CoreCap Advisors
MRSH icon

CoreCap Advisors’s Marsh MRSH Stock Holding History

CoreCap 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
Q3 		$45.9K Buy
269
+6
+2% +$1.1K ﹤0.01% 1447
2026
Q2 		$43.8K Buy
263
+20
+8% +$3.34K ﹤0.01% 1463
2026
Q1 		$42.1K Sell
243
-23
-9% -$4.14K ﹤0.01% 1377
2025
Q4 		$49.3K Buy
266
+11
+4% +$2.06K ﹤0.01% 1342
2025
Q3 		$51.4K Sell
255
-46
-15% -$9.46K ﹤0.01% 1317
2025
Q2 		$65.8K Buy
301
+13
+5% +$2.94K ﹤0.01% 1126
2025
Q1 		$70.3K Buy
288
+42
+17% +$9.5K ﹤0.01% 1026
2024
Q4 		$52.3K Buy
246
+28
+13% +$6.21K ﹤0.01% 1164
2024
Q3 		$48.6K Buy
+218
New +$48.4K ﹤0.01% 1199
2024
Q2 		– Sell
-158
Closed -$32.5K – 2224
2024
Q1 		$32.5K Buy
+158
New +$31.5K ﹤0.01% 1278
2022
Q4 		$25.3K Buy
+153
New +$25K ﹤0.01% 1208
2022
Q3 		– Sell
-196
Closed -$30K – 1467
2022
Q2 		$30K Buy
+196
New +$31.4K ﹤0.01% 1110
2022
Q1 		– Sell
-155
Closed -$27K – 1461
2021
Q4 		$27K Buy
+155
New +$25.7K ﹤0.01% 1222

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

CoreCap Advisors's MRSH Position: Q3 2026 in Review

CoreCap Advisors increased its Marsh (MRSH) stake by 2.3% in Q3 2026, buying an estimated $1.1K and bringing the position to 269 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

CoreCap Advisors first reported a position in MRSH in Q4 2021 and has held it in 13 quarters since. The position peaked at $70.3K in Q1 2025. 382 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • CoreCap Advisors held 269 shares of Marsh worth $45.9K as of Q3 2026.
  • CoreCap Advisors bought 6 Marsh shares in Q3 2026, an estimated $1.1K.
  • Marsh made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1447 holding.
  • CoreCap Advisors first reported a position in Marsh in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Marsh position peaked at $70.3K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.