CCM
MRSH

Coldstream Capital Management’s Marsh MRSH Stock Holding History

Coldstream Capital Management’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 		$2.15M Sell
12,394
-170
-1% -$30.6K 0.03% 285
2025
Q4 		$2.33M Sell
12,564
-270
-2% -$50.5K 0.03% 251
2025
Q3 		$2.59M Sell
12,834
-755
-6% -$155K 0.03% 235
2025
Q2 		$2.97M Buy
13,589
+1,229
+10% +$277K 0.05% 199
2025
Q1 		$3.02M Buy
12,360
+419
+4% +$95.1K 0.06% 172
2024
Q4 		$2.54M Buy
11,941
+427
+4% +$94.7K 0.05% 204
2024
Q3 		$2.57M Buy
11,514
+971
+9% +$216K 0.06% 196
2024
Q2 		$2.22M Buy
10,543
+1,459
+16% +$300K 0.05% 185
2024
Q1 		$1.87M Buy
9,084
+869
+11% +$173K 0.05% 218
2023
Q4 		$1.56M Buy
8,215
+849
+12% +$164K 0.04% 222
2023
Q3 		$1.4M Sell
7,366
-42
-0.6% -$8.05K 0.05% 220
2023
Q2 		$1.39M Buy
7,408
+198
+3% +$35.1K 0.04% 223
2023
Q1 		$1.2M Sell
7,210
-99
-1% -$16.5K 0.04% 245
2022
Q4 		$1.21M Buy
+7,309
New +$1.2M 0.04% 240
2022
Q2 		$1.04M Buy
6,704
+1,115
+20% +$179K 0.04% 235
2022
Q1 		$952K Sell
5,589
-710
-11% -$112K 0.03% 247
2021
Q4 		$1.09M Buy
6,299
+3,207
+104% +$533K 0.03% 230
2021
Q3 		$355K Sell
3,092
-333
-10% -$50.4K 0.02% 294
2021
Q2 		$482K Buy
3,425
+221
+7% +$29.6K 0.02% 286
2021
Q1 		$390K Sell
3,204
-56
-2% -$6.45K 0.02% 265
2020
Q4 		$381K Buy
3,260
+687
+27% +$78.1K 0.02% 245
2020
Q3 		$295K Sell
2,573
-3
-0.1% -$344 0.02% 239
2020
Q2 		$276K Buy
2,576
+195
+8% +$19.7K 0.02% 238
2020
Q1 		$205K Sell
2,381
-263
-10% -$28K 0.02% 260
2019
Q4 		$295K Buy
2,644
+237
+10% +$24.8K 0.02% 257
2019
Q3 		$241K Buy
2,407
+81
+3% +$8.1K 0.02% 279
2019
Q2 		$232K Buy
2,326
+180
+8% +$17.2K 0.02% 282
2019
Q1 		$202K Sell
2,146
-405
-16% -$35.8K 0.02% 299
2018
Q4 		$203K Sell
2,551
-761
-23% -$63.4K 0.02% 294
2018
Q3 		$274K Buy
3,312
+533
+19% +$45.2K 0.02% 280
2018
Q2 		$228K Sell
2,779
-385
-12% -$31.4K 0.02% 293
2018
Q1 		$261K Buy
3,164
+512
+19% +$42.4K 0.03% 251
2017
Q4 		$216K Buy
2,652
+6
+0.2% +$499 0.02% 293
2017
Q3 		$222K Sell
2,646
-25,367
-91% -$2.01M 0.03% 279
2017
Q2 		$2.18M Buy
28,013
+1,728
+7% +$130K 0.28% 76
2017
Q1 		$1.94M Buy
26,285
+750
+3% +$53.6K 0.27% 79
2016
Q4 		$1.73M Buy
25,535
+1,857
+8% +$124K 0.28% 79
2016
Q3 		$1.59M Sell
23,678
-311
-1% -$20.8K 0.28% 76
2016
Q2 		$1.64M Sell
23,989
-7,434
-24% -$477K 0.29% 72
2016
Q1 		$1.91M Sell
31,423
-5,915
-16% -$331K 0.35% 50
2015
Q4 		$2.07M Sell
37,338
-278
-0.7% -$15.3K 0.45% 41
2015
Q3 		$1.96M Sell
37,616
-2,235
-6% -$125K 0.52% 43
2015
Q2 		$2.26M Sell
39,851
-795
-2% -$45.9K 0.59% 38
2015
Q1 		$2.28M Buy
40,646
+928
+2% +$52.3K 0.63% 42
2014
Q4 		$2.27M Buy
39,718
+541
+1% +$29.7K 0.63% 38
2014
Q3 		$2.05M Buy
39,177
+558
+1% +$29.1K 0.58% 48
2014
Q2 		$2M Buy
38,619
+282
+0.7% +$14K 0.59% 52
2014
Q1 		$1.89M Sell
38,337
-125
-0.3% -$5.99K 0.61% 51
2013
Q4 		$1.86M Sell
38,462
-152
-0.4% -$7.05K 0.6% 50
2013
Q3 		$1.68M Buy
38,614
+500
+1% +$21K 0.55% 52
2013
Q2 		$1.52M Buy
+38,114
New +$1.49M 0.51% 55

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coldstream Capital Management's MRSH Position: Q1 2026 in Review

Coldstream Capital Management reduced its Marsh (MRSH) stake by 1.4% in Q1 2026, selling an estimated $30.6K and leaving 12,394 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #285.

Coldstream Capital Management first reported a position in MRSH in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.02M in Q1 2025. 1,541 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Coldstream Capital Management held 12,394 shares of Marsh worth $2.15M as of Q1 2026.
  • Coldstream Capital Management sold 170 Marsh shares in Q1 2026, an estimated $30.6K.
  • Marsh made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #285 holding.
  • Coldstream Capital Management first reported a position in Marsh in Q2 2013 and has held it in 51 quarters since.
  • Coldstream Capital Management's Marsh position peaked at $3.02M in Q1 2025.
  • 1,541 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.