CPIG
MRSH

Chicago Partners Investment Group’s Marsh MRSH Stock Holding History

Chicago Partners Investment Group’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 		$2.14M Buy
12,123
+2,338
+24% +$391K 0.04% 344
2026
Q1 		$1.72M Buy
9,785
+5,626
+135% +$1.01M 0.04% 371
2025
Q4 		$762K Buy
4,159
+2,162
+108% +$404K 0.02% 554
2025
Q3 		$365K Buy
1,997
+214
+12% +$44K 0.01% 852
2025
Q2 		$374K Buy
1,783
+79
+5% +$17.8K 0.01% 735
2025
Q1 		$388K Sell
1,704
-147
-8% -$33.4K 0.01% 601
2024
Q4 		$391K Buy
1,851
+695
+60% +$154K 0.01% 577
2024
Q3 		$258K Buy
+1,156
New +$257K 0.01% 668

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

Chicago Partners Investment Group's MRSH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Marsh (MRSH) stake by 24% in Q2 2026, buying an estimated $391K and bringing the position to 12,123 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #344.

Chicago Partners Investment Group first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Chicago Partners Investment Group held 12,123 shares of Marsh worth $2.14M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,338 Marsh shares in Q2 2026, an estimated $391K.
  • Marsh made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #344 holding.
  • Chicago Partners Investment Group first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.