EDRH
MRSH

Edmond de Rothschild Holding’s Marsh MRSH Stock Holding History

Edmond de Rothschild Holding’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 		$2.29M Sell
13,738
-4,923
-26% -$823K 0.03% 234
2026
Q1 		$3.24M Sell
18,661
-3,679
-16% -$661K 0.05% 197
2025
Q4 		$4.14M Sell
22,340
-26,265
-54% -$4.91M 0.06% 186
2025
Q3 		$9.8M Sell
48,605
-3,003
-6% -$618K 0.15% 128
2025
Q2 		$11.3M Buy
51,608
+1,961
+4% +$443K 0.18% 114
2025
Q1 		$12.1M Buy
49,647
+3,064
+7% +$695K 0.21% 106
2024
Q4 		$9.89M Buy
46,583
+2,087
+5% +$463K 0.17% 124
2024
Q3 		$9.93M Buy
44,496
+11,117
+33% +$2.47M 0.16% 128
2024
Q2 		$7.03M Buy
33,379
+8,443
+34% +$1.73M 0.12% 142
2024
Q1 		$5.14M Buy
+24,936
New +$4.97M 0.09% 160
2023
Q3 		– Sell
-105
Closed -$19.7K – 735
2023
Q2 		$19.7K Buy
+105
New +$18.6K ﹤0.01% 652
2022
Q3 		– Sell
-10,753
Closed -$1.67M – 848
2022
Q2 		$1.67M Sell
10,753
-2,213
-17% -$355K 0.04% 281
2022
Q1 		$2.21M Sell
12,966
-1,657
-11% -$261K 0.05% 249
2021
Q4 		$2.54M Buy
14,623
+3,200
+28% +$532K 0.06% 250
2021
Q3 		$1.73M Hold
11,423
– – 0.04% 299
2021
Q2 		$1.61M Buy
11,423
+2,228
+24% +$299K 0.04% 310
2021
Q1 		$1.12M Buy
9,195
+5,105
+125% +$588K 0.03% 314
2020
Q4 		$479K Buy
4,090
+3,094
+311% +$352K 0.02% 358
2020
Q3 		$114K Buy
+996
New +$114K ﹤0.01% 454
2018
Q4 		– Sell
-1,476
Closed -$122K – 715
2018
Q3 		$122K Sell
1,476
-891
-38% -$75.5K ﹤0.01% 524
2018
Q2 		$194K Sell
2,367
-118
-5% -$9.63K 0.01% 483
2018
Q1 		$205K Buy
+2,485
New +$206K 0.01% 472
2017
Q4 		– Sell
-2,514
Closed -$211K – 819
2017
Q3 		$211K Buy
+2,514
New +$199K 0.01% 478
2017
Q2 		– Sell
-184
Closed -$14K – 840
2017
Q1 		$14K Buy
184
+73
+66% +$5.22K ﹤0.01% 757
2016
Q4 		$8K Buy
111
+51
+85% +$3.42K ﹤0.01% 775
2016
Q3 		$4K Buy
+60
New +$4.02K ﹤0.01% 818

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Edmond de Rothschild Holding's MRSH Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its Marsh (MRSH) stake by 26% in Q2 2026, selling an estimated $823K and leaving 13,738 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #234.

Edmond de Rothschild Holding first reported a position in MRSH in Q3 2016 and has held it in 26 quarters since. The position peaked at $12.1M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Edmond de Rothschild Holding held 13,738 shares of Marsh worth $2.29M as of Q2 2026.
  • Edmond de Rothschild Holding sold 4,923 Marsh shares in Q2 2026, an estimated $823K.
  • Marsh made up 0.03% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #234 holding.
  • Edmond de Rothschild Holding first reported a position in Marsh in Q3 2016 and has held it in 26 quarters since.
  • Edmond de Rothschild Holding's Marsh position peaked at $12.1M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.