CA
MRSH

Cornerstone Advisory’s Marsh MRSH Stock Holding History

Cornerstone Advisory’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 		$302K Buy
1,810
+17
+0.9% +$2.84K 0.03% 220
2026
Q1 		$311K Sell
1,793
-186
-9% -$33.4K 0.03% 208
2025
Q4 		$367K Sell
1,979
-229
-10% -$42.8K 0.04% 178
2025
Q3 		$445K Buy
2,208
+146
+7% +$30K 0.04% 159
2025
Q2 		$451K Buy
2,062
+53
+3% +$12K 0.05% 154
2025
Q1 		$456K Buy
2,009
+302
+18% +$68.5K 0.05% 144
2024
Q4 		$391K Buy
1,707
+94
+6% +$20.9K 0.04% 165
2024
Q3 		$360K Buy
1,613
+1
+0.1% +$222 0.05% 162
2024
Q2 		$340K Buy
1,612
+61
+4% +$12.5K 0.05% 155
2024
Q1 		$320K Buy
1,551
+53
+4% +$10.6K 0.05% 177
2023
Q4 		$284K Buy
+1,498
New +$289K 0.04% 187
2022
Q1 		– Sell
-369
Closed -$64K – 543
2021
Q4 		$64K Buy
+369
New +$61.3K 0.01% 389

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cornerstone Advisory's MRSH Position: Q2 2026 in Review

Cornerstone Advisory increased its Marsh (MRSH) stake by 0.95% in Q2 2026, buying an estimated $2.84K and bringing the position to 1,810 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #220.

Cornerstone Advisory first reported a position in MRSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $456K in Q1 2025. 533 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cornerstone Advisory held 1,810 shares of Marsh worth $302K as of Q2 2026.
  • Cornerstone Advisory bought 17 Marsh shares in Q2 2026, an estimated $2.84K.
  • Marsh made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #220 holding.
  • Cornerstone Advisory first reported a position in Marsh in Q4 2021 and has held it in 12 quarters since.
  • Cornerstone Advisory's Marsh position peaked at $456K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.