CIA
MRSH

Concurrent Investment Advisors’s Marsh MRSH Stock Holding History

Concurrent Investment Advisors’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 		$2.92M Sell
17,547
-3,835
-18% -$641K 0.02% 597
2026
Q1 		$3.71M Sell
21,382
-2,820
-12% -$507K 0.04% 429
2025
Q4 		$4.49M Buy
24,202
+10,022
+71% +$1.87M 0.05% 358
2025
Q3 		$2.86M Buy
14,180
+1,387
+11% +$285K 0.05% 369
2025
Q2 		$2.8M Buy
12,793
+1,651
+15% +$373K 0.05% 352
2025
Q1 		$2.72M Buy
11,142
+3,209
+40% +$728K 0.07% 306
2024
Q4 		$1.69M Buy
7,933
+1,043
+15% +$231K 0.05% 367
2024
Q3 		$1.54M Buy
6,890
+998
+17% +$222K 0.05% 375
2024
Q2 		$1.24M Buy
5,892
+1,614
+38% +$332K 0.04% 382
2024
Q1 		$881K Buy
4,278
+415
+11% +$82.7K 0.04% 396
2023
Q4 		$732K Buy
+3,863
New +$746K 0.03% 399

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Concurrent Investment Advisors's MRSH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Marsh (MRSH) stake by 18% in Q2 2026, selling an estimated $641K and leaving 17,547 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #597.

Concurrent Investment Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.49M in Q4 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Concurrent Investment Advisors held 17,547 shares of Marsh worth $2.92M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,835 Marsh shares in Q2 2026, an estimated $641K.
  • Marsh made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #597 holding.
  • Concurrent Investment Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Marsh position peaked at $4.49M in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.