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
Q2 		$2.63M Buy
15,753
+3,347
+27% +$559K 0.05% 315
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 $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

Caprock Group's MRSH Position: Q2 2026 in Review

Caprock Group increased its Marsh (MRSH) stake by 27% in Q2 2026, buying an estimated $559K and bringing the position to 15,753 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #315.

Caprock Group first reported a position in MRSH in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.5M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Caprock Group held 15,753 shares of Marsh worth $2.63M as of Q2 2026.
  • Caprock Group bought 3,347 Marsh shares in Q2 2026, an estimated $559K.
  • Marsh made up 0.05% of Caprock Group's portfolio in Q2 2026, its #315 holding.
  • Caprock Group first reported a position in Marsh in Q2 2019 and has held it in 28 quarters since.
  • Caprock Group's Marsh position peaked at $3.5M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.