CWP
MRSH

Curated Wealth Partners’s Marsh MRSH Stock Holding History

Curated Wealth Partners’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 		$461K Buy
75,510
+74,322
+6,256% +$12.4M 0.06% 290
2026
Q1 		$206K Sell
1,188
-771
-39% -$139K 0.03% 216
2025
Q4 		$363K Buy
+1,959
New +$366K 0.04% 142
2022
Q4 		– Sell
-1,342
Closed -$201K – 135
2022
Q3 		$201K Hold
1,342
– – 0.06% 120
2022
Q2 		$210K Sell
1,342
-554
-29% -$88.8K 0.06% 122
2022
Q1 		$329K Hold
1,896
– – 0.11% 100
2021
Q4 		$329K Buy
1,896
+13
+0.7% +$2.16K 0.11% 103
2021
Q3 		$285K Sell
1,883
-185
-9% -$28K 0.16% 113
2021
Q2 		$291K Buy
2,068
+241
+13% +$32.3K 0.16% 115
2021
Q1 		$223K Sell
1,827
-204
-10% -$23.5K 0.14% 127
2020
Q4 		$238K Buy
+2,031
New +$231K 0.15% 124

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Curated Wealth Partners's MRSH Position: Q2 2026 in Review

Curated Wealth Partners increased its Marsh (MRSH) stake by 6,256% in Q2 2026, buying an estimated $12.4M and bringing the position to 75,510 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #290.

Curated Wealth Partners first reported a position in MRSH in Q4 2020 and has held it in 11 quarters since. 457 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Curated Wealth Partners held 75,510 shares of Marsh worth $461K as of Q2 2026.
  • Curated Wealth Partners bought 74,322 Marsh shares in Q2 2026, an estimated $12.4M.
  • Marsh made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Curated Wealth Partners first reported a position in Marsh in Q4 2020 and has held it in 11 quarters since.
  • 457 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.