Carlson Capital
MRSH icon

Carlson Capital’s Marsh MRSH Stock Holding History

Carlson Capital’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
Q3 		– Sell
-1,900
Closed -$317K – 102
2026
Q2 		$317K Hold
1,900
– – 0.06% 68
2026
Q1 		$330K Buy
+1,900
New +$342K 0.1% 70
2025
Q4 		– Sell
-1,000
Closed -$202K – 83
2025
Q3 		$202K Buy
+1,000
New +$206K 0.07% 61
2018
Q2 		– Sell
-317,106
Closed -$26.2M – 286
2018
Q1 		$26.2M Sell
317,106
-65,825
-17% -$5.45M 0.4% 62
2017
Q4 		$31.2M Buy
382,931
+116,973
+44% +$9.7M 0.53% 51
2017
Q3 		$22.3M Buy
265,958
+206,108
+344% +$16.3M 0.38% 79
2017
Q2 		$4.67M Sell
59,850
-43,486
-42% -$3.28M 0.07% 207
2017
Q1 		$7.64M Sell
103,336
-100,153
-49% -$7.16M 0.1% 208
2016
Q4 		$13.8M Buy
+203,489
New +$13.6M 0.16% 156

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Carlson Capital's MRSH Position: Q3 2026 in Review

Carlson Capital sold out of Marsh (MRSH) in Q3 2026, closing a stake of 1,900 shares — an estimated $317K sold.

Carlson Capital first reported a position in MRSH in Q4 2016 and held it in 9 quarters. The position peaked at $31.2M in Q4 2017. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Carlson Capital reported no remaining Marsh position as of Q3 2026 after selling out during the quarter.
  • Carlson Capital sold 1,900 Marsh shares in Q3 2026, an estimated $317K.
  • Carlson Capital first reported a position in Marsh in Q4 2016 and held it in 9 quarters.
  • Carlson Capital's Marsh position peaked at $31.2M in Q4 2017.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Carlson Capital's 13F filing for Q3 2026, filed 9 Nov 2026.