CX Institutional’s Marsh MRSH Stock Holding History
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
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. 1,501 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.
- 1,501 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.