BP
MRSH

Ballentine Partners’s Marsh MRSH Stock Holding History

Ballentine Partners’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 		$1.16M Sell
6,955
-379
-5% -$63.4K 0.01% 337
2026
Q1 		$1.27M Sell
7,334
-2,302
-24% -$414K 0.02% 296
2025
Q4 		$1.79M Buy
9,636
+256
+3% +$47.9K 0.03% 214
2025
Q3 		$1.89M Sell
9,380
-475
-5% -$97.7K 0.03% 203
2025
Q2 		$2.15M Buy
9,855
+316
+3% +$71.3K 0.03% 184
2025
Q1 		$2.33M Sell
9,539
-242
-2% -$54.9K 0.04% 166
2024
Q4 		$2.08M Buy
9,781
+574
+6% +$127K 0.04% 164
2024
Q3 		$2.05M Buy
9,207
+591
+7% +$131K 0.04% 170
2024
Q2 		$1.82M Buy
8,616
+897
+12% +$184K 0.03% 171
2024
Q1 		$1.59M Sell
7,719
-69
-0.9% -$13.8K 0.03% 181
2023
Q4 		$1.48M Buy
7,788
+607
+8% +$117K 0.03% 183
2023
Q3 		$1.37M Buy
7,181
+1,504
+26% +$288K 0.03% 161
2023
Q2 		$1.07M Buy
5,677
+384
+7% +$68.1K 0.02% 193
2023
Q1 		$882K Buy
5,293
+1,711
+48% +$285K 0.02% 215
2022
Q4 		$593K Sell
3,582
-1
-0% -$164 0.02% 249
2022
Q3 		$535K Buy
3,583
+790
+28% +$127K 0.02% 236
2022
Q2 		$433K Buy
2,793
+66
+2% +$10.6K 0.02% 259
2022
Q1 		$465K Buy
2,727
+95
+4% +$15K 0.01% 267
2021
Q4 		$457K Sell
2,632
-4
-0.2% -$664 0.01% 289
2021
Q3 		$399K Buy
2,636
+5
+0.2% +$756 0.01% 276
2021
Q2 		$371K Sell
2,631
-89
-3% -$11.9K 0.01% 282
2021
Q1 		$331K Sell
2,720
-140
-5% -$16.1K 0.01% 283
2020
Q4 		$335K Buy
2,860
+198
+7% +$22.5K 0.01% 265
2020
Q3 		$306K Sell
2,662
-23
-0.9% -$2.64K 0.01% 290
2020
Q2 		$289K Sell
2,685
-51
-2% -$5.16K 0.01% 284
2020
Q1 		$237K Buy
2,736
+410
+18% +$43.7K 0.01% 291
2019
Q4 		$259K Hold
2,326
– – 0.01% 330
2019
Q3 		$232K Buy
2,326
+185
+9% +$18.5K 0.01% 344
2019
Q2 		$214K Buy
+2,141
New +$205K 0.01% 354

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

Ballentine Partners's MRSH Position: Q2 2026 in Review

Ballentine Partners reduced its Marsh (MRSH) stake by 5.2% in Q2 2026, selling an estimated $63.4K and leaving 6,955 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #337.

Ballentine Partners first reported a position in MRSH in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.33M in Q1 2025. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ballentine Partners held 6,955 shares of Marsh worth $1.16M as of Q2 2026.
  • Ballentine Partners sold 379 Marsh shares in Q2 2026, an estimated $63.4K.
  • Marsh made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #337 holding.
  • Ballentine Partners first reported a position in Marsh in Q2 2019 and has held it in 29 quarters since.
  • Ballentine Partners's Marsh position peaked at $2.33M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.