Carson Wealth (CWM LLC)’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.4M | Buy |
134,815
+70,452
| +109% | +$12.7M | 0.06% | 296 |
|
|
2025
Q4 | $11.9M | Buy |
64,363
+27,858
| +76% | +$5.21M | 0.03% | 457 |
|
|
2025
Q3 | $7.36M | Buy |
36,505
+13,840
| +61% | +$2.85M | 0.02% | 575 |
|
|
2025
Q2 | $4.96M | Sell |
22,665
-3,484
| -13% | -$787K | 0.02% | 587 |
|
|
2025
Q1 | $6.38M | Buy |
26,149
+2,044
| +8% | +$464K | 0.03% | 454 |
|
|
2024
Q4 | $5.12M | Buy |
24,105
+2,055
| +9% | +$456K | 0.02% | 472 |
|
|
2024
Q3 | $4.92M | Buy |
22,050
+523
| +2% | +$116K | 0.02% | 445 |
|
|
2024
Q2 | $4.54M | Buy |
21,527
+121
| +0.6% | +$24.9K | 0.02% | 439 |
|
|
2024
Q1 | $4.41M | Sell |
21,406
-39
| -0.2% | -$7.77K | 0.02% | 444 |
|
|
2023
Q4 | $4.06M | Sell |
21,445
-258
| -1% | -$49.9K | 0.02% | 437 |
|
|
2023
Q3 | $4.13M | Sell |
21,703
-268
| -1% | -$51.4K | 0.03% | 401 |
|
|
2023
Q2 | $4.13M | Buy |
21,971
+45
| +0.2% | +$7.99K | 0.03% | 379 |
|
|
2023
Q1 | $3.65M | Buy |
21,926
+939
| +4% | +$156K | 0.02% | 382 |
|
|
2022
Q4 | $3.47M | Buy |
20,987
+4,283
| +26% | +$700K | 0.03% | 372 |
|
|
2022
Q3 | $2.49M | Buy |
16,704
+1,769
| +12% | +$284K | 0.02% | 391 |
|
|
2022
Q2 | $2.32M | Buy |
14,935
+3,846
| +35% | +$616K | 0.02% | 393 |
|
|
2022
Q1 | $1.89M | Buy |
11,089
+1,045
| +10% | +$165K | 0.01% | 415 |
|
|
2021
Q4 | $1.75M | Buy |
+10,044
| New | +$1.67M | 0.01% | 461 |
|
|
2021
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2021
Q1 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2020
Q4 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2020
Q3 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2020
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2020
Q1 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2019
Q4 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2019
Q3 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2019
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 513 |
|
|
2019
Q1 | $1.36M | Buy |
9,690
+7,749
| +399% | +$685K | 0.01% | 513 |
|
|
2018
Q4 | $155K | Buy |
1,941
+132
| +7% | +$11K | ﹤0.01% | 651 |
|
|
2018
Q3 | $150K | Buy |
1,809
+23
| +1% | +$1.95K | ﹤0.01% | 562 |
|
|
2018
Q2 | $146K | Sell |
1,786
-3
| -0.2% | -$245 | ﹤0.01% | 469 |
|
|
2018
Q1 | $148K | Buy |
1,789
+16
| +0.9% | +$1.32K | 0.01% | 400 |
|
|
2017
Q4 | $144K | Sell |
1,773
-83
| -4% | -$6.9K | 0.01% | 383 |
|
|
2017
Q3 | $156K | Buy |
1,856
+82
| +5% | +$6.5K | 0.01% | 355 |
|
|
2017
Q2 | $138K | Buy |
1,774
+13
| +0.7% | +$982 | 0.01% | 351 |
|
|
2017
Q1 | $130K | Buy |
1,761
+1,698
| +2,695% | +$121K | 0.01% | 335 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$4.22K | ﹤0.01% | 882 |
|
Other funds holding MRSH
VCM
VPM
Carson Wealth (CWM LLC)'s MRSH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Marsh (MRSH) stake by 109% in Q1 2026, buying an estimated $12.7M and bringing the position to 134,815 shares worth $23.4M. The position accounts for 0.06% of the portfolio, ranked #296.
Carson Wealth (CWM LLC) first reported a position in MRSH in Q4 2016 and has held it in 37 quarters since. 1,543 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Carson Wealth (CWM LLC) held 134,815 shares of Marsh worth $23.4M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 70,452 Marsh shares in Q1 2026, an estimated $12.7M.
- Marsh made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #296 holding.
- Carson Wealth (CWM LLC) first reported a position in Marsh in Q4 2016 and has held it in 37 quarters since.
- 1,543 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.