AWM
MRSH

Axxcess Wealth Management’s Marsh MRSH Stock Holding History

Axxcess 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 		$3.42M Buy
+20,527
New +$3.43M 0.05% 304
2026
Q1 		– Sell
-17,500
Closed -$3.25M – 760
2025
Q4 		$3.25M Buy
17,500
+1,269
+8% +$237K 0.06% 285
2025
Q3 		$3.27M Buy
16,231
+1,923
+13% +$396K 0.07% 223
2025
Q2 		$3.13M Sell
14,308
-1,448
-9% -$327K 0.07% 214
2025
Q1 		$3.84M Sell
15,756
-5,785
-27% -$1.31M 0.1% 164
2024
Q4 		$4.58M Sell
21,541
-201
-0.9% -$44.6K 0.11% 145
2024
Q3 		$4.85M Sell
21,742
-205
-0.9% -$45.5K 0.12% 142
2024
Q2 		$4.62M Buy
21,947
+21
+0.1% +$4.31K 0.12% 141
2024
Q1 		$4.52M Buy
21,926
+813
+4% +$162K 0.12% 138
2023
Q4 		$4M Buy
21,113
+7,869
+59% +$1.52M 0.12% 146
2023
Q3 		$2.52M Buy
13,244
+10,022
+311% +$1.92M 0.09% 173
2023
Q2 		$606K Sell
3,222
-141
-4% -$25K 0.04% 307
2023
Q1 		$560K Buy
3,363
+1,267
+60% +$211K 0.04% 353
2022
Q4 		$347K Buy
2,096
+134
+7% +$21.9K 0.03% 424
2022
Q3 		$293K Buy
1,962
+459
+31% +$73.6K 0.03% 407
2022
Q2 		$233K Buy
1,503
+67
+5% +$10.7K 0.02% 458
2022
Q1 		$245K Buy
1,436
+203
+16% +$32K 0.02% 531
2021
Q4 		$214K Buy
+1,233
New +$205K 0.02% 576

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 20,527 shares worth $3.42M. The stake represents 0.05% of the portfolio and ranks #304 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MRSH as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.85M in Q3 2024. 692 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Axxcess Wealth Management held 20,527 shares of Marsh worth $3.42M as of Q2 2026.
  • Marsh was a new Axxcess Wealth Management position in Q2 2026.
  • Marsh made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Axxcess Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Marsh position peaked at $4.85M in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.