BFG
MRSH

Bleakley Financial Group’s Marsh MRSH Stock Holding History

Bleakley Financial Group’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 		$7.72M Buy
46,313
+5,811
+14% +$971K 0.1% 158
2026
Q1 		$7.03M Buy
40,502
+2,703
+7% +$486K 0.11% 159
2025
Q4 		$7.01M Buy
37,799
+2,771
+8% +$518K 0.12% 139
2025
Q3 		$7.06M Buy
35,028
+737
+2% +$152K 0.16% 117
2025
Q2 		$7.5M Buy
34,291
+512
+2% +$116K 0.19% 100
2025
Q1 		$8.24M Buy
33,779
+1,157
+4% +$263K 0.26% 72
2024
Q4 		$6.93M Buy
32,622
+2,440
+8% +$541K 0.21% 79
2024
Q3 		$6.73M Buy
30,182
+199
+0.7% +$44.2K 0.21% 87
2024
Q2 		$6.32M Sell
29,983
-227
-0.8% -$46.6K 0.18% 109
2024
Q1 		$6.22M Buy
30,210
+449
+2% +$89.5K 0.18% 112
2023
Q4 		$5.64M Buy
29,761
+336
+1% +$64.9K 0.18% 107
2023
Q3 		$5.6M Sell
29,425
-779
-3% -$149K 0.2% 100
2023
Q2 		$5.68M Buy
30,204
+3,441
+13% +$611K 0.18% 107
2023
Q1 		$4.46M Buy
26,763
+5,053
+23% +$842K 0.15% 125
2022
Q4 		$3.59M Buy
+21,710
New +$3.55M 0.13% 155

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

Bleakley Financial Group's MRSH Position: Q2 2026 in Review

Bleakley Financial Group increased its Marsh (MRSH) stake by 14% in Q2 2026, buying an estimated $971K and bringing the position to 46,313 shares worth $7.72M. The position accounts for 0.1% of the portfolio, ranked #158.

Bleakley Financial Group first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.24M in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bleakley Financial Group held 46,313 shares of Marsh worth $7.72M as of Q2 2026.
  • Bleakley Financial Group bought 5,811 Marsh shares in Q2 2026, an estimated $971K.
  • Marsh made up 0.1% of Bleakley Financial Group's portfolio in Q2 2026, its #158 holding.
  • Bleakley Financial Group first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Marsh position peaked at $8.24M in Q1 2025.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.