Coign Capital Advisors’s Marsh MRSH Stock Holding History

Coign Capital 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	$598K	Buy	3,450 +249	+8%	+$44.8K	0.31%	69
2025 Q4	$594K	Buy	3,201 +99	+3%	+$18.5K	0.31%	70
2025 Q3	$625K	Buy	3,102 +333	+12%	+$68.5K	0.34%	67
2025 Q2	$605K	Buy	2,769 +55	+2%	+$12.4K	0.41%	57
2025 Q1	$662K	Sell	2,714 -21	-0.8%	-$4.76K	0.51%	38
2024 Q4	$581K	Buy	+2,735	New	+$607K	0.54%	53

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coign Capital Advisors's MRSH Position: Q1 2026 in Review

Coign Capital Advisors increased its Marsh (MRSH) stake by 7.8% in Q1 2026, buying an estimated $44.8K and bringing the position to 3,450 shares worth $598K. The position accounts for 0.31% of the portfolio, ranked #69.

Coign Capital Advisors first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $662K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Coign Capital Advisors held 3,450 shares of Marsh worth $598K as of Q1 2026.
Coign Capital Advisors bought 249 Marsh shares in Q1 2026, an estimated $44.8K.
Marsh made up 0.31% of Coign Capital Advisors's portfolio in Q1 2026, its #69 holding.
Coign Capital Advisors first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
Coign Capital Advisors's Marsh position peaked at $662K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Coign Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.