CIBC Private Wealth Group
MRSH

CIBC Private Wealth Group’s Marsh MRSH Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$8.93M Sell
48,119
-1,489
-3% -$278K 0.02% 356
2025
Q3 		$10M Buy
49,608
+362
+0.7% +$74.5K 0.02% 343
2025
Q2 		$10.8M Buy
49,246
+2,762
+6% +$624K 0.02% 338
2025
Q1 		$10.3M Sell
46,484
-2,602
-5% -$590K 0.02% 322
2024
Q4 		$10.4M Buy
49,086
+415
+0.9% +$92.1K 0.02% 335
2024
Q3 		$10.9M Sell
48,671
-5,172
-10% -$1.15M 0.02% 333
2024
Q2 		$11.5M Sell
53,843
-588
-1% -$121K 0.02% 307
2024
Q1 		$11.1M Sell
54,431
-1,028
-2% -$205K 0.02% 315
2023
Q4 		$10.5M Buy
55,459
+4,585
+9% +$886K 0.02% 310
2023
Q3 		$9.68M Sell
50,874
-1,624
-3% -$311K 0.02% 314
2023
Q2 		$9.87M Buy
52,498
+7,284
+16% +$1.29M 0.02% 322
2023
Q1 		$11.2M Sell
45,214
-17,131
-27% -$2.85M 0.02% 304
2022
Q4 		$5.77M Sell
62,345
-1,181
-2% -$193K 0.02% 320
2022
Q3 		$9.48M Buy
63,526
+178
+0.3% +$28.6K 0.03% 308
2022
Q2 		$9.84M Sell
63,348
-2,373
-4% -$380K 0.03% 306
2022
Q1 		$11.2M Buy
65,721
+311
+0.5% +$49K 0.02% 313
2021
Q4 		$11.4M Buy
65,410
+1,934
+3% +$321K 0.02% 317
2021
Q3 		$9.61M Sell
63,476
-1,820
-3% -$275K 0.02% 330
2021
Q2 		$9.19M Sell
65,296
-195
-0.3% -$26.1K 0.02% 343
2021
Q1 		$7.98M Sell
65,491
-1,126
-2% -$130K 0.02% 353
2020
Q4 		$7.79M Sell
66,617
-4,699
-7% -$534K 0.02% 347
2020
Q3 		$8.18M Buy
71,316
+37,557
+111% +$4.3M 0.03% 318
2020
Q2 		$3.63M Sell
33,759
-35,241
-51% -$3.57M 0.02% 324
2020
Q1 		$5.96M Buy
69,000
+678
+1% +$72.3K 0.03% 300
2019
Q4 		$7.61M Sell
68,322
-37
-0.1% -$3.87K 0.02% 318
2019
Q3 		$6.84M Buy
68,359
+173
+0.3% +$17.3K 0.02% 319
2019
Q2 		$6.8M Buy
68,186
+119
+0.2% +$11.4K 0.02% 334
2019
Q1 		$6.39M Sell
68,067
-1,613
-2% -$143K 0.02% 335
2018
Q4 		$5.56M Sell
69,680
-9,728
-12% -$811K 0.02% 327
2018
Q3 		$6.57M Buy
79,408
+2,453
+3% +$208K 0.02% 346
2018
Q2 		$6.31M Buy
76,955
+2,943
+4% +$240K 0.03% 337
2018
Q1 		$6.11M Buy
74,012
+903
+1% +$74.8K 0.03% 326
2017
Q4 		$5.95M Sell
73,109
-9,798
-12% -$814K 0.03% 336
2017
Q3 		$6.95M Buy
82,907
+51,647
+165% +$4.09M 0.03% 309
2017
Q2 		$2.44M Sell
31,260
-908
-3% -$68.6K 0.02% 364
2017
Q1 		$2.38M Buy
32,168
+1,754
+6% +$125K 0.01% 352
2016
Q4 		$2.06M Sell
30,414
-5,426
-15% -$364K 0.01% 363
2016
Q3 		$2.41M Buy
35,840
+749
+2% +$50.2K 0.02% 340
2016
Q2 		$2.4M Buy
35,091
+2,882
+9% +$185K 0.02% 340
2016
Q1 		$1.96M Sell
32,209
-339
-1% -$19K 0.02% 353
2015
Q4 		$1.8M Sell
32,548
-511
-2% -$28.2K 0.01% 368
2015
Q3 		$1.73M Buy
33,059
+5,126
+18% +$286K 0.01% 371
2015
Q2 		$1.58M Sell
27,933
-1,562
-5% -$90.2K 0.01% 400
2015
Q1 		$1.66M Sell
29,495
-60
-0.2% -$3.38K 0.01% 403
2014
Q4 		$1.69M Sell
29,555
-10,910
-27% -$598K 0.01% 391
2014
Q3 		$2.12M Sell
40,465
-14,035
-26% -$732K 0.02% 365
2014
Q2 		$2.83M Sell
54,500
-99
-0.2% -$4.92K 0.02% 334
2014
Q1 		$2.72M Buy
+54,599
New +$2.62M 0.02% 330

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIBC Private Wealth Group's MRSH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Marsh (MRSH) stake by 3% in Q4 2025, selling an estimated $278K and leaving 48,119 shares worth $8.93M. The position accounts for 0.02% of the portfolio, ranked #356.

CIBC Private Wealth Group first reported a position in MRSH in Q1 2014 and has held it in 48 quarters since. The position peaked at $11.5M in Q2 2024. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • CIBC Private Wealth Group held 48,119 shares of Marsh worth $8.93M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,489 Marsh shares in Q4 2025, an estimated $278K.
  • Marsh made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #356 holding.
  • CIBC Private Wealth Group first reported a position in Marsh in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Marsh position peaked at $11.5M in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.