BHWM
MRSH

Bar Harbor Wealth Management’s Marsh MRSH Stock Holding History

Bar Harbor 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 		$667K Sell
4,000
-184
-4% -$30.8K 0.04% 168
2026
Q1 		$726K Sell
4,184
-347
-8% -$62.4K 0.04% 158
2025
Q4 		$841K Sell
4,531
-90
-2% -$16.8K 0.05% 155
2025
Q3 		$931K Sell
4,621
-282
-6% -$58K 0.06% 152
2025
Q2 		$1.07M Hold
4,903
– – 0.07% 143
2025
Q1 		$1.2M Sell
4,903
-23
-0.5% -$5.22K 0.08% 137
2024
Q4 		$1.05M Sell
4,926
-75
-1% -$16.6K 0.07% 138
2024
Q3 		$1.12M Sell
5,001
-412
-8% -$91.5K 0.07% 146
2024
Q2 		$1.14M Buy
5,413
+225
+4% +$46.2K 0.08% 141
2024
Q1 		$1.07M Buy
5,188
+789
+18% +$157K 0.07% 147
2023
Q4 		$833K Sell
4,399
-175
-4% -$33.8K 0.06% 153
2023
Q3 		$870K Sell
4,574
-142
-3% -$27.2K 0.07% 154
2023
Q2 		$887K Sell
4,716
-489
-9% -$86.8K 0.07% 153
2023
Q1 		$867K Sell
5,205
-566
-10% -$94.3K 0.07% 156
2022
Q4 		$955K Sell
5,771
-50
-0.9% -$8.18K 0.08% 153
2022
Q3 		$869K Sell
5,821
-301
-5% -$48.3K 0.07% 152
2022
Q2 		$951K Sell
6,122
-1,035
-14% -$166K 0.08% 157
2022
Q1 		$1.22M Sell
7,157
-2,809
-28% -$443K 0.11% 112
2021
Q4 		$1.73M Sell
9,966
-457
-4% -$75.9K 0.15% 104
2021
Q3 		$1.58M Sell
10,423
-300
-3% -$45.4K 0.15% 106
2021
Q2 		$1.51M Sell
10,723
-685
-6% -$91.8K 0.14% 108
2021
Q1 		$1.39M Sell
11,408
-553
-5% -$63.7K 0.14% 113
2020
Q4 		$1.4M Sell
11,961
-772
-6% -$87.7K 0.14% 109
2020
Q3 		$1.46M Sell
12,733
-507
-4% -$58.1K 0.16% 103
2020
Q2 		$1.42M Sell
13,240
-5,762
-30% -$583K 0.16% 105
2020
Q1 		$1.64M Sell
19,002
-979
-5% -$104K 0.22% 90
2019
Q4 		$2.23M Sell
19,981
-83
-0.4% -$8.67K 0.24% 89
2019
Q3 		$2.01M Buy
20,064
+334
+2% +$33.4K 0.23% 93
2019
Q2 		$1.97M Buy
19,730
+30
+0.2% +$2.87K 0.23% 94
2019
Q1 		$1.85M Sell
19,700
-3,572
-15% -$316K 0.22% 93
2018
Q4 		$1.86M Sell
23,272
-280
-1% -$23.3K 0.25% 88
2018
Q3 		$1.95M Buy
23,552
+450
+2% +$38.1K 0.22% 96
2018
Q2 		$1.89M Sell
23,102
-5
-0% -$408 0.23% 93
2018
Q1 		$1.91M Sell
23,107
-84
-0.4% -$6.96K 0.23% 94
2017
Q4 		$1.89M Sell
23,191
-1,024
-4% -$85.1K 0.22% 94
2017
Q3 		$2.03M Sell
24,215
-1,136
-4% -$90K 0.25% 85
2017
Q2 		$1.98M Sell
25,351
-3,764
-13% -$284K 0.24% 87
2017
Q1 		$2.15M Sell
29,115
-2,426
-8% -$173K 0.25% 77
2016
Q4 		$2.13M Sell
31,541
-230
-0.7% -$15.4K 0.24% 86
2016
Q3 		$2.14M Sell
31,771
-1,193
-4% -$79.9K 0.24% 86
2016
Q2 		$2.26M Sell
32,964
-463
-1% -$29.7K 0.26% 82
2016
Q1 		$2.03M Sell
33,427
-1,281
-4% -$71.7K 0.25% 83
2015
Q4 		$1.93M Buy
34,708
+3,034
+10% +$167K 0.24% 85
2015
Q3 		$1.65M Buy
31,674
+3,288
+12% +$184K 0.22% 90
2015
Q2 		$1.61M Buy
28,386
+36
+0.1% +$2.08K 0.2% 98
2015
Q1 		$1.59M Sell
28,350
-470
-2% -$26.5K 0.19% 102
2014
Q4 		$1.65M Sell
28,820
-225
-0.8% -$12.3K 0.21% 97
2014
Q3 		$1.52M Sell
29,045
-134
-0.5% -$6.99K 0.2% 99
2014
Q2 		$1.51M Sell
29,179
-662
-2% -$32.9K 0.19% 98
2014
Q1 		$1.47M Sell
29,841
-125
-0.4% -$5.99K 0.19% 97
2013
Q4 		$1.45M Sell
29,966
-810
-3% -$37.5K 0.19% 97
2013
Q3 		$1.34M Sell
30,776
-1,557
-5% -$65.5K 0.19% 100
2013
Q2 		$1.29M Buy
+32,333
New +$1.27M 0.19% 100

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

Bar Harbor Wealth Management's MRSH Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Marsh (MRSH) stake by 4.4% in Q2 2026, selling an estimated $30.8K and leaving 4,000 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #168.

Bar Harbor Wealth Management first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.26M in Q2 2016. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bar Harbor Wealth Management held 4,000 shares of Marsh worth $667K as of Q2 2026.
  • Bar Harbor Wealth Management sold 184 Marsh shares in Q2 2026, an estimated $30.8K.
  • Marsh made up 0.04% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Bar Harbor Wealth Management first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's Marsh position peaked at $2.26M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.