DT
MRSH

Diversified Trust’s Marsh MRSH Stock Holding History

Diversified Trust’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 		$9.66M Buy
57,978
+19,655
+51% +$3.29M 0.15% 78
2026
Q1 		$6.65M Buy
38,323
+15,321
+67% +$2.75M 0.12% 92
2025
Q4 		$4.27M Sell
23,002
-74
-0.3% -$13.8K 0.08% 132
2025
Q3 		$4.65M Sell
23,076
-1,130
-5% -$232K 0.09% 121
2025
Q2 		$5.29M Sell
24,206
-524
-2% -$118K 0.12% 102
2025
Q1 		$6.03M Sell
24,730
-939
-4% -$213K 0.15% 81
2024
Q4 		$5.45M Buy
25,669
+114
+0.4% +$25.3K 0.13% 91
2024
Q3 		$5.7M Buy
25,555
+2
+0% +$444 0.14% 86
2024
Q2 		$5.38M Buy
25,553
+9,184
+56% +$1.89M 0.15% 80
2024
Q1 		$3.37M Sell
16,369
-354
-2% -$70.6K 0.1% 120
2023
Q4 		$3.17M Sell
16,723
-211
-1% -$40.8K 0.11% 102
2023
Q3 		$3.22M Buy
16,934
+1,231
+8% +$236K 0.12% 96
2023
Q2 		$2.95M Buy
15,703
+1,975
+14% +$350K 0.11% 112
2023
Q1 		$2.29M Buy
13,728
+3,219
+31% +$536K 0.09% 127
2022
Q4 		$1.74M Sell
10,509
-1,238
-11% -$202K 0.07% 150
2022
Q3 		$1.75M Buy
11,747
+1,457
+14% +$234K 0.08% 123
2022
Q2 		$1.6M Buy
10,290
+678
+7% +$109K 0.07% 146
2022
Q1 		$1.64M Sell
9,612
-540
-5% -$85.1K 0.06% 170
2021
Q4 		$1.76M Buy
10,152
+4,924
+94% +$818K 0.06% 168
2021
Q3 		$792K Buy
+5,228
New +$791K 0.03% 276
2021
Q2 		– Sell
-7,530
Closed -$917K – 849
2021
Q1 		$917K Buy
7,530
+1,871
+33% +$215K 0.04% 232
2020
Q4 		$662K Buy
5,659
+509
+10% +$57.8K 0.03% 273
2020
Q3 		$591K Buy
5,150
+1,925
+60% +$221K 0.03% 272
2020
Q2 		$346K Buy
3,225
+716
+29% +$72.5K 0.02% 344
2020
Q1 		$217K Hold
2,509
– – 0.01% 358
2019
Q4 		$280K Buy
+2,509
New +$262K 0.01% 353
2019
Q1 		– Sell
-9,523
Closed -$759K – 364
2018
Q4 		$759K Buy
9,523
+5
+0.1% +$417 0.04% 144
2018
Q3 		$787K Hold
9,518
– – 0.04% 132
2018
Q2 		$780K Buy
+9,518
New +$777K 0.05% 125

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Diversified Trust's MRSH Position: Q2 2026 in Review

Diversified Trust increased its Marsh (MRSH) stake by 51% in Q2 2026, buying an estimated $3.29M and bringing the position to 57,978 shares worth $9.66M. The position accounts for 0.15% of the portfolio, ranked #78.

Diversified Trust first reported a position in MRSH in Q2 2018 and has held it in 29 quarters since. 249 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Diversified Trust held 57,978 shares of Marsh worth $9.66M as of Q2 2026.
  • Diversified Trust bought 19,655 Marsh shares in Q2 2026, an estimated $3.29M.
  • Marsh made up 0.15% of Diversified Trust's portfolio in Q2 2026, its #78 holding.
  • Diversified Trust first reported a position in Marsh in Q2 2018 and has held it in 29 quarters since.
  • 249 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.