CG
MRSH

Caprock Group’s Marsh MRSH Stock Holding History

Caprock Group’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 		$2.15M Sell
12,406
-554
-4% -$99.6K 0.05% 320
2025
Q4 		$2.4M Sell
12,960
-2,381
-16% -$445K 0.05% 323
2025
Q3 		$3.16M Buy
+15,341
New +$3.16M 0.08% 221
2025
Q1 		$3.5M Buy
14,360
+792
+6% +$180K 0.11% 165
2024
Q4 		$2.88M Buy
13,568
+301
+2% +$66.8K 0.09% 187
2024
Q3 		$2.96M Buy
13,267
+649
+5% +$144K 0.11% 162
2024
Q2 		$2.66M Buy
12,618
+7,113
+129% +$1.46M 0.11% 161
2024
Q1 		$1.13M Buy
5,505
+618
+13% +$123K 0.07% 224
2023
Q4 		$926K Sell
4,887
-555
-10% -$107K 0.06% 249
2023
Q3 		$1.04M Sell
5,442
-1,673
-24% -$321K 0.08% 203
2023
Q2 		$1.34M Buy
7,115
+640
+10% +$114K 0.1% 169
2023
Q1 		$1.08M Buy
6,475
+506
+8% +$84.3K 0.08% 186
2022
Q4 		$988K Buy
5,969
+346
+6% +$56.6K 0.09% 172
2022
Q3 		$840K Sell
5,623
-392
-7% -$62.9K 0.08% 180
2022
Q2 		$934K Buy
6,015
+1,487
+33% +$238K 0.09% 164
2022
Q1 		$772K Buy
4,528
+410
+10% +$64.6K 0.07% 214
2021
Q4 		$716K Buy
4,118
+687
+20% +$114K 0.06% 227
2021
Q3 		$520K Buy
3,431
+223
+7% +$33.7K 0.05% 249
2021
Q2 		$451K Buy
3,208
+79
+3% +$10.6K 0.04% 281
2021
Q1 		$381K Buy
3,129
+297
+10% +$34.2K 0.04% 280
2020
Q4 		$331K Sell
2,832
-455
-14% -$51.7K 0.04% 304
2020
Q3 		$377K Buy
3,287
+228
+7% +$26.1K 0.05% 253
2020
Q2 		$328K Buy
3,059
+73
+2% +$7.39K 0.05% 273
2020
Q1 		$258K Sell
2,986
-104
-3% -$11.1K 0.05% 262
2019
Q4 		$344K Sell
3,090
-107
-3% -$11.2K 0.06% 222
2019
Q3 		$320K Buy
3,197
+975
+44% +$97.5K 0.06% 227
2019
Q2 		$222K Buy
+2,222
New +$213K 0.04% 286

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

Caprock Group's MRSH Position: Q1 2026 in Review

Caprock Group reduced its Marsh (MRSH) stake by 4.3% in Q1 2026, selling an estimated $99.6K and leaving 12,406 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #320.

Caprock Group first reported a position in MRSH in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.5M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Caprock Group held 12,406 shares of Marsh worth $2.15M as of Q1 2026.
  • Caprock Group sold 554 Marsh shares in Q1 2026, an estimated $99.6K.
  • Marsh made up 0.05% of Caprock Group's portfolio in Q1 2026, its #320 holding.
  • Caprock Group first reported a position in Marsh in Q2 2019 and has held it in 27 quarters since.
  • Caprock Group's Marsh position peaked at $3.5M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.