Chevy Chase Trust’s Marsh MRSH Stock Holding History

Chevy Chase Trust’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	$38.9M	Sell	233,308 -5,844	-2%	-$977K	0.1%	163
2026 Q1	$41.5M	Sell	239,152 -10,083	-4%	-$1.81M	0.12%	151
2025 Q4	$46.2M	Sell	249,235 -2,364	-0.9%	-$442K	0.12%	139
2025 Q3	$50.7M	Sell	251,599 -9,555	-4%	-$1.97M	0.14%	135
2025 Q2	$57.1M	Buy	261,154 +2,798	+1%	+$632K	0.17%	122
2025 Q1	$63M	Sell	258,356 -74	-0%	-$16.8K	0.2%	107
2024 Q4	$54.9M	Sell	258,430 -5,971	-2%	-$1.32M	0.17%	116
2024 Q3	$59M	Sell	264,401 -5,337	-2%	-$1.18M	0.18%	110
2024 Q2	$56.8M	Sell	269,738 -3,786	-1%	-$778K	0.18%	111
2024 Q1	$56.3M	Sell	273,524 -3,077	-1%	-$613K	0.18%	117
2023 Q4	$52.4M	Sell	276,601 -2,162	-0.8%	-$418K	0.19%	115
2023 Q3	$53M	Sell	278,763 -6,996	-2%	-$1.34M	0.21%	101
2023 Q2	$53.7M	Sell	285,759 -3,053	-1%	-$542K	0.2%	108
2023 Q1	$48.1M	Buy	288,812 +2,333	+0.8%	+$389K	0.19%	116
2022 Q4	$47.4M	Sell	286,479 -19,422	-6%	-$3.18M	0.2%	114
2022 Q3	$45.7M	Buy	305,901 +1,548	+0.5%	+$248K	0.2%	112
2022 Q2	$47.3M	Sell	304,353 -453	-0.1%	-$72.6K	0.2%	117
2022 Q1	$51.9M	Buy	304,806 +792	+0.3%	+$125K	0.18%	123
2021 Q4	$52.8M	Sell	304,014 -8,268	-3%	-$1.37M	0.17%	123
2021 Q3	$47.3M	Sell	312,282 -12,983	-4%	-$1.96M	0.16%	129
2021 Q2	$45.8M	Sell	325,265 -16,603	-5%	-$2.23M	0.16%	141
2021 Q1	$41.6M	Sell	341,868 -24,333	-7%	-$2.8M	0.15%	148
2020 Q4	$42.8M	Sell	366,201 -10,518	-3%	-$1.2M	0.15%	151
2020 Q3	$43.2M	Sell	376,719 -35,052	-9%	-$4.02M	0.17%	128
2020 Q2	$44.2M	Sell	411,771 -18,635	-4%	-$1.89M	0.18%	126
2020 Q1	$37.2M	Buy	430,406 +7,308	+2%	+$779K	0.17%	136
2019 Q4	$47.1M	Sell	423,098 -1,274	-0.3%	-$133K	0.18%	128
2019 Q3	$42.5M	Sell	424,372 -4,028	-0.9%	-$403K	0.17%	133
2019 Q2	$42.7M	Buy	428,400 +5,636	+1%	+$539K	0.18%	129
2019 Q1	$39.9M	Buy	422,764 +6,695	+2%	+$592K	0.16%	137
2018 Q4	$33.2M	Buy	416,069 +167	+0%	+$13.9K	0.16%	145
2018 Q3	$34.4M	Sell	415,902 -12,494	-3%	-$1.06M	0.14%	162
2018 Q2	$35.1M	Sell	428,396 -1,896	-0.4%	-$155K	0.15%	156
2018 Q1	$35.5M	Sell	430,292 -13,240	-3%	-$1.1M	0.16%	152
2017 Q4	$36.1M	Sell	443,532 -4,875	-1%	-$405K	0.16%	154
2017 Q3	$37.6M	Buy	448,407 +3,049	+0.7%	+$242K	0.17%	142
2017 Q2	$34.7M	Sell	445,358 -18	-0%	-$1.36K	0.17%	145
2017 Q1	$32.9M	Buy	445,376 +13,599	+3%	+$972K	0.16%	152
2016 Q4	$29.2M	Sell	431,777 -1,878	-0.4%	-$126K	0.15%	156
2016 Q3	$29.2M	Sell	433,655 -13,328	-3%	-$893K	0.16%	152
2016 Q2	$30.6M	Buy	446,983 +5,911	+1%	+$379K	0.17%	141
2016 Q1	$26.8M	Buy	441,072 +9,881	+2%	+$553K	0.15%	153
2015 Q4	$23.9M	Sell	431,191 -3,925	-0.9%	-$216K	0.14%	165
2015 Q3	$22.7M	Buy	435,116 +8,002	+2%	+$447K	0.14%	170
2015 Q2	$24.2M	Buy	427,114 +5,600	+1%	+$323K	0.15%	174
2015 Q1	$23.6M	Buy	421,514 +12,930	+3%	+$729K	0.14%	179
2014 Q4	$23.4M	Sell	408,584 -5,867	-1%	-$322K	0.15%	173
2014 Q3	$21.7M	Buy	414,451 +21,576	+5%	+$1.13M	0.14%	173
2014 Q2	$20.4M	Sell	392,875 -7,182	-2%	-$357K	0.14%	177
2014 Q1	$19.7M	Sell	400,057 -90	-0%	-$4.31K	0.14%	177
2013 Q4	$19.4M	Buy	400,147 +5,299	+1%	+$246K	0.14%	171
2013 Q3	$17.2M	Buy	394,848 +8,810	+2%	+$370K	0.14%	178
2013 Q2	$15.4M	Buy	+386,038	New	+$15.1M	0.13%	172

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Chevy Chase Trust's MRSH Position: Q2 2026 in Review

Chevy Chase Trust reduced its Marsh (MRSH) stake by 2.4% in Q2 2026, selling an estimated $977K and leaving 233,308 shares worth $38.9M. The position accounts for 0.1% of the portfolio, ranked #163.

Chevy Chase Trust first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $63M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Chevy Chase Trust held 233,308 shares of Marsh worth $38.9M as of Q2 2026.
Chevy Chase Trust sold 5,844 Marsh shares in Q2 2026, an estimated $977K.
Marsh made up 0.1% of Chevy Chase Trust's portfolio in Q2 2026, its #163 holding.
Chevy Chase Trust first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Chevy Chase Trust's Marsh position peaked at $63M in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.