CTA
MRSH

Colonial Trust Advisors’s Marsh MRSH Stock Holding History

Colonial Trust 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 		$17.3K Hold
100
– – ﹤0.01% 466
2025
Q4 		$18.6K Hold
100
– – ﹤0.01% 449
2025
Q3 		$20.2K Hold
100
– – ﹤0.01% 425
2025
Q2 		$21.9K Hold
100
– – ﹤0.01% 437
2025
Q1 		$24.4K Hold
100
– – ﹤0.01% 409
2024
Q4 		$21.2K Hold
100
– – ﹤0.01% 405
2024
Q3 		$22.3K Hold
100
– – ﹤0.01% 427
2024
Q2 		$21.1K Sell
100
-95
-49% -$19.5K ﹤0.01% 422
2024
Q1 		$40.2K Buy
195
+58
+42% +$11.6K ﹤0.01% 359
2023
Q4 		$26K Buy
137
+18
+15% +$3.48K ﹤0.01% 389
2023
Q3 		$22.6K Sell
119
-7
-6% -$1.34K ﹤0.01% 410
2023
Q2 		$23.7K Buy
126
+92
+271% +$16.3K ﹤0.01% 416
2023
Q1 		$5.66K Buy
34
+6
+21% +$1K ﹤0.01% 599
2022
Q4 		$4.63K Buy
+28
New +$4.58K ﹤0.01% 631

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Colonial Trust Advisors's MRSH Position: Q1 2026 in Review

Colonial Trust Advisors held its Marsh (MRSH) position steady in Q1 2026 at 100 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Colonial Trust Advisors first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.2K in Q1 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Colonial Trust Advisors held 100 shares of Marsh worth $17.3K as of Q1 2026.
  • Colonial Trust Advisors left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #466 holding.
  • Colonial Trust Advisors first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust Advisors's Marsh position peaked at $40.2K in Q1 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.