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
Q2 		$50.8M Buy
304,876
+82,194
+37% +$13.7M 0.07% 245
2026
Q1 		$38.5M Sell
222,682
-8,923
-4% -$1.6M 0.06% 279
2025
Q4 		$43M Sell
231,605
-138,854
-37% -$26M 0.06% 265
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 $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

Corient Private Wealth's MRSH Position: Q2 2026 in Review

Corient Private Wealth increased its Marsh (MRSH) stake by 37% in Q2 2026, buying an estimated $13.7M and bringing the position to 304,876 shares worth $50.8M. The position accounts for 0.07% of the portfolio, ranked #245.

Corient Private Wealth first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $144M in Q4 2023. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Corient Private Wealth held 304,876 shares of Marsh worth $50.8M as of Q2 2026.
  • Corient Private Wealth bought 82,194 Marsh shares in Q2 2026, an estimated $13.7M.
  • Marsh made up 0.07% of Corient Private Wealth's portfolio in Q2 2026, its #245 holding.
  • Corient Private Wealth first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Marsh position peaked at $144M in Q4 2023.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.