GPW
MRSH

Genesis Private Wealth’s Marsh MRSH Stock Holding History

Genesis Private Wealth’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 		$205K Sell
1,232
-985
-44% -$165K 0.06% 190
2026
Q1 		$385K Buy
2,217
+721
+48% +$130K 0.12% 102
2025
Q4 		$278K Sell
1,496
-110
-7% -$20.6K 0.09% 134
2025
Q3 		$324K Buy
1,606
+295
+23% +$60.7K 0.14% 90
2025
Q2 		$287K Buy
1,311
+19
+1% +$4.29K 0.14% 95
2025
Q1 		$315K Buy
1,292
+74
+6% +$16.8K 0.17% 77
2024
Q4 		$259K Buy
+1,218
New +$270K 0.14% 95

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Genesis Private Wealth's MRSH Position: Q2 2026 in Review

Genesis Private Wealth reduced its Marsh (MRSH) stake by 44% in Q2 2026, selling an estimated $165K and leaving 1,232 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #190.

Genesis Private Wealth first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q1 2026. 298 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Genesis Private Wealth held 1,232 shares of Marsh worth $205K as of Q2 2026.
  • Genesis Private Wealth sold 985 Marsh shares in Q2 2026, an estimated $165K.
  • Marsh made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #190 holding.
  • Genesis Private Wealth first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Marsh position peaked at $385K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.