AWM
MRSH

Activest Wealth Management’s Marsh MRSH Stock Holding History

Activest Wealth Management’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 		$833 Sell
5
-338
-99% -$56.5K ﹤0.01% 985
2026
Q1 		$59.5K Buy
343
+139
+68% +$25K 0.01% 303
2025
Q4 		$37.8K Buy
204
+193
+1,755% +$36.1K 0.01% 370
2025
Q3 		$2.22K Sell
11
-82
-88% -$16.9K ﹤0.01% 770
2025
Q2 		$20.3K Sell
93
-22
-19% -$4.97K ﹤0.01% 322
2025
Q1 		$28.1K Buy
115
+111
+2,775% +$25.2K 0.01% 249
2024
Q4 		$850 Buy
+4
New +$887 ﹤0.01% 475
2023
Q3 		– Sell
-40
Closed -$7.03K – 371
2023
Q2 		$7.03K Hold
40
– – ﹤0.01% 202
2023
Q1 		$6.66K Buy
+40
New +$6.66K ﹤0.01% 196

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Activest Wealth Management's MRSH Position: Q2 2026 in Review

Activest Wealth Management reduced its Marsh (MRSH) stake by 99% in Q2 2026, selling an estimated $56.5K and leaving 5 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Activest Wealth Management first reported a position in MRSH in Q1 2023 and has held it in 9 quarters since. The position peaked at $59.5K in Q1 2026. 499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Activest Wealth Management held 5 shares of Marsh worth $833 as of Q2 2026.
  • Activest Wealth Management sold 338 Marsh shares in Q2 2026, an estimated $56.5K.
  • Marsh made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #985 holding.
  • Activest Wealth Management first reported a position in Marsh in Q1 2023 and has held it in 9 quarters since.
  • Activest Wealth Management's Marsh position peaked at $59.5K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.