Connecticut Wealth Management’s Marsh MRSH Stock Holding History

Connecticut 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	$491K	Sell	2,945 -519	-15%	-$86.8K	0.02%	237
2026 Q1	$601K	Sell	3,464 -681	-16%	-$122K	0.03%	210
2025 Q4	$769K	Sell	4,145 -240	-5%	-$44.9K	0.03%	182
2025 Q3	$884K	Sell	4,385 -164	-4%	-$33.7K	0.04%	165
2025 Q2	$994K	Sell	4,549 -105	-2%	-$23.7K	0.05%	148
2025 Q1	$1.14M	Sell	4,654 -204	-4%	-$46.3K	0.06%	137
2024 Q4	$1.03M	Buy	4,858 +235	+5%	+$52.1K	0.05%	129
2024 Q3	$1.03M	Buy	4,623 +55	+1%	+$12.2K	0.05%	151
2024 Q2	$963K	Buy	4,568 +186	+4%	+$38.2K	0.05%	155
2024 Q1	$903K	Buy	4,382 +80	+2%	+$15.9K	0.05%	161
2023 Q4	$815K	Buy	4,302 +1,543	+56%	+$298K	0.05%	164
2023 Q3	$525K	Buy	+2,759	New	+$529K	0.04%	170

Other funds holding MRSH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Connecticut Wealth Management reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $86.8K and leaving 2,945 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #237.

Connecticut Wealth Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2025. 644 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Connecticut Wealth Management held 2,945 shares of Marsh worth $491K as of Q2 2026.
Connecticut Wealth Management sold 519 Marsh shares in Q2 2026, an estimated $86.8K.
Marsh made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #237 holding.
Connecticut Wealth Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Marsh position peaked at $1.14M in Q1 2025.
644 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.