CI
MRSH

CX Institutional’s Marsh MRSH Stock Holding History

CX Institutional’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 		$9.42M Sell
56,534
-3,100
-5% -$518K 0.27% 83
2026
Q1 		$10.3M Buy
59,634
+18,556
+45% +$3.34M 0.32% 69
2025
Q4 		$7.62M Buy
41,078
+1,968
+5% +$368K 0.23% 117
2025
Q3 		$7.88M Buy
39,110
+3,572
+10% +$735K 0.24% 105
2025
Q2 		$7.77M Buy
35,538
+686
+2% +$155K 0.27% 74
2025
Q1 		$8.51M Buy
34,852
+1,648
+5% +$374K 0.32% 71
2024
Q4 		$7.05M Buy
33,204
+3,805
+13% +$844K 0.28% 86
2024
Q3 		$6.56M Buy
29,399
+4,607
+19% +$1.02M 0.29% 92
2024
Q2 		$5.22M Buy
24,792
+1,070
+5% +$220K 0.25% 103
2024
Q1 		$4.89M Buy
23,722
+1,122
+5% +$224K 0.24% 101
2023
Q4 		$4.28M Buy
22,600
+2,839
+14% +$549K 0.23% 112
2023
Q3 		$3.76M Buy
19,761
+3,855
+24% +$739K 0.21% 124
2023
Q2 		$2.99M Buy
15,906
+109
+0.7% +$19.3K 0.15% 188
2023
Q1 		$2.65M Buy
15,797
+383
+2% +$63.8K 0.14% 192
2022
Q4 		$2.55M Buy
15,414
+1,226
+9% +$200K 0.16% 178
2022
Q3 		$2.12M Buy
14,188
+388
+3% +$62.3K 0.15% 168
2022
Q2 		$2.14M Buy
13,800
+4,449
+48% +$713K 0.16% 160
2022
Q1 		$1.59M Buy
9,351
+177
+2% +$27.9K 0.13% 181
2021
Q4 		$1.59M Sell
9,174
-186
-2% -$30.9K 0.13% 167
2021
Q3 		$1.42M Sell
9,360
-278
-3% -$42K 0.12% 183
2021
Q2 		$1.36M Buy
9,638
+186
+2% +$24.9K 0.11% 186
2021
Q1 		$1.15M Sell
9,452
-18
-0.2% -$2.07K 0.1% 188
2020
Q4 		$1.11M Buy
9,470
+73
+0.8% +$8.29K 0.11% 187
2020
Q3 		$1.08M Buy
9,397
+238
+3% +$27.3K 0.12% 169
2020
Q2 		$983K Buy
9,159
+250
+3% +$25.3K 0.13% 149
2020
Q1 		$770K Buy
8,909
+2
+0% +$213 0.13% 147
2019
Q4 		$992K Hold
8,907
– – 0.17% 113
2019
Q3 		$891K Sell
8,907
-5
-0.1% -$500 0.14% 138
2019
Q2 		$889K Buy
8,912
+35
+0.4% +$3.35K 0.14% 135
2019
Q1 		$834K Buy
8,877
+117
+1% +$10.3K 0.15% 140
2018
Q4 		$699K Buy
+8,760
New +$730K 0.15% 111

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's MRSH Position: Q2 2026 in Review

CX Institutional reduced its Marsh (MRSH) stake by 5.2% in Q2 2026, selling an estimated $518K and leaving 56,534 shares worth $9.42M. The position accounts for 0.27% of the portfolio, ranked #83.

CX Institutional first reported a position in MRSH in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q1 2026. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • CX Institutional held 56,534 shares of Marsh worth $9.42M as of Q2 2026.
  • CX Institutional sold 3,100 Marsh shares in Q2 2026, an estimated $518K.
  • Marsh made up 0.27% of CX Institutional's portfolio in Q2 2026, its #83 holding.
  • CX Institutional first reported a position in Marsh in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Marsh position peaked at $10.3M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.