CIM
MRSH

CCLA Investment Management’s Marsh MRSH Stock Holding History

CCLA Investment Management’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
2025
Q4 		$120M Sell
647,823
-8,811
-1% -$1.65M 1.93% 25
2025
Q3 		$132M Buy
+656,634
New +$135M 2.12% 24
2025
Q1 		$147M Buy
601,373
+52,827
+10% +$12M 2.6% 11
2024
Q4 		$117M Buy
548,546
+52,219
+11% +$11.6M 1.85% 27
2024
Q3 		$105M Hold
496,327
– – 1.61% 33
2024
Q2 		$105M Buy
496,327
+50,039
+11% +$10.3M 1.61% 33
2024
Q1 		$91.9M Buy
446,288
+116,094
+35% +$23.1M 1.41% 40
2023
Q4 		$62.4M Buy
330,194
+2,539
+0.8% +$491K 1.02% 54
2023
Q3 		$62.4M Buy
327,655
+351
+0.1% +$67.3K 1.17% 46
2023
Q2 		$61.5M Buy
327,304
+3,425
+1% +$608K 1.1% 53
2023
Q1 		$53.9M Hold
323,879
– – 1.06% 53
2022
Q4 		$53.6M Sell
323,879
-39,640
-11% -$6.48M 1.21% 48
2022
Q3 		$54.4M Buy
+363,519
New +$58.3M 1.31% 42
2022
Q1 		$93.2M Buy
546,528
+23,418
+4% +$3.69M 1.68% 27
2021
Q4 		$90.9M Buy
523,110
+16,197
+3% +$2.69M 1.49% 38
2021
Q3 		$76.8M Buy
506,913
+3,170
+0.6% +$479K 1.27% 43
2021
Q2 		$70.9M Buy
503,743
+2,548
+0.5% +$342K 0.86% 45
2021
Q1 		$61.1M Buy
501,195
+19,997
+4% +$2.3M 1.22% 40
2020
Q4 		$55.7M Buy
+481,198
New +$54.7M 1.25% 45

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCLA Investment Management's MRSH Position: Q4 2025 in Review

CCLA Investment Management reduced its Marsh (MRSH) stake by 1.3% in Q4 2025, selling an estimated $1.65M and leaving 647,823 shares worth $120M. The position accounts for 1.93% of the portfolio, ranked #25.

CCLA Investment Management first reported a position in MRSH in Q4 2020 and has held it in 19 quarters since. The position peaked at $147M in Q1 2025. 1,592 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • CCLA Investment Management held 647,823 shares of Marsh worth $120M as of Q4 2025.
  • CCLA Investment Management sold 8,811 Marsh shares in Q4 2025, an estimated $1.65M.
  • Marsh made up 1.93% of CCLA Investment Management's portfolio in Q4 2025, its #25 holding.
  • CCLA Investment Management first reported a position in Marsh in Q4 2020 and has held it in 19 quarters since.
  • CCLA Investment Management's Marsh position peaked at $147M in Q1 2025.
  • 1,592 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.