C2C Wealth Management’s Marsh MRSH Stock Holding History

C2C 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	$430K	Hold	2,580	–	–	0.34%	56
2026 Q1	$448K	Hold	2,580	–	–	0.38%	50
2025 Q4	$479K	Hold	2,580	–	–	0.4%	49
2025 Q3	$520K	Hold	2,580	–	–	0.45%	46
2025 Q2	$564K	Hold	2,580	–	–	0.51%	45
2025 Q1	$630K	Hold	2,580	–	–	0.59%	41
2024 Q4	$548K	Hold	2,580	–	–	0.51%	44
2024 Q3	$563K	Hold	2,580	–	–	0.52%	44
2024 Q2	$544K	Hold	2,580	–	–	0.53%	44
2024 Q1	$531K	Hold	2,580	–	–	0.53%	45
2023 Q4	$487K	Hold	2,580	–	–	0.41%	55
2023 Q3	$486K	Hold	2,580	–	–	0.07%	151
2023 Q2	$487K	Hold	2,580	–	–	0.06%	154
2023 Q1	$439K	Hold	2,580	–	–	0.07%	157
2022 Q4	$439K	Hold	2,580	–	–	0.08%	109
2022 Q3	$409K	Hold	2,580	–	–	0.08%	114
2022 Q2	$395K	Hold	2,580	–	–	0.07%	122
2022 Q1	$448K	Hold	2,580	–	–	0.08%	123
2021 Q4	$448K	Buy	+2,580	New	+$429K	0.06%	134

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

C2C Wealth Management's MRSH Position: Q2 2026 in Review

C2C Wealth Management held its Marsh (MRSH) position steady in Q2 2026 at 2,580 shares worth $430K. The position accounts for 0.34% of the portfolio, ranked #56.

C2C Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $630K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

C2C Wealth Management held 2,580 shares of Marsh worth $430K as of Q2 2026.
C2C Wealth Management left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.34% of C2C Wealth Management's portfolio in Q2 2026, its #56 holding.
C2C Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's Marsh position peaked at $630K in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.