AAS
MRSH

Annex Advisory Services’s Marsh MRSH Stock Holding History

Annex Advisory Services’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 		$325K Sell
1,950
-42,794
-96% -$7.15M 0.01% 295
2026
Q1 		$7.76M Buy
44,744
+627
+1% +$113K 0.15% 90
2025
Q4 		$8.18M Sell
44,117
-52,239
-54% -$9.76M 0.16% 93
2025
Q3 		$19.4M Buy
96,356
+22,916
+31% +$4.71M 0.41% 60
2025
Q2 		$16.1M Buy
73,440
+10,140
+16% +$2.29M 0.39% 55
2025
Q1 		$15.4M Buy
63,300
+1,288
+2% +$292K 0.44% 58
2024
Q4 		$13.2M Buy
62,012
+2,626
+4% +$583K 0.4% 58
2024
Q3 		$13.2M Buy
59,386
+1,814
+3% +$403K 0.42% 52
2024
Q2 		$12.1M Buy
57,572
+1,423
+3% +$292K 0.43% 50
2024
Q1 		$11.6M Buy
56,149
+966
+2% +$193K 0.41% 48
2023
Q4 		$10.5M Buy
55,183
+1,840
+3% +$356K 0.44% 48
2023
Q3 		$10.2M Buy
53,343
+2,746
+5% +$526K 0.61% 41
2023
Q2 		$9.52M Sell
50,597
-3,020
-6% -$536K 0.53% 38
2023
Q1 		$8.93M Buy
53,617
+35,541
+197% +$5.92M 0.48% 36
2022
Q4 		$2.99M Buy
18,076
+12,520
+225% +$2.05M 0.17% 75
2022
Q3 		$830K Sell
5,556
-589
-10% -$94.5K 0.06% 128
2022
Q2 		$954K Sell
6,145
-1,184
-16% -$190K 0.07% 131
2022
Q1 		$1.25M Sell
7,329
-431
-6% -$67.9K 0.09% 118
2021
Q4 		$1.35M Buy
7,760
+270
+4% +$44.9K 0.09% 111
2021
Q3 		$1.13M Sell
7,490
-425
-5% -$64.3K 0.09% 104
2021
Q2 		$1.11M Sell
7,915
-259
-3% -$34.7K 0.09% 109
2021
Q1 		$995K Sell
8,174
-625
-7% -$72K 0.1% 112
2020
Q4 		$1.03M Buy
+8,799
New +$1,000K 0.1% 108

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
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
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
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Annex Advisory Services's MRSH Position: Q2 2026 in Review

Annex Advisory Services reduced its Marsh (MRSH) stake by 96% in Q2 2026, selling an estimated $7.15M and leaving 1,950 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #295.

Annex Advisory Services first reported a position in MRSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.4M in Q3 2025. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Annex Advisory Services held 1,950 shares of Marsh worth $325K as of Q2 2026.
  • Annex Advisory Services sold 42,794 Marsh shares in Q2 2026, an estimated $7.15M.
  • Marsh made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #295 holding.
  • Annex Advisory Services first reported a position in Marsh in Q4 2020 and has held it in 23 quarters since.
  • Annex Advisory Services's Marsh position peaked at $19.4M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.