CIAS
MRSH

CBIZ Investment Advisory Services’s Marsh MRSH Stock Holding History

CBIZ Investment Advisory Services’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 		$7.8K Hold
45
– – ﹤0.01% 180
2026
Q1 		$7.8K Sell
45
-156
-78% -$28K ﹤0.01% 180
2025
Q4 		$37.3K Buy
201
+126
+168% +$23.6K ﹤0.01% 178
2025
Q3 		$15.1K Buy
75
+30
+67% +$6.17K ﹤0.01% 292
2025
Q2 		$9.84K Buy
45
+38
+543% +$8.58K ﹤0.01% 356
2025
Q1 		$1.71K Buy
+7
New +$1.59K ﹤0.01% 495
2020
Q1 		– Hold
0
– – – 107

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

CBIZ Investment Advisory Services's MRSH Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Marsh (MRSH) position steady in Q2 2026 at 45 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

CBIZ Investment Advisory Services first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.3K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • CBIZ Investment Advisory Services held 45 shares of Marsh worth $7.8K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #180 holding.
  • CBIZ Investment Advisory Services first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Marsh position peaked at $37.3K in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.