CA
MRSH

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
Q2 		$43.8K Buy
263
+20
+8% +$3.34K ﹤0.01% 1463
2026
Q1 		$42.1K Sell
243
-23
-9% -$4.13K ﹤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% +$9.53K ﹤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 $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CoreCap Advisors's MRSH Position: Q2 2026 in Review

CoreCap Advisors increased its Marsh (MRSH) stake by 8.2% in Q2 2026, buying an estimated $3.34K and bringing the position to 263 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

CoreCap Advisors first reported a position in MRSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $70.3K in Q1 2025. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • CoreCap Advisors held 263 shares of Marsh worth $43.8K as of Q2 2026.
  • CoreCap Advisors bought 20 Marsh shares in Q2 2026, an estimated $3.34K.
  • Marsh made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1463 holding.
  • CoreCap Advisors first reported a position in Marsh in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Marsh position peaked at $70.3K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.