BWM
MRSH

Baron Wealth Management’s Marsh MRSH Stock Holding History

Baron 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 		$270K Buy
1,617
+164
+11% +$27.4K 0.07% 218
2026
Q1 		$252K Buy
1,453
+372
+34% +$66.9K 0.08% 212
2025
Q4 		$201K Sell
1,081
-142
-12% -$26.5K 0.06% 240
2025
Q3 		$247K Buy
+1,223
New +$252K 0.08% 188
2025
Q2 		– Sell
-870
Closed -$212K – 260
2025
Q1 		$212K Buy
+870
New +$197K 0.09% 183

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

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

Baron Wealth Management increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,617 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #218.

Baron Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Baron Wealth Management held 1,617 shares of Marsh worth $270K as of Q2 2026.
  • Baron Wealth Management bought 164 Marsh shares in Q2 2026, an estimated $27.4K.
  • Marsh made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Baron Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.