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 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	+$1,000K	0.06%	160

Other funds holding MRSH

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

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cohen Klingenstein's MRSH Position: Q2 2026 in Review

Cohen Klingenstein held its Marsh (MRSH) position steady in Q2 2026 at 10,000 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #137.

Cohen Klingenstein first reported a position in MRSH in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.44M in Q1 2025. 564 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Cohen Klingenstein held 10,000 shares of Marsh worth $1.67M as of Q2 2026.
Cohen Klingenstein left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.05% of Cohen Klingenstein's portfolio in Q2 2026, its #137 holding.
Cohen Klingenstein first reported a position in Marsh in Q3 2019 and has held it in 28 quarters since.
Cohen Klingenstein's Marsh position peaked at $2.44M in Q1 2025.
564 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.