EWP
MRSH

Elevation Wealth Partners’s Marsh MRSH Stock Holding History

Elevation 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 		$79.4K Buy
476
+165
+53% +$27.6K 0.02% 218
2026
Q1 		$53.9K Buy
311
+59
+23% +$10.6K 0.02% 230
2025
Q4 		$46.8K Sell
252
-6
-2% -$1.12K 0.02% 249
2025
Q3 		$51.9K Buy
258
+21
+9% +$4.32K 0.02% 243
2025
Q2 		$51.9K Buy
237
+30
+14% +$6.77K 0.02% 229
2025
Q1 		$50.5K Buy
207
+29
+16% +$6.58K 0.02% 223
2024
Q4 		$37.8K Buy
178
+31
+21% +$6.88K 0.02% 259
2024
Q3 		$32.8K Hold
147
– – 0.01% 265
2024
Q2 		$31K Hold
147
– – 0.01% 257
2024
Q1 		$30.3K Hold
147
– – 0.02% 269
2023
Q4 		$28K Hold
147
– – 0.02% 257
2023
Q3 		$28K Hold
147
– – 0.02% 190
2023
Q2 		$27.6K Hold
147
– – 0.02% 195
2023
Q1 		$24.5K Buy
+147
New +$24.5K 0.02% 202

Other funds holding MRSH

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Elevation Wealth Partners increased its Marsh (MRSH) stake by 53% in Q2 2026, buying an estimated $27.6K and bringing the position to 476 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #218.

Elevation Wealth Partners first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. 533 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Elevation Wealth Partners held 476 shares of Marsh worth $79.4K as of Q2 2026.
  • Elevation Wealth Partners bought 165 Marsh shares in Q2 2026, an estimated $27.6K.
  • Marsh made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Elevation Wealth Partners first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • 533 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.