EI
MRSH

Ethic Inc’s Marsh MRSH Stock Holding History

Ethic Inc’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 		$10.8M Buy
64,963
+3,826
+6% +$640K 0.14% 139
2026
Q1 		$10.6M Sell
61,137
-115
-0.2% -$20.7K 0.17% 125
2025
Q4 		$11.4M Sell
61,252
-621
-1% -$116K 0.17% 114
2025
Q3 		$12.5M Sell
61,873
-6,606
-10% -$1.36M 0.21% 96
2025
Q2 		$14.9M Sell
68,479
-4,326
-6% -$977K 0.27% 70
2025
Q1 		$17.8M Buy
72,805
+5,236
+8% +$1.19M 0.36% 45
2024
Q4 		$14.4M Buy
67,569
+12,002
+22% +$2.66M 0.29% 55
2024
Q3 		$11.4M Sell
55,567
-9,176
-14% -$2.04M 0.29% 65
2024
Q2 		$13.6M Buy
64,743
+9,176
+17% +$1.88M 0.32% 58
2024
Q1 		$11.4M Buy
55,567
+1,896
+4% +$378K 0.29% 65
2023
Q4 		$10.2M Sell
53,671
-1,481
-3% -$286K 0.3% 63
2023
Q3 		$10.5M Sell
55,152
-15,327
-22% -$2.94M 0.37% 43
2023
Q2 		$13.3M Buy
70,479
+1,090
+2% +$193K 0.49% 30
2023
Q1 		$11.6M Buy
69,389
+10,974
+19% +$1.83M 0.47% 29
2022
Q4 		$9.67M Buy
58,415
+4,848
+9% +$793K 0.52% 29
2022
Q3 		$8M Buy
53,567
+2,850
+6% +$457K 0.54% 25
2022
Q2 		$7.87M Buy
50,717
+11,287
+29% +$1.81M 0.55% 21
2022
Q1 		$6.72M Buy
39,430
+8,691
+28% +$1.37M 0.46% 32
2021
Q4 		$5.34M Buy
30,739
+3,771
+14% +$626K 0.41% 46
2021
Q3 		$4.08M Buy
26,968
+5,206
+24% +$787K 0.42% 48
2021
Q2 		$3.06M Buy
21,762
+7,492
+53% +$1M 0.37% 56
2021
Q1 		$1.74M Buy
14,270
+4,699
+49% +$541K 0.31% 77
2020
Q4 		$1.12M Buy
9,571
+881
+10% +$100K 0.3% 84
2020
Q3 		$997K Buy
8,690
+677
+8% +$77.6K 0.38% 59
2020
Q2 		$860K Sell
8,013
-277
-3% -$28K 0.49% 45
2020
Q1 		$717K Sell
8,290
-74
-0.9% -$7.89K 0.6% 47
2019
Q4 		$932K Buy
+8,364
New +$874K 0.69% 31

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

Ethic Inc's MRSH Position: Q2 2026 in Review

Ethic Inc increased its Marsh (MRSH) stake by 6.3% in Q2 2026, buying an estimated $640K and bringing the position to 64,963 shares worth $10.8M. The position accounts for 0.14% of the portfolio, ranked #139.

Ethic Inc first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.8M in Q1 2025. 533 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ethic Inc held 64,963 shares of Marsh worth $10.8M as of Q2 2026.
  • Ethic Inc bought 3,826 Marsh shares in Q2 2026, an estimated $640K.
  • Marsh made up 0.14% of Ethic Inc's portfolio in Q2 2026, its #139 holding.
  • Ethic Inc first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Marsh position peaked at $17.8M in Q1 2025.
  • 533 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.