Cerity Partners
MRSH

Cerity Partners’s Marsh MRSH Stock Holding History

Cerity Partners’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
Q1 		$37M Buy
213,048
+33,144
+18% +$5.96M 0.05% 298
2025
Q4 		$33.4M Sell
179,904
-125,878
-41% -$23.5M 0.05% 300
2025
Q3 		$61.6M Sell
305,782
-12,112
-4% -$2.49M 0.1% 182
2025
Q2 		$69.5M Buy
317,894
+56,931
+22% +$12.9M 0.12% 159
2025
Q1 		$63.7M Buy
260,963
+135,306
+108% +$30.7M 0.13% 159
2024
Q4 		$27M Sell
125,657
-5,029
-4% -$1.12M 0.06% 265
2024
Q3 		$29.2M Buy
130,686
+32,312
+33% +$7.17M 0.06% 251
2024
Q2 		$20.7M Sell
98,374
-9,223
-9% -$1.89M 0.05% 276
2024
Q1 		$22.2M Buy
107,597
+32,508
+43% +$6.48M 0.06% 273
2023
Q4 		$14.2M Buy
75,089
+43,329
+136% +$8.37M 0.05% 312
2023
Q3 		$6.04M Sell
31,760
-27,018
-46% -$5.18M 0.03% 384
2023
Q2 		$11.1M Sell
58,778
-9,820
-14% -$1.74M 0.04% 332
2023
Q1 		$12.3M Buy
68,598
+4,110
+6% +$685K 0.03% 326
2022
Q4 		$11M Buy
64,488
+7,075
+12% +$1.16M 0.07% 246
2022
Q3 		$8.57M Buy
57,413
+729
+1% +$117K 0.1% 175
2022
Q2 		$8.8M Sell
56,684
-37,437
-40% -$6M 0.1% 186
2022
Q1 		$16M Sell
94,121
-16,502
-15% -$2.6M 0.25% 79
2021
Q4 		$19.2M Buy
110,623
+5,786
+6% +$961K 0.29% 64
2021
Q3 		$15.9M Buy
104,837
+807
+0.8% +$122K 0.35% 59
2021
Q2 		$14.6M Buy
104,030
+49,490
+91% +$6.64M 0.32% 62
2021
Q1 		$6.64M Buy
+54,540
New +$6.28M 0.16% 129

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cerity Partners's MRSH Position: Q1 2026 in Review

Cerity Partners increased its Marsh (MRSH) stake by 18% in Q1 2026, buying an estimated $5.96M and bringing the position to 213,048 shares worth $37M. The position accounts for 0.05% of the portfolio, ranked #298.

Cerity Partners first reported a position in MRSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $69.5M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Cerity Partners held 213,048 shares of Marsh worth $37M as of Q1 2026.
  • Cerity Partners bought 33,144 Marsh shares in Q1 2026, an estimated $5.96M.
  • Marsh made up 0.05% of Cerity Partners's portfolio in Q1 2026, its #298 holding.
  • Cerity Partners first reported a position in Marsh in Q1 2021 and has held it in 21 quarters since.
  • Cerity Partners's Marsh position peaked at $69.5M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.