FWM
MRSH

Foguth Wealth Management’s Marsh MRSH Stock Holding History

Foguth Wealth 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 		$454K Buy
2,493
+21
+0.8% +$3.51K 0.05% 132
2026
Q1 		$395K Sell
2,472
-7
-0.3% -$1.26K 0.05% 133
2025
Q4 		$452K Buy
+2,479
New +$463K 0.07% 110
2025
Q2 		$527K Sell
2,411
-43
-2% -$9.71K 0.11% 78
2025
Q1 		$599K Buy
+2,454
New +$557K 0.15% 69

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Foguth Wealth Management's MRSH Position: Q2 2026 in Review

Foguth Wealth Management increased its Marsh (MRSH) stake by 0.85% in Q2 2026, buying an estimated $3.51K and bringing the position to 2,493 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #132.

Foguth Wealth Management first reported a position in MRSH in Q1 2025 and has held it in 5 quarters since. The position peaked at $599K in Q1 2025. 364 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Foguth Wealth Management held 2,493 shares of Marsh worth $454K as of Q2 2026.
  • Foguth Wealth Management bought 21 Marsh shares in Q2 2026, an estimated $3.51K.
  • Marsh made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Foguth Wealth Management first reported a position in Marsh in Q1 2025 and has held it in 5 quarters since.
  • Foguth Wealth Management's Marsh position peaked at $599K in Q1 2025.
  • 364 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.