CFO
MRSH

CVA Family Office’s Marsh MRSH Stock Holding History

CVA Family Office’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 		$145K Sell
869
-464
-35% -$77.6K 0.01% 404
2026
Q1 		$231K Buy
1,333
+387
+41% +$69.6K 0.02% 302
2025
Q4 		$176K Sell
946
-20
-2% -$3.74K 0.02% 313
2025
Q3 		$195K Sell
966
-223
-19% -$45.9K 0.03% 296
2025
Q2 		$260K Buy
1,189
+60
+5% +$13.5K 0.04% 251
2025
Q1 		$276K Buy
1,129
+133
+13% +$30.2K 0.04% 228
2024
Q4 		$212K Buy
996
+35
+4% +$7.76K 0.03% 264
2024
Q3 		$214K Buy
961
+23
+2% +$5.11K 0.03% 250
2024
Q2 		$198K Buy
938
+36
+4% +$7.39K 0.04% 246
2024
Q1 		$186K Sell
902
-8
-0.9% -$1.59K 0.03% 257
2023
Q4 		$172K Buy
+910
New +$176K 0.03% 258
2023
Q3 		– Sell
-954
Closed -$179K – 673
2023
Q2 		$179K Buy
954
+20
+2% +$3.55K 0.04% 235
2023
Q1 		$156K Buy
934
+69
+8% +$11.5K 0.03% 249
2022
Q4 		$143K Buy
865
+195
+29% +$31.9K 0.03% 247
2022
Q3 		$100K Buy
670
+25
+4% +$4.01K 0.03% 243
2022
Q2 		$100K Sell
645
-310
-32% -$49.7K 0.03% 243
2022
Q1 		$163K Buy
955
+495
+108% +$78K 0.04% 196
2021
Q4 		$80K Buy
+460
New +$76.4K 0.02% 280
2021
Q3 		– Sell
-460
Closed -$65K – 674
2021
Q2 		$65K Buy
460
+340
+283% +$45.6K 0.02% 316
2021
Q1 		$15K Buy
+120
New +$13.8K 0.01% 464

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

CVA Family Office's MRSH Position: Q2 2026 in Review

CVA Family Office reduced its Marsh (MRSH) stake by 35% in Q2 2026, selling an estimated $77.6K and leaving 869 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #404.

CVA Family Office first reported a position in MRSH in Q1 2021 and has held it in 20 quarters since. The position peaked at $276K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • CVA Family Office held 869 shares of Marsh worth $145K as of Q2 2026.
  • CVA Family Office sold 464 Marsh shares in Q2 2026, an estimated $77.6K.
  • Marsh made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #404 holding.
  • CVA Family Office first reported a position in Marsh in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Marsh position peaked at $276K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.