CWM
MRSH

Cornerstone Wealth Management’s Marsh MRSH Stock Holding History

Cornerstone 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 		$212K Sell
1,274
-16
-1% -$2.67K 0.01% 707
2026
Q1 		$224K Buy
1,290
+4
+0.3% +$719 0.01% 652
2025
Q4 		$239K Buy
+1,286
New +$240K 0.01% 613
2025
Q1 		– Sell
-2,805
Closed -$596K – 612
2024
Q4 		$596K Buy
+2,805
New +$622K 0.04% 317
2017
Q3 		– Sell
-6,884
Closed -$537K – 406
2017
Q2 		$537K Buy
+6,884
New +$520K 0.12% 167

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 Wealth Management's MRSH Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Marsh (MRSH) stake by 1.2% in Q2 2026, selling an estimated $2.67K and leaving 1,274 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #707.

Cornerstone Wealth Management first reported a position in MRSH in Q2 2017 and has held it in 5 quarters since. The position peaked at $596K in Q4 2024. 526 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cornerstone Wealth Management held 1,274 shares of Marsh worth $212K as of Q2 2026.
  • Cornerstone Wealth Management sold 16 Marsh shares in Q2 2026, an estimated $2.67K.
  • Marsh made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Cornerstone Wealth Management first reported a position in Marsh in Q2 2017 and has held it in 5 quarters since.
  • Cornerstone Wealth Management's Marsh position peaked at $596K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.