CFG
MRSH

Clayton Financial Group’s Marsh MRSH Stock Holding History

Clayton 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 		– Sell
-801
Closed -$139K – 380
2026
Q1 		$139K Buy
801
+10
+1% +$1.8K 0.07% 89
2025
Q4 		$147K Hold
791
– – 0.07% 89
2025
Q3 		$159K Buy
+791
New +$163K 0.12% 57

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Clayton Financial Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 801 shares — an estimated $139K sold.

Clayton Financial Group first reported a position in MRSH in Q3 2025 and held it in 3 quarters. The position peaked at $159K in Q3 2025. 564 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Clayton Financial Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 801 Marsh shares in Q2 2026, an estimated $139K.
  • Clayton Financial Group first reported a position in Marsh in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Marsh position peaked at $159K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.