BDPWM
MRSH

Barnes Dennig Private Wealth Management’s Marsh MRSH Stock Holding History

Barnes Dennig Private 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 		– Sell
-101
Closed -$17.5K – 383
2026
Q1 		$17.5K Buy
+101
New +$18.2K 0.02% 230
2025
Q4 		– Sell
-54
Closed -$10.9K – 336
2025
Q3 		$10.9K Buy
+54
New +$11.1K 0.01% 225
2025
Q2 		– Sell
-28
Closed -$6.83K – 313
2025
Q1 		$6.83K Buy
+28
New +$6.35K 0.01% 151

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Barnes Dennig Private Wealth Management's MRSH Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 101 shares — an estimated $17.5K sold.

Barnes Dennig Private Wealth Management first reported a position in MRSH in Q1 2025 and held it in 3 quarters. The position peaked at $17.5K in Q1 2026. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Barnes Dennig Private Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 101 Marsh shares in Q2 2026, an estimated $17.5K.
  • Barnes Dennig Private Wealth Management first reported a position in Marsh in Q1 2025 and held it in 3 quarters.
  • Barnes Dennig Private Wealth Management's Marsh position peaked at $17.5K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.