CT
MRSH

Clearstead Trust’s Marsh MRSH Stock Holding History

Clearstead 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 		$125K Buy
751
+83
+12% +$13.9K 0.02% 231
2026
Q1 		$116K Buy
668
+75
+13% +$13.5K 0.02% 230
2025
Q4 		$110K Sell
593
-247
-29% -$46.2K 0.02% 241
2025
Q3 		$169K Buy
840
+45
+6% +$9.26K 0.03% 193
2025
Q2 		$174K Buy
795
+315
+66% +$71.1K 0.03% 185
2025
Q1 		$117K Buy
480
+450
+1,500% +$102K 0.03% 195
2024
Q4 		$6.37K Sell
30
-4
-12% -$887 ﹤0.01% 380
2024
Q3 		$7.59K Sell
34
-21
-38% -$4.66K ﹤0.01% 362
2024
Q2 		$11.6K Hold
55
– – ﹤0.01% 349
2024
Q1 		$11.3K Hold
55
– – ﹤0.01% 345
2023
Q4 		$10.4K Hold
55
– – ﹤0.01% 334
2023
Q3 		$10.5K Buy
+55
New +$10.5K ﹤0.01% 340

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

Clearstead Trust's MRSH Position: Q2 2026 in Review

Clearstead Trust increased its Marsh (MRSH) stake by 12% in Q2 2026, buying an estimated $13.9K and bringing the position to 751 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #231.

Clearstead Trust first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $174K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Clearstead Trust held 751 shares of Marsh worth $125K as of Q2 2026.
  • Clearstead Trust bought 83 Marsh shares in Q2 2026, an estimated $13.9K.
  • Marsh made up 0.02% of Clearstead Trust's portfolio in Q2 2026, its #231 holding.
  • Clearstead Trust first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Trust's Marsh position peaked at $174K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.