BWS
MRSH

Broadway Wealth Solutions’s Marsh MRSH Stock Holding History

Broadway Wealth Solutions’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 		$994K Buy
5,966
+859
+17% +$144K 0.46% 24
2026
Q1 		$886K Sell
5,107
-9
-0.2% -$1.62K 0.46% 22
2025
Q4 		$949K Sell
5,116
-17
-0.3% -$3.18K 0.51% 21
2025
Q3 		$1.03M Hold
5,133
– – 0.58% 20
2025
Q2 		$1.12M Hold
5,133
– – 0.7% 19
2025
Q1 		$1.25M Buy
5,133
+26
+0.5% +$5.9K 0.91% 17
2024
Q4 		$1.08M Buy
+5,107
New +$1.13M 0.82% 17

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

Broadway Wealth Solutions's MRSH Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Marsh (MRSH) stake by 17% in Q2 2026, buying an estimated $144K and bringing the position to 5,966 shares worth $994K. The position accounts for 0.46% of the portfolio, ranked #24.

Broadway Wealth Solutions first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2025. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Broadway Wealth Solutions held 5,966 shares of Marsh worth $994K as of Q2 2026.
  • Broadway Wealth Solutions bought 859 Marsh shares in Q2 2026, an estimated $144K.
  • Marsh made up 0.46% of Broadway Wealth Solutions's portfolio in Q2 2026, its #24 holding.
  • Broadway Wealth Solutions first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Marsh position peaked at $1.25M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.