FWP
MRSH

Family Wealth Partners’s Marsh MRSH Stock Holding History

Family 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 		$219K Buy
+1,316
New +$220K 0.07% 95

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

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

Family Wealth Partners opened a new position in Marsh (MRSH) in Q2 2026: 1,316 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings.

602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Family Wealth Partners held 1,316 shares of Marsh worth $219K as of Q2 2026.
  • Marsh was a new Family Wealth Partners position in Q2 2026.
  • Marsh made up 0.07% of Family Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.