CSPIA
MRSH

Cary Street Partners Investment Advisory’s Marsh MRSH Stock Holding History

Cary Street Partners Investment Advisory’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 		$751K Sell
4,505
-287
-6% -$48K 0.15% 145
2026
Q1 		$831K Sell
4,792
-7
-0.1% -$1.26K 0.21% 112
2025
Q4 		$890K Buy
4,799
+16
+0.3% +$2.99K 0.24% 107
2025
Q3 		$964K Buy
4,783
+870
+22% +$179K 0.4% 49
2025
Q2 		$856K Buy
3,913
+130
+3% +$29.3K 0.41% 49
2025
Q1 		$923K Buy
3,783
+422
+13% +$95.7K 0.53% 41
2024
Q4 		$714K Sell
3,361
-28,630
-89% -$6.35M 0.47% 50
2024
Q3 		$7.14M Buy
31,991
+254
+0.8% +$56.4K 0.26% 98
2024
Q2 		$6.69M Buy
31,737
+2,096
+7% +$431K 0.27% 98
2024
Q1 		$6.11M Buy
29,641
+235
+0.8% +$46.8K 0.26% 103
2023
Q4 		$5.57M Buy
29,406
+844
+3% +$163K 0.27% 104
2023
Q3 		$5.44M Buy
28,562
+10,754
+60% +$2.06M 0.29% 96
2023
Q2 		$3.35M Buy
17,808
+1,489
+9% +$264K 0.22% 129
2023
Q1 		$2.72M Sell
16,319
-195
-1% -$32.5K 0.2% 139
2022
Q4 		$2.73M Buy
16,514
+377
+2% +$61.6K 0.2% 129
2022
Q3 		$2.41M Buy
16,137
+100
+0.6% +$16K 0.2% 126
2022
Q2 		$2.49M Buy
16,037
+1,321
+9% +$212K 0.21% 120
2022
Q1 		$2.51M Buy
14,716
+35
+0.2% +$5.52K 0.69% 39
2021
Q4 		$2.55M Buy
14,681
+250
+2% +$41.5K 0.71% 38
2021
Q3 		$2.19M Sell
14,431
-988
-6% -$149K 0.72% 38
2021
Q2 		$2.17M Buy
15,419
+9,060
+142% +$1.21M 0.7% 41
2021
Q1 		$775K Sell
6,359
-2,967
-32% -$342K 0.32% 81
2020
Q4 		$1.09M Sell
9,326
-14,604
-61% -$1.66M 0.21% 119
2020
Q3 		$2.75M Buy
+23,930
New +$2.74M 0.58% 51

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's MRSH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Marsh (MRSH) stake by 6% in Q2 2026, selling an estimated $48K and leaving 4,505 shares worth $751K. The position accounts for 0.15% of the portfolio, ranked #145.

Cary Street Partners Investment Advisory first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.14M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,505 shares of Marsh worth $751K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 287 Marsh shares in Q2 2026, an estimated $48K.
  • Marsh made up 0.15% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #145 holding.
  • Cary Street Partners Investment Advisory first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Marsh position peaked at $7.14M in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.