EFS
MRSH

Essex Financial Services’s Marsh MRSH Stock Holding History

Essex Financial Services’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 		$1.14M Sell
6,812
-904
-12% -$151K 0.06% 289
2026
Q1 		$1.34M Buy
7,716
+731
+10% +$131K 0.08% 224
2025
Q4 		$1.3M Buy
6,985
+3,411
+95% +$638K 0.07% 226
2025
Q3 		$720K Sell
3,574
-2,874
-45% -$591K 0.04% 336
2025
Q2 		$1.41M Buy
6,448
+3,051
+90% +$689K 0.09% 195
2025
Q1 		$829K Sell
3,397
-3,094
-48% -$702K 0.06% 273
2024
Q4 		$1.38M Buy
6,491
+3,098
+91% +$687K 0.1% 183
2024
Q3 		$753K Sell
3,393
-3,524
-51% -$782K 0.05% 297
2024
Q2 		$1.52M Buy
6,917
+4,440
+179% +$912K 0.11% 172
2024
Q1 		$510K Buy
2,477
+126
+5% +$25.1K 0.05% 321
2023
Q4 		$446K Sell
2,351
-187
-7% -$36.1K 0.05% 325
2023
Q3 		$483K Sell
2,538
-7
-0.3% -$1.34K 0.06% 282
2023
Q2 		$479K Sell
2,545
-30
-1% -$5.32K 0.05% 290
2023
Q1 		$429K Buy
2,575
+106
+4% +$17.7K 0.05% 316
2022
Q4 		$408K Sell
2,469
-12
-0.5% -$1.96K 0.04% 315
2022
Q3 		$370K Buy
2,481
+647
+35% +$104K 0.04% 303
2022
Q2 		$285K Buy
1,834
+203
+12% +$32.5K 0.03% 364
2022
Q1 		$278K Buy
1,631
+275
+20% +$43.4K 0.03% 403
2021
Q4 		$236K Sell
1,356
-1
-0.1% -$166 0.02% 427
2021
Q3 		$205K Sell
1,357
-448
-25% -$67.8K 0.02% 438
2021
Q2 		$254K Buy
+1,805
New +$242K 0.04% 368

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essex Financial Services's MRSH Position: Q2 2026 in Review

Essex Financial Services reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $151K and leaving 6,812 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #289.

Essex Financial Services first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.52M in Q2 2024. 1,101 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Essex Financial Services held 6,812 shares of Marsh worth $1.14M as of Q2 2026.
  • Essex Financial Services sold 904 Marsh shares in Q2 2026, an estimated $151K.
  • Marsh made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #289 holding.
  • Essex Financial Services first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's Marsh position peaked at $1.52M in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.