 		$149M Sell
893,569
-21,283
-2% -$3.55M 1.84% 8
2022
Q4 		$151M Sell
914,852
-25,742
-3% -$4.21M 1.91% 10
2022
Q3 		$140M Sell
940,594
-12,445
-1% -$2M 1.97% 10
2022
Q2 		$148M Sell
953,039
-10,922
-1% -$1.75M 1.91% 9
2022
Q1 		$164M Buy
963,961
+6,672
+0.7% +$1.05M 1.8% 11
2021
Q4 		$166M Sell
957,289
-10,942
-1% -$1.82M 1.78% 11
2021
Q3 		$147M Buy
+968,231
New +$146M 1.7% 13

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

Capital Group Private Client Services's MRSH Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Marsh (MRSH) stake by 9.6% in Q2 2026, selling an estimated $1.9M and leaving 106,898 shares worth $17.8M. The position accounts for 0.25% of the portfolio, ranked #45.

Capital Group Private Client Services first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $187M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Capital Group Private Client Services held 106,898 shares of Marsh worth $17.8M as of Q2 2026.
  • Capital Group Private Client Services sold 11,358 Marsh shares in Q2 2026, an estimated $1.9M.
  • Marsh made up 0.25% of Capital Group Private Client Services's portfolio in Q2 2026, its #45 holding.
  • Capital Group Private Client Services first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's Marsh position peaked at $187M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.