CKW Financial Group’s Marsh MRSH Stock Holding History

CKW Financial 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 Q1	$337K	Buy	1,963 +6	+0.3%	+$1.08K	0.04%	28
2025 Q4	$363K	Buy	1,957 +5	+0.3%	+$935	0.04%	29
2025 Q3	$393K	Buy	1,952 +4	+0.2%	+$823	0.04%	31
2025 Q2	$424K	Buy	1,948 +4	+0.2%	+$903	0.05%	30
2025 Q1	$474K	Buy	1,944 +3	+0.2%	+$681	0.06%	30
2024 Q4	$412K	Buy	1,941 +4	+0.2%	+$887	0.05%	34
2024 Q3	$432K	Buy	1,937 +3	+0.2%	+$666	0.05%	36
2024 Q2	$407K	Buy	1,934 +4	+0.2%	+$822	0.05%	36
2024 Q1	$394K	Buy	1,930 +3	+0.2%	+$598	0.05%	35
2023 Q4	$365K	Buy	1,927 +4	+0.2%	+$773	0.05%	36
2023 Q3	$366K	Sell	1,923 -2,627	-58%	-$503K	0.06%	35
2023 Q2	$385K	Buy	4,550 +2,634	+137%	+$467K	0.06%	35
2023 Q1	$319K	Buy	1,916 +3	+0.2%	+$500	0.05%	25
2022 Q4	$317K	Buy	1,913 +3	+0.2%	+$491	0.05%	27
2022 Q3	$285K	Buy	1,910 +3	+0.2%	+$481	0.05%	31
2022 Q2	$298K	Buy	1,907 +4	+0.2%	+$641	0.05%	30
2022 Q1	$327K	Buy	1,903 +3	+0.2%	+$473	0.05%	34
2021 Q4	$330K	Hold	1,900	–	–	0.05%	25
2021 Q3	$293K	Hold	1,900	–	–	0.05%	26
2021 Q2	$270K	Hold	1,900	–	–	0.04%	27
2021 Q1	$231K	Hold	1,900	–	–	0.04%	31
2020 Q4	$222K	Hold	1,900	–	–	0.04%	33
2020 Q3	$217K	Hold	1,900	–	–	0.04%	32
2020 Q2	$204K	Hold	1,900	–	–	0.05%	25
2020 Q1	$156K	Hold	1,900	–	–	0.04%	34
2019 Q4	$212K	Hold	1,900	–	–	0.04%	34
2019 Q3	$187K	Hold	1,900	–	–	0.04%	35
2019 Q2	$190K	Hold	1,900	–	–	0.04%	34
2019 Q1	$178K	Hold	1,900	–	–	0.03%	34
2018 Q4	$152K	Hold	1,900	–	–	0.03%	34
2018 Q3	$158K	Hold	1,900	–	–	0.03%	39
2018 Q2	$156K	Hold	1,900	–	–	0.03%	34
2018 Q1	$154K	Hold	1,900	–	–	0.03%	29
2017 Q4	$155K	Hold	1,900	–	–	0.03%	33
2017 Q3	$159K	Hold	1,900	–	–	0.04%	34
2017 Q2	$148K	Hold	1,900	–	–	0.04%	39
2017 Q1	$140K	Hold	1,900	–	–	0.04%	44
2016 Q4	$128K	Hold	1,900	–	–	0.05%	43
2016 Q3	$128K	Hold	1,900	–	–	0.04%	42
2016 Q2	$130K	Hold	1,900	–	–	0.05%	41
2016 Q1	$116K	Hold	1,900	–	–	0.04%	43
2015 Q4	$105K	Hold	1,900	–	–	0.04%	48
2015 Q3	$99K	Hold	1,900	–	–	0.04%	44
2015 Q2	$108K	Hold	1,900	–	–	0.04%	54
2015 Q1	$107K	Hold	1,900	–	–	0.04%	55
2014 Q4	$109K	Hold	1,900	–	–	0.05%	57
2014 Q3	$99K	Hold	1,900	–	–	0.04%	59
2014 Q2	$99K	Hold	1,900	–	–	0.05%	55
2014 Q1	$95K	Hold	1,900	–	–	0.05%	61
2013 Q4	$92K	Buy	+1,900	New	+$88.1K	0.05%	62

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CKW Financial Group's MRSH Position: Q1 2026 in Review

CKW Financial Group increased its Marsh (MRSH) stake by 0.31% in Q1 2026, buying an estimated $1.08K and bringing the position to 1,963 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #28.

CKW Financial Group first reported a position in MRSH in Q4 2013 and has held it in 50 quarters since. The position peaked at $474K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

CKW Financial Group held 1,963 shares of Marsh worth $337K as of Q1 2026.
CKW Financial Group bought 6 Marsh shares in Q1 2026, an estimated $1.08K.
Marsh made up 0.04% of CKW Financial Group's portfolio in Q1 2026, its #28 holding.
CKW Financial Group first reported a position in Marsh in Q4 2013 and has held it in 50 quarters since.
CKW Financial Group's Marsh position peaked at $474K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.