C
MRSH

Covestor’s Marsh MRSH Stock Holding History

Covestor’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 		$20K Sell
119
-11
-8% -$1.84K 0.01% 1173
2026
Q1 		$23K Sell
130
-76
-37% -$13.7K 0.02% 1057
2025
Q4 		$38K Sell
206
-22
-10% -$4.11K 0.02% 1015
2025
Q3 		$46K Sell
228
-11
-5% -$2.26K 0.03% 946
2025
Q2 		$52K Buy
239
+3
+1% +$677 0.03% 878
2025
Q1 		$58K Buy
236
+5
+2% +$1.13K 0.04% 785
2024
Q4 		$49K Buy
231
+52
+29% +$11.5K 0.03% 864
2024
Q3 		$40K Buy
179
+7
+4% +$1.55K 0.03% 953
2024
Q2 		$36K Buy
172
+1
+0.6% +$205 0.02% 992
2024
Q1 		$35K Sell
171
-2
-1% -$399 0.02% 1011
2023
Q4 		$33K Buy
173
+3
+2% +$580 0.02% 1009
2023
Q3 		$33K Sell
170
-1
-0.6% -$192 0.02% 939
2023
Q2 		$32K Sell
171
-228
-57% -$40.5K 0.02% 965
2023
Q1 		$66K Sell
399
-77
-16% -$12.8K 0.06% 597
2022
Q4 		$79K Buy
476
+63
+15% +$10.3K 0.06% 516
2022
Q3 		$62K Sell
413
-499
-55% -$80.1K 0.05% 614
2022
Q2 		$142K Hold
912
– – 0.11% 224
2022
Q1 		$155K Buy
912
+420
+85% +$66.2K 0.1% 259
2021
Q4 		$86K Buy
+492
New +$81.7K 0.12% 232

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Covestor's MRSH Position: Q2 2026 in Review

Covestor reduced its Marsh (MRSH) stake by 8.5% in Q2 2026, selling an estimated $1.84K and leaving 119 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #1173.

Covestor first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $155K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Covestor held 119 shares of Marsh worth $20K as of Q2 2026.
  • Covestor sold 11 Marsh shares in Q2 2026, an estimated $1.84K.
  • Marsh made up 0.01% of Covestor's portfolio in Q2 2026, its #1173 holding.
  • Covestor first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Marsh position peaked at $155K in Q1 2022.
  • 1,022 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.