Envestnet Portfolio Solutions
MRSH

Envestnet Portfolio Solutions’s Marsh MRSH Stock Holding History

Envestnet Portfolio Solutions’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 		$1.49M Sell
8,954
-22,743
-72% -$3.8M 0.01% 567
2026
Q1 		$5.5M Sell
31,697
-5,340
-14% -$960K 0.03% 272
2025
Q4 		$6.87M Buy
37,037
+16,844
+83% +$3.15M 0.02% 310
2025
Q3 		$4.07M Sell
20,193
-1,532
-7% -$315K 0.02% 390
2025
Q2 		$4.75M Sell
21,725
-2,757
-11% -$622K 0.02% 378
2025
Q1 		$5.97M Sell
24,482
-13,479
-36% -$3.06M 0.02% 318
2024
Q4 		$8.06M Sell
37,961
-8,153
-18% -$1.81M 0.03% 288
2024
Q3 		$10.3M Buy
46,114
+805
+2% +$179K 0.03% 238
2024
Q2 		$9.55M Buy
45,309
+430
+1% +$88.3K 0.03% 241
2024
Q1 		$9.24M Buy
44,879
+9,209
+26% +$1.84M 0.03% 241
2023
Q4 		$6.76M Buy
35,670
+2,233
+7% +$431K 0.03% 267
2023
Q3 		$6.36M Buy
+33,437
New +$6.41M 0.03% 254

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Envestnet Portfolio Solutions's MRSH Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Marsh (MRSH) stake by 72% in Q2 2026, selling an estimated $3.8M and leaving 8,954 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #567.

Envestnet Portfolio Solutions first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q3 2024. 605 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Envestnet Portfolio Solutions held 8,954 shares of Marsh worth $1.49M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 22,743 Marsh shares in Q2 2026, an estimated $3.8M.
  • Marsh made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #567 holding.
  • Envestnet Portfolio Solutions first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Marsh position peaked at $10.3M in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.