CAMG
MRSH

CWA Asset Management Group’s Marsh MRSH Stock Holding History

CWA Asset Management Group’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 		$332K Buy
1,992
+125
+7% +$20.9K 0.01% 568
2026
Q1 		$324K Sell
1,867
-644
-26% -$116K 0.01% 550
2025
Q4 		$466K Sell
2,511
-577
-19% -$108K 0.02% 471
2025
Q3 		$622K Sell
3,088
-524
-15% -$108K 0.02% 436
2025
Q2 		$790K Buy
3,612
+177
+5% +$40K 0.03% 368
2025
Q1 		$838K Buy
3,435
+210
+7% +$47.6K 0.04% 327
2024
Q4 		$685K Sell
3,225
-3
-0.1% -$666 0.03% 331
2024
Q3 		$720K Buy
+3,228
New +$717K 0.04% 300
2024
Q1 		$664K Sell
3,224
-191
-6% -$38.1K 0.04% 280
2023
Q4 		$647K Buy
3,415
+763
+29% +$147K 0.04% 218
2023
Q3 		$505K Buy
2,652
+353
+15% +$67.7K 0.04% 220
2023
Q2 		$432K Buy
2,299
+205
+10% +$36.4K 0.03% 234
2023
Q1 		$349K Buy
+2,094
New +$349K 0.03% 242

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CWA Asset Management Group's MRSH Position: Q2 2026 in Review

CWA Asset Management Group increased its Marsh (MRSH) stake by 6.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,992 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #568.

CWA Asset Management Group first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $838K in Q1 2025. 743 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • CWA Asset Management Group held 1,992 shares of Marsh worth $332K as of Q2 2026.
  • CWA Asset Management Group bought 125 Marsh shares in Q2 2026, an estimated $20.9K.
  • Marsh made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #568 holding.
  • CWA Asset Management Group first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
  • CWA Asset Management Group's Marsh position peaked at $838K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.