GWA
MRSH

Gratus Wealth Advisors’s Marsh MRSH Stock Holding History

Gratus Wealth Advisors’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 		$272K Hold
1,632
– – 0.03% 120
2026
Q1 		$283K Sell
1,632
-65
-4% -$11.7K 0.04% 123
2025
Q4 		$315K Sell
1,697
-249
-13% -$46.5K 0.04% 112
2025
Q3 		$392K Hold
1,946
– – 0.06% 104
2025
Q2 		$425K Hold
1,946
– – 0.06% 100
2025
Q1 		$475K Sell
1,946
-114
-6% -$25.9K 0.08% 93
2024
Q4 		$438K Hold
2,060
– – 0.07% 94
2024
Q3 		$453K Hold
2,060
– – 0.07% 94
2024
Q2 		$447K Sell
2,060
-89
-4% -$18.3K 0.08% 95
2024
Q1 		$434K Hold
2,149
– – 0.08% 96
2023
Q4 		$407K Buy
+2,149
New +$415K 0.08% 96

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Gratus Wealth Advisors's MRSH Position: Q2 2026 in Review

Gratus Wealth Advisors held its Marsh (MRSH) position steady in Q2 2026 at 1,632 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #120.

Gratus Wealth Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q1 2025. 564 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Gratus Wealth Advisors held 1,632 shares of Marsh worth $272K as of Q2 2026.
  • Gratus Wealth Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Gratus Wealth Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Marsh position peaked at $475K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.