Ferguson Wellman Capital Management’s Marsh MRSH Stock Holding History

Ferguson Wellman Capital 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	$706K	Sell	4,237 -3	-0.1%	-$501	0.01%	273
2026 Q1	$735K	Sell	4,240 -111	-3%	-$20K	0.01%	248
2025 Q4	$807K	Sell	4,351 -1,141	-21%	-$213K	0.01%	196
2025 Q3	$1.11M	Sell	5,492 -170	-3%	-$35K	0.02%	177
2025 Q2	$1.24M	Sell	5,662 -166	-3%	-$37.5K	0.02%	165
2025 Q1	$1.42M	Sell	5,828 -333	-5%	-$75.6K	0.03%	159
2024 Q4	$1.31M	Sell	6,161 -48	-0.8%	-$10.6K	0.02%	167
2024 Q3	$1.39M	Sell	6,209 -7	-0.1%	-$1.55K	0.03%	168
2024 Q2	$1.31M	Sell	6,216 -1	-0%	-$205	0.03%	161
2024 Q1	$1.28M	Buy	6,217 +5	+0.1%	+$996	0.03%	174
2023 Q4	$1.18M	Hold	6,212	–	–	0.03%	181
2023 Q3	$1.18M	Buy	6,212 +7	+0.1%	+$1.34K	0.03%	163
2023 Q2	$1.17M	Buy	6,205 +366	+6%	+$64.9K	0.03%	178
2023 Q1	$972K	Sell	5,839 -75	-1%	-$12.5K	0.02%	193
2022 Q4	$979K	Hold	5,914	–	–	0.03%	189
2022 Q3	$883K	Sell	5,914 -180	-3%	-$28.9K	0.03%	169
2022 Q2	$946K	Buy	6,094 +180	+3%	+$28.8K	0.04%	173
2022 Q1	$1.01M	Hold	5,914	–	–	0.03%	183
2021 Q4	$1.03M	Hold	5,914	–	–	0.03%	182
2021 Q3	$896K	Hold	5,914	–	–	0.03%	193
2021 Q2	$832K	Sell	5,914 -2,100	-26%	-$282K	0.03%	197
2021 Q1	$976K	Sell	8,014 -1,416	-15%	-$163K	0.03%	184
2020 Q4	$1.1M	Hold	9,430	–	–	0.03%	215
2020 Q3	$1.08M	Hold	9,430	–	–	0.03%	207
2020 Q2	$1.01M	Hold	9,430	–	–	0.03%	200
2020 Q1	$815K	Hold	9,430	–	–	0.03%	204
2019 Q4	$1.05M	Sell	9,430 -50	-0.5%	-$5.22K	0.03%	213
2019 Q3	$948K	Hold	9,480	–	–	0.03%	214
2019 Q2	$946K	Hold	9,480	–	–	0.03%	203
2019 Q1	$890K	Hold	9,480	–	–	0.03%	207
2018 Q4	$756K	Sell	9,480 -310	-3%	-$25.8K	0.03%	217
2018 Q3	$810K	Hold	9,790	–	–	0.03%	204
2018 Q2	$802K	Buy	9,790 +1,980	+25%	+$162K	0.03%	201
2018 Q1	$645K	Hold	7,810	–	–	0.02%	227
2017 Q4	$636K	Buy	7,810 +152	+2%	+$12.6K	0.02%	228
2017 Q3	$642K	Buy	7,658 +158	+2%	+$12.5K	0.02%	219
2017 Q2	$585K	Sell	7,500 -503	-6%	-$38K	0.02%	218
2017 Q1	$591K	Hold	8,003	–	–	0.02%	218
2016 Q4	$541K	Buy	8,003 +228	+3%	+$15.3K	0.02%	224
2016 Q3	$523K	Hold	7,775	–	–	0.02%	212
2016 Q2	$532K	Hold	7,775	–	–	0.02%	214
2016 Q1	$473K	Hold	7,775	–	–	0.02%	221
2015 Q4	$431K	Sell	7,775 -575	-7%	-$31.7K	0.02%	250
2015 Q3	$436K	Hold	8,350	–	–	0.02%	239
2015 Q2	$473K	Hold	8,350	–	–	0.02%	242
2015 Q1	$468K	Sell	8,350 -380	-4%	-$21.4K	0.02%	243
2014 Q4	$500K	Hold	8,730	–	–	0.02%	244
2014 Q3	$457K	Hold	8,730	–	–	0.02%	233
2014 Q2	$452K	Buy	8,730 +380	+5%	+$18.9K	0.02%	243
2014 Q1	$412K	Hold	8,350	–	–	0.02%	239
2013 Q4	$404K	Hold	8,350	–	–	0.02%	245
2013 Q3	$364K	Hold	8,350	–	–	0.02%	245
2013 Q2	$333K	Buy	+8,350	New	+$327K	0.03%	151

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Ferguson Wellman Capital Management's MRSH Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Marsh (MRSH) stake by 0.07% in Q2 2026, selling an estimated $501 and leaving 4,237 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #273.

Ferguson Wellman Capital Management first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.42M in Q1 2025. 447 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Ferguson Wellman Capital Management held 4,237 shares of Marsh worth $706K as of Q2 2026.
Ferguson Wellman Capital Management sold 3 Marsh shares in Q2 2026, an estimated $501.
Marsh made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #273 holding.
Ferguson Wellman Capital Management first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Ferguson Wellman Capital Management's Marsh position peaked at $1.42M in Q1 2025.
447 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.