ABWM
MRSH

Alpine Bank Wealth Management’s Marsh MRSH Stock Holding History

Alpine Bank 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 		$6.33K Buy
+38
New +$6.35K ﹤0.01% 388
2025
Q4 		– Sell
-38
Closed -$7.66K – 302
2025
Q3 		$7.66K Hold
38
– – ﹤0.01% 391
2025
Q2 		$8.31K Buy
+38
New +$8.58K ﹤0.01% 387

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Alpine Bank Wealth Management's MRSH Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 38 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in MRSH as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 3 quarters since. The position peaked at $8.31K in Q2 2025. 873 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Alpine Bank Wealth Management held 38 shares of Marsh worth $6.33K as of Q2 2026.
  • Marsh was a new Alpine Bank Wealth Management position in Q2 2026.
  • Marsh made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Alpine Bank Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 3 quarters since.
  • Alpine Bank Wealth Management's Marsh position peaked at $8.31K in Q2 2025.
  • 873 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.