Clear Creek Financial Management’s Marsh MRSH Stock Holding History

Clear Creek Financial Management’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	$269K	Sell	1,615 -32	-2%	-$5.35K	0.02%	551
2026 Q1	$286K	Buy	1,647 +198	+14%	+$35.6K	0.02%	510
2025 Q4	$269K	Buy	1,449 +72	+5%	+$13.5K	0.02%	512
2025 Q3	$278K	Buy	1,377 +211	+18%	+$43.4K	0.02%	494
2025 Q2	$255K	Buy	+1,166	New	+$263K	0.02%	474

Other funds holding MRSH

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Clear Creek Financial Management's MRSH Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Marsh (MRSH) stake by 1.9% in Q2 2026, selling an estimated $5.35K and leaving 1,615 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #551.

Clear Creek Financial Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $286K in Q1 2026. 929 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Clear Creek Financial Management held 1,615 shares of Marsh worth $269K as of Q2 2026.
Clear Creek Financial Management sold 32 Marsh shares in Q2 2026, an estimated $5.35K.
Marsh made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #551 holding.
Clear Creek Financial Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
Clear Creek Financial Management's Marsh position peaked at $286K in Q1 2026.
929 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.