Cohen Klingenstein’s Marsh MRSH Stock Holding History

Cohen Klingenstein’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 Q3	$1.71M	Hold	10,000	–	–	0.05%	130
2026 Q2	$1.67M	Hold	10,000	–	–	0.05%	137
2026 Q1	$1.73M	Hold	10,000	–	–	0.06%	132
2025 Q4	$1.86M	Hold	10,000	–	–	0.06%	128
2025 Q3	$2.02M	Hold	10,000	–	–	0.06%	117
2025 Q2	$2.19M	Hold	10,000	–	–	0.07%	114
2025 Q1	$2.44M	Hold	10,000	–	–	0.09%	105
2024 Q4	$2.12M	Hold	10,000	–	–	0.07%	113
2024 Q3	$2.23M	Hold	10,000	–	–	0.08%	124
2024 Q2	$2.11M	Hold	10,000	–	–	0.08%	125
2024 Q1	$2.06M	Hold	10,000	–	–	0.08%	130
2023 Q4	$1.89M	Hold	10,000	–	–	0.08%	128
2023 Q3	$1.9M	Hold	10,000	–	–	0.09%	121
2023 Q2	$1.88M	Hold	10,000	–	–	0.08%	123
2023 Q1	$1.67M	Hold	10,000	–	–	0.08%	130
2022 Q4	$1.65M	Hold	10,000	–	–	0.08%	132
2022 Q3	$1.49M	Hold	10,000	–	–	0.08%	130
2022 Q2	$1.55M	Hold	10,000	–	–	0.08%	131
2022 Q1	$1.7M	Hold	10,000	–	–	0.07%	131
2021 Q4	$1.74M	Hold	10,000	–	–	0.07%	131
2021 Q3	$1.51M	Hold	10,000	–	–	0.07%	143
2021 Q2	$1.41M	Hold	10,000	–	–	0.06%	153
2021 Q1	$1.22M	Hold	10,000	–	–	0.06%	163
2020 Q4	$1.17M	Hold	10,000	–	–	0.06%	159
2020 Q3	$1.15M	Hold	10,000	–	–	0.06%	150
2020 Q2	$1.07M	Hold	10,000	–	–	0.07%	152
2020 Q1	$865K	Hold	10,000	–	–	0.06%	157
2019 Q4	$1.11M	Hold	10,000	–	–	0.06%	153
2019 Q3	$1M	Buy	+10,000	New	+$1000K	0.06%	160

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cohen Klingenstein's MRSH Position: Q3 2026 in Review

Cohen Klingenstein held its Marsh (MRSH) position steady in Q3 2026 at 10,000 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #130.

Cohen Klingenstein first reported a position in MRSH in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.44M in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Cohen Klingenstein held 10,000 shares of Marsh worth $1.71M as of Q3 2026.
Cohen Klingenstein left its Marsh share count unchanged in Q3 2026.
Marsh made up 0.05% of Cohen Klingenstein's portfolio in Q3 2026, its #130 holding.
Cohen Klingenstein first reported a position in Marsh in Q3 2019 and has held it in 29 quarters since.
Cohen Klingenstein's Marsh position peaked at $2.44M in Q1 2025.
967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.