CBA
MRSH

Coastal Bridge Advisors’s Marsh MRSH Stock Holding History

Coastal Bridge Advisors’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 		$685K Buy
3,947
+95
+2% +$17.1K 0.05% 266
2025
Q4 		$715K Sell
3,852
-86
-2% -$16.1K 0.05% 259
2025
Q3 		$794K Sell
3,938
-153
-4% -$31.5K 0.06% 235
2025
Q2 		$894K Buy
4,091
+7
+0.2% +$1.58K 0.07% 220
2025
Q1 		$997K Buy
+4,084
New +$927K 0.25% 103

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coastal Bridge Advisors's MRSH Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Marsh (MRSH) stake by 2.5% in Q1 2026, buying an estimated $17.1K and bringing the position to 3,947 shares worth $685K. The position accounts for 0.05% of the portfolio, ranked #266.

Coastal Bridge Advisors first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $997K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Coastal Bridge Advisors held 3,947 shares of Marsh worth $685K as of Q1 2026.
  • Coastal Bridge Advisors bought 95 Marsh shares in Q1 2026, an estimated $17.1K.
  • Marsh made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #266 holding.
  • Coastal Bridge Advisors first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Marsh position peaked at $997K in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.