BW
MRSH

Basepoint Wealth’s Marsh MRSH Stock Holding History

Basepoint Wealth’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 		$105K Buy
629
+3
+0.5% +$501 0.06% 153
2026
Q1 		$109K Buy
626
+4
+0.6% +$719 0.06% 139
2025
Q4 		$116K Buy
+622
New +$116K 0.07% 133

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

Basepoint Wealth's MRSH Position: Q2 2026 in Review

Basepoint Wealth increased its Marsh (MRSH) stake by 0.48% in Q2 2026, buying an estimated $501 and bringing the position to 629 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #153.

Basepoint Wealth first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $116K in Q4 2025. 928 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Basepoint Wealth held 629 shares of Marsh worth $105K as of Q2 2026.
  • Basepoint Wealth bought 3 Marsh shares in Q2 2026, an estimated $501.
  • Marsh made up 0.06% of Basepoint Wealth's portfolio in Q2 2026, its #153 holding.
  • Basepoint Wealth first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Marsh position peaked at $116K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.