GIA
MRSH

Gladstone Institutional Advisory’s Marsh MRSH Stock Holding History

Gladstone Institutional Advisory’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 		$273K Buy
1,637
+18
+1% +$3.01K 0.01% 771
2026
Q1 		$281K Buy
1,619
+103
+7% +$18.5K 0.01% 690
2025
Q4 		$281K Sell
1,516
-525
-26% -$98.1K 0.01% 655
2025
Q3 		$411K Buy
2,041
+172
+9% +$35.4K 0.02% 572
2025
Q2 		$409K Buy
1,869
+24
+1% +$5.42K 0.02% 548
2025
Q1 		$450K Sell
1,845
-183
-9% -$41.5K 0.02% 489
2024
Q4 		$431K Sell
2,028
-353
-15% -$78.3K 0.02% 502
2024
Q3 		$531K Buy
2,381
+10
+0.4% +$2.22K 0.03% 434
2024
Q2 		$500K Sell
2,371
-59
-2% -$12.1K 0.03% 421
2024
Q1 		$501K Sell
2,430
-558
-19% -$111K 0.03% 409
2023
Q4 		$566K Sell
2,988
-307
-9% -$59.3K 0.03% 396
2023
Q3 		$627K Sell
3,295
-267
-7% -$51.2K 0.04% 351
2023
Q2 		$670K Sell
3,562
-1,182
-25% -$210K 0.04% 349
2023
Q1 		$790K Sell
4,744
-1,028
-18% -$171K 0.05% 330
2022
Q4 		$955K Buy
5,772
+94
+2% +$15.4K 0.07% 285
2022
Q3 		$848K Buy
5,678
+218
+4% +$35K 0.07% 300
2022
Q2 		$848K Buy
5,460
+1,201
+28% +$192K 0.07% 308
2022
Q1 		$726K Sell
4,259
-2,567
-38% -$405K 0.05% 355
2021
Q4 		$1.19M Sell
6,826
-1,121
-14% -$186K 0.09% 248
2021
Q3 		$1.2M Buy
7,947
+2,295
+41% +$347K 0.12% 209
2021
Q2 		$795K Buy
+5,652
New +$758K 0.09% 223

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
MR
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

Gladstone Institutional Advisory's MRSH Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Marsh (MRSH) stake by 1.1% in Q2 2026, buying an estimated $3.01K and bringing the position to 1,637 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #771.

Gladstone Institutional Advisory first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q3 2021. 462 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Gladstone Institutional Advisory held 1,637 shares of Marsh worth $273K as of Q2 2026.
  • Gladstone Institutional Advisory bought 18 Marsh shares in Q2 2026, an estimated $3.01K.
  • Marsh made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #771 holding.
  • Gladstone Institutional Advisory first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Marsh position peaked at $1.2M in Q3 2021.
  • 462 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.