CCA
MRSH

Checchi Capital Advisers’s Marsh MRSH Stock Holding History

Checchi Capital Advisers’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 		$779K Sell
4,674
-645
-12% -$108K 0.04% 274
2026
Q1 		$923K Buy
5,319
+369
+7% +$66.3K 0.05% 225
2025
Q4 		$918K Sell
4,950
-299
-6% -$55.9K 0.05% 212
2025
Q3 		$1.06M Sell
5,249
-1,195
-19% -$246K 0.06% 192
2025
Q2 		$1.41M Hold
6,444
– – 0.08% 169
2025
Q1 		$1.57M Buy
6,444
+94
+1% +$21.3K 0.08% 151
2024
Q4 		$1.35M Buy
6,350
+42
+0.7% +$9.32K 0.08% 153
2024
Q3 		$1.41M Sell
6,308
-235
-4% -$52.2K 0.08% 156
2024
Q2 		$1.38M Buy
6,543
+31
+0.5% +$6.37K 0.07% 154
2024
Q1 		$1.34M Buy
6,512
+97
+2% +$19.3K 0.1% 158
2023
Q4 		$1.22M Sell
6,415
-10
-0.2% -$1.93K 0.1% 165
2023
Q3 		$1.22M Sell
6,425
-158
-2% -$30.3K 0.11% 150
2023
Q2 		$1.24M Buy
6,583
+456
+7% +$80.9K 0.11% 148
2023
Q1 		$1.02M Sell
6,127
-90
-1% -$15K 0.1% 167
2022
Q4 		$1.03M Sell
6,217
-1,016
-14% -$166K 0.11% 156
2022
Q3 		$1.08M Sell
7,233
-121
-2% -$19.4K 0.1% 144
2022
Q2 		$1.21M Buy
7,354
+1,996
+37% +$320K 0.1% 143
2022
Q1 		$913K Buy
5,358
+324
+6% +$51.1K 0.08% 169
2021
Q4 		$875K Buy
5,034
+92
+2% +$15.3K 0.08% 171
2021
Q3 		$748K Buy
4,942
+134
+3% +$20.3K 0.07% 178
2021
Q2 		$676K Sell
4,808
-9
-0.2% -$1.21K 0.07% 196
2021
Q1 		$587K Sell
4,817
-58
-1% -$6.68K 0.06% 210
2020
Q4 		$570K Buy
4,875
+17
+0.3% +$1.93K 0.06% 213
2020
Q3 		$557K Buy
4,858
+13
+0.3% +$1.49K 0.06% 194
2020
Q2 		$520K Sell
4,845
-282
-6% -$28.5K 0.06% 201
2020
Q1 		$443K Buy
5,127
+200
+4% +$21.3K 0.04% 189
2019
Q4 		$549K Buy
4,927
+96
+2% +$10K 0.07% 192
2019
Q3 		$483K Sell
4,831
-168
-3% -$16.8K 0.06% 201
2019
Q2 		$499K Buy
4,999
+13
+0.3% +$1.24K 0.06% 193
2019
Q1 		$468K Sell
4,986
-142
-3% -$12.6K 0.05% 188
2018
Q4 		$409K Sell
5,128
-420
-8% -$35K 0.05% 202
2018
Q3 		$459K Buy
5,548
+448
+9% +$38K 0.05% 226
2018
Q2 		$418K Buy
5,100
+240
+5% +$19.6K 0.05% 233
2018
Q1 		$401K Buy
4,860
+98
+2% +$8.12K 0.05% 225
2017
Q4 		$388K Sell
4,762
-3
-0.1% -$249 0.05% 248
2017
Q3 		$399K Buy
4,765
+24
+0.5% +$1.9K 0.04% 217
2017
Q2 		$370K Sell
4,741
-222
-4% -$16.8K 0.04% 232
2017
Q1 		$367K Sell
4,963
-785
-14% -$56.1K 0.04% 236
2016
Q4 		$389K Buy
5,748
+346
+6% +$23.2K 0.05% 208
2016
Q3 		$363K Sell
5,402
-750
-12% -$50.2K 0.04% 217
2016
Q2 		$421K Sell
6,152
-415
-6% -$26.6K 0.05% 179
2016
Q1 		$399K Buy
6,567
+773
+13% +$43.3K 0.09% 184
2015
Q4 		$321K Buy
5,794
+740
+15% +$40.8K 0.08% 219
2015
Q3 		$264K Buy
5,054
+507
+11% +$28.3K 0.07% 243
2015
Q2 		$258K Buy
4,547
+240
+6% +$13.9K 0.07% 265
2015
Q1 		$242K Sell
4,307
-171
-4% -$9.64K 0.07% 276
2014
Q4 		$256K Buy
+4,478
New +$246K 0.1% 230

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Checchi Capital Advisers's MRSH Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $108K and leaving 4,674 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #274.

Checchi Capital Advisers first reported a position in MRSH in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.57M in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Checchi Capital Advisers held 4,674 shares of Marsh worth $779K as of Q2 2026.
  • Checchi Capital Advisers sold 645 Marsh shares in Q2 2026, an estimated $108K.
  • Marsh made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #274 holding.
  • Checchi Capital Advisers first reported a position in Marsh in Q4 2014 and has held it in 47 quarters since.
  • Checchi Capital Advisers's Marsh position peaked at $1.57M in Q1 2025.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.