Corient Private Wealth
MRSH

Corient Private Wealth’s Marsh MRSH Stock Holding History

Corient Private Wealth’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 		$38.5M Sell
222,682
-242,991
-52% -$43.7M 0.06% 279
2025
Q4 		$83.8M Buy
465,673
+95,214
+26% +$17.8M 0.06% 274
2025
Q3 		$74.7M Sell
370,459
-32,666
-8% -$6.72M 0.12% 176
2025
Q2 		$88.1M Buy
403,125
+41,714
+12% +$9.42M 0.12% 171
2025
Q1 		$88.2M Buy
361,411
+369
+0.1% +$83.7K 0.14% 153
2024
Q4 		$76.7M Sell
361,042
-60,686
-14% -$13.5M 0.13% 166
2024
Q3 		$94.1M Buy
421,728
+94,453
+29% +$21M 0.15% 149
2024
Q2 		$69M Sell
327,275
-51,009
-13% -$10.5M 0.12% 175
2024
Q1 		$77.9M Sell
378,284
-382,954
-50% -$76.3M 0.14% 160
2023
Q4 		$144M Buy
761,238
+581,131
+323% +$112M 0.27% 84
2023
Q3 		$34.3M Buy
180,107
+9,950
+6% +$1.91M 0.08% 260
2023
Q2 		$32M Sell
170,157
-10,443
-6% -$1.85M 0.07% 253
2023
Q1 		$30.1M Buy
180,600
+11,770
+7% +$1.96M 0.08% 234
2022
Q4 		$27.9M Buy
+168,830
New +$27.6M 0.1% 217

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

Corient Private Wealth's MRSH Position: Q1 2026 in Review

Corient Private Wealth reduced its Marsh (MRSH) stake by 52% in Q1 2026, selling an estimated $43.7M and leaving 222,682 shares worth $38.5M. The position accounts for 0.06% of the portfolio, ranked #279.

Corient Private Wealth first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $144M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Corient Private Wealth held 222,682 shares of Marsh worth $38.5M as of Q1 2026.
  • Corient Private Wealth sold 242,991 Marsh shares in Q1 2026, an estimated $43.7M.
  • Marsh made up 0.06% of Corient Private Wealth's portfolio in Q1 2026, its #279 holding.
  • Corient Private Wealth first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Marsh position peaked at $144M in Q4 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.