AWA
MRSH

Amplius Wealth Advisors’s Marsh MRSH Stock Holding History

Amplius Wealth Advisors’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 		$215K Buy
+1,290
New +$216K 0.02% 200
2026
Q1 		– Sell
-1,269
Closed -$235K – 182
2025
Q4 		$235K Buy
1,269
+20
+2% +$3.74K 0.02% 160
2025
Q3 		$252K Sell
1,249
-1,386
-53% -$285K 0.02% 157
2025
Q2 		$576K Sell
2,635
-10
-0.4% -$2.26K 0.05% 108
2025
Q1 		$645K Buy
2,645
+5
+0.2% +$1.13K 0.07% 97
2024
Q4 		$561K Hold
2,640
– – 0.06% 97
2024
Q3 		$589K Sell
2,640
-10
-0.4% -$2.22K 0.06% 89
2024
Q2 		$558K Sell
2,650
-523
-16% -$107K 0.06% 92
2024
Q1 		$654K Sell
3,173
-473
-13% -$94.3K 0.07% 87
2023
Q4 		$691K Sell
3,646
-515
-12% -$99.5K 0.08% 81
2023
Q3 		$792K Buy
4,161
+301
+8% +$57.7K 0.11% 75
2023
Q2 		$726K Sell
3,860
-7
-0.2% -$1.24K 0.1% 79
2023
Q1 		$644K Sell
3,867
-544
-12% -$90.6K 0.09% 83
2022
Q4 		$730K Sell
4,411
-5
-0.1% -$818 0.12% 76
2022
Q3 		$659K Sell
4,416
-22
-0.5% -$3.53K 0.12% 70
2022
Q2 		$688K Sell
4,438
-224
-5% -$35.9K 0.11% 72
2022
Q1 		$794K Hold
4,662
– – 0.12% 70
2021
Q4 		$810K Buy
+4,662
New +$774K 0.11% 72

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

Amplius Wealth Advisors's MRSH Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Marsh (MRSH) in Q2 2026: 1,290 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in MRSH as recently as Q4 2025.

Amplius Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $810K in Q4 2021. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Amplius Wealth Advisors held 1,290 shares of Marsh worth $215K as of Q2 2026.
  • Marsh was a new Amplius Wealth Advisors position in Q2 2026.
  • Marsh made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Amplius Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Marsh position peaked at $810K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.