COFG Advisors’s Marsh MRSH Stock Holding History

COFG 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 Q2	–	Sell	-1,211	Closed	-$210K	–	321
2026 Q1	$210K	Sell	1,211 -49	-4%	-$8.81K	0.05%	233
2025 Q4	$234K	Buy	+1,260	New	+$236K	0.06%	206

Other funds holding MRSH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

COFG Advisors's MRSH Position: Q2 2026 in Review

COFG Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,211 shares — an estimated $210K sold.

COFG Advisors first reported a position in MRSH in Q4 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

COFG Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
COFG Advisors sold 1,211 Marsh shares in Q2 2026, an estimated $210K.
COFG Advisors first reported a position in Marsh in Q4 2025 and held it in 2 quarters.
COFG Advisors's Marsh position peaked at $234K in Q4 2025.
1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.