BRWA
MRSH

B. Riley Wealth Advisors’s Marsh MRSH Stock Holding History

B. Riley 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 		$204K Sell
1,224
-217
-15% -$36.3K 0.01% 766
2026
Q1 		$252K Sell
1,441
-11
-0.8% -$1.98K 0.02% 635
2025
Q4 		$269K Sell
1,452
-30
-2% -$5.61K 0.01% 744
2025
Q3 		$299K Sell
1,482
-736
-33% -$151K 0.01% 732
2025
Q2 		$485K Buy
+2,218
New +$501K 0.02% 535
2024
Q4 		$841K Sell
3,958
-471
-11% -$104K 0.03% 512
2024
Q3 		$987K Sell
4,429
-60
-1% -$13.3K 0.03% 502
2024
Q2 		$946K Buy
4,489
+1,288
+40% +$265K 0.02% 557
2024
Q1 		$609K Buy
3,201
+591
+23% +$118K 0.02% 701
2023
Q4 		$495K Sell
2,610
-591
-18% -$114K 0.01% 817
2023
Q3 		$609K Buy
3,201
+428
+15% +$82K 0.02% 701
2023
Q2 		$522K Sell
2,773
-168
-6% -$29.8K 0.01% 830
2023
Q1 		$490K Sell
2,941
-894
-23% -$149K 0.01% 809
2022
Q4 		$635K Buy
3,835
+681
+22% +$111K 0.02% 700
2022
Q3 		$471K Buy
3,154
+786
+33% +$126K 0.01% 782
2022
Q2 		$369K Buy
2,368
+202
+9% +$32.4K 0.02% 785
2022
Q1 		$370K Sell
2,166
-706
-25% -$111K 0.01% 916
2021
Q4 		$499K Sell
2,872
-89
-3% -$14.8K 0.01% 810
2021
Q3 		$447K Sell
2,961
-718
-20% -$109K 0.01% 829
2021
Q2 		$517K Buy
3,679
+78
+2% +$10.5K 0.02% 752
2021
Q1 		$440K Buy
3,601
+1,296
+56% +$149K 0.02% 796
2020
Q4 		$271K Sell
2,305
-3,783
-62% -$430K 0.01% 816
2020
Q3 		$699K Sell
6,088
-18
-0.3% -$2.06K 0.04% 413
2020
Q2 		$656K Buy
6,106
+362
+6% +$36.6K 0.04% 370
2020
Q1 		$497K Buy
5,744
+419
+8% +$44.7K 0.04% 384
2019
Q4 		$594K Buy
5,325
+771
+17% +$80.5K 0.05% 373
2019
Q3 		$456K Sell
4,554
-738
-14% -$73.8K 0.04% 437
2019
Q2 		$529K Sell
5,292
-604
-10% -$57.8K 0.06% 360
2019
Q1 		$554K Sell
5,896
-375
-6% -$33.2K 0.07% 304
2018
Q4 		$501K Sell
6,271
-558
-8% -$46.5K 0.07% 295
2018
Q3 		$566K Sell
6,829
-11
-0.2% -$932 0.07% 319
2018
Q2 		$562K Sell
6,840
-3,045
-31% -$249K 0.07% 293
2018
Q1 		$818K Buy
9,885
+1,967
+25% +$163K 0.11% 197
2017
Q4 		$646K Buy
7,918
+3,281
+71% +$273K 0.09% 254
2017
Q3 		$390K Sell
4,637
-4
-0.1% -$317 0.06% 315
2017
Q2 		$363K Buy
+4,641
New +$350K 0.07% 317
2015
Q1 		– Sell
-1,144
Closed -$65 – 1417
2014
Q4 		$65 Buy
+1,144
New +$62.8K ﹤0.01% 1961
2014
Q3 		– Sell
-1,224
Closed -$63.4K – 1393
2014
Q2 		$63.4K Buy
+1,224
New +$60.8K 0.01% 921

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

B. Riley Wealth Advisors's MRSH Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $36.3K and leaving 1,224 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #766.

B. Riley Wealth Advisors first reported a position in MRSH in Q2 2014 and has held it in 38 quarters since. The position peaked at $987K in Q3 2024. 370 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • B. Riley Wealth Advisors held 1,224 shares of Marsh worth $204K as of Q2 2026.
  • B. Riley Wealth Advisors sold 217 Marsh shares in Q2 2026, an estimated $36.3K.
  • Marsh made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #766 holding.
  • B. Riley Wealth Advisors first reported a position in Marsh in Q2 2014 and has held it in 38 quarters since.
  • B. Riley Wealth Advisors's Marsh position peaked at $987K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.