Empirical Wealth Management’s Marsh MRSH Stock Holding History

Empirical Wealth Management’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	$764K	Buy	4,586 +66	+1%	+$11K	0.01%	485
2026 Q1	$784K	Sell	4,520 -2,162	-32%	-$389K	0.01%	411
2025 Q4	$1.24M	Sell	6,682 -1,701	-20%	-$318K	0.02%	305
2025 Q3	$1.69M	Buy	8,383 +178	+2%	+$36.6K	0.03%	262
2025 Q2	$1.79M	Buy	8,205 +1,068	+15%	+$241K	0.04%	243
2025 Q1	$1.74M	Buy	7,137 +1,458	+26%	+$331K	0.04%	229
2024 Q4	$1.21M	Buy	5,679 +45	+0.8%	+$9.98K	0.03%	260
2024 Q3	$1.26M	Buy	5,634 +248	+5%	+$55K	0.04%	245
2024 Q2	$1.14M	Sell	5,386 -1,931	-26%	-$397K	0.03%	250
2024 Q1	$1.51M	Buy	7,317 +2,768	+61%	+$552K	0.05%	215
2023 Q4	$862K	Buy	4,549 +3,013	+196%	+$582K	0.03%	255
2023 Q3	$292K	Buy	+1,536	New	+$294K	0.01%	374
2021 Q4	–	Sell	-3,950	Closed	-$598K	–	529
2021 Q3	$598K	Buy	+3,950	New	+$597K	0.03%	264

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's MRSH Position: Q2 2026 in Review

Empirical Wealth Management increased its Marsh (MRSH) stake by 1.5% in Q2 2026, buying an estimated $11K and bringing the position to 4,586 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #485.

Empirical Wealth Management first reported a position in MRSH in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.79M in Q2 2025. 543 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Empirical Wealth Management held 4,586 shares of Marsh worth $764K as of Q2 2026.
Empirical Wealth Management bought 66 Marsh shares in Q2 2026, an estimated $11K.
Marsh made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #485 holding.
Empirical Wealth Management first reported a position in Marsh in Q3 2021 and has held it in 13 quarters since.
Empirical Wealth Management's Marsh position peaked at $1.79M in Q2 2025.
543 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.