CAMV
MRSH

Concord Asset Management (Virginia)’s Marsh MRSH Stock Holding History

Concord Asset Management (Virginia)’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 		$883K Sell
5,296
-177
-3% -$29.6K 0.14% 107
2026
Q1 		$949K Sell
5,473
-211
-4% -$37.9K 0.16% 100
2025
Q4 		$1.05M Sell
5,684
-349
-6% -$65.2K 0.18% 97
2025
Q3 		$1.22M Hold
6,033
– – 0.22% 91
2025
Q2 		$1.32M Hold
6,033
– – 0.2% 112
2025
Q1 		$1.32M Sell
6,033
-15
-0.2% -$3.4K 0.29% 78
2024
Q4 		$1.28M Buy
6,048
+84
+1% +$18.6K 0.28% 72
2024
Q3 		$1.33M Hold
5,964
– – 0.3% 67
2024
Q2 		$1.26M Sell
5,964
-62
-1% -$12.7K 0.31% 68
2024
Q1 		$1.24M Sell
6,026
-10
-0.2% -$1.99K 0.33% 68
2023
Q4 		$1.14M Buy
6,036
+1,061
+21% +$205K 0.34% 68
2023
Q3 		$947K Buy
+4,975
New +$953K 0.32% 52

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concord Asset Management (Virginia)'s MRSH Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its Marsh (MRSH) stake by 3.2% in Q2 2026, selling an estimated $29.6K and leaving 5,296 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #107.

Concord Asset Management (Virginia) first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Concord Asset Management (Virginia) held 5,296 shares of Marsh worth $883K as of Q2 2026.
  • Concord Asset Management (Virginia) sold 177 Marsh shares in Q2 2026, an estimated $29.6K.
  • Marsh made up 0.14% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #107 holding.
  • Concord Asset Management (Virginia) first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Concord Asset Management (Virginia)'s Marsh position peaked at $1.33M in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.