CPA
MRSH

Capital Performance Advisors’s Marsh MRSH Stock Holding History

Capital Performance Advisors’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 		– Sell
-3,107
Closed -$539K – 428
2026
Q1 		$539K Buy
3,107
+1,801
+138% +$324K 0.04% 213
2025
Q4 		$242K Sell
1,306
-531
-29% -$99.3K 0.02% 363
2025
Q3 		$370K Buy
+1,837
New +$378K 0.06% 174
2024
Q4 		– Sell
-183
Closed -$40.8K – 1677
2024
Q3 		$40.8K Buy
+183
New +$40.6K 0.01% 405

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 Performance Advisors's MRSH Position: Q2 2026 in Review

Capital Performance Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,107 shares — an estimated $539K sold.

Capital Performance Advisors first reported a position in MRSH in Q3 2024 and held it in 4 quarters. The position peaked at $539K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Capital Performance Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,107 Marsh shares in Q2 2026, an estimated $539K.
  • Capital Performance Advisors first reported a position in Marsh in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Marsh position peaked at $539K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.