HWA
MRSH

HHM Wealth Advisors’s Marsh MRSH Stock Holding History

HHM 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 		$111K Sell
666
-74
-10% -$12.4K 0.01% 278
2026
Q1 		$128K Buy
740
+74
+11% +$13.3K 0.01% 236
2025
Q4 		$124K Sell
666
-334
-33% -$62.4K 0.01% 244
2025
Q3 		$202K Sell
1,000
-18
-2% -$3.7K 0.02% 204
2025
Q2 		$223K Hold
1,018
– – 0.03% 185
2025
Q1 		$248K Hold
1,018
– – 0.03% 161
2024
Q4 		$216K Buy
+1,018
New +$226K 0.03% 180
2024
Q1 		– Sell
-210
Closed -$39.8K – 765
2023
Q4 		$39.8K Buy
+210
New +$40.6K 0.01% 322
2023
Q2 		– Sell
-7
Closed -$1.17K – 838
2023
Q1 		$1.17K Hold
7
– – ﹤0.01% 762
2022
Q4 		$1.16K Buy
+7
New +$1.15K ﹤0.01% 644

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

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

HHM Wealth Advisors reduced its Marsh (MRSH) stake by 10% in Q2 2026, selling an estimated $12.4K and leaving 666 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #278.

HHM Wealth Advisors first reported a position in MRSH in Q4 2022 and has held it in 10 quarters since. The position peaked at $248K in Q1 2025. 446 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • HHM Wealth Advisors held 666 shares of Marsh worth $111K as of Q2 2026.
  • HHM Wealth Advisors sold 74 Marsh shares in Q2 2026, an estimated $12.4K.
  • Marsh made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • HHM Wealth Advisors first reported a position in Marsh in Q4 2022 and has held it in 10 quarters since.
  • HHM Wealth Advisors's Marsh position peaked at $248K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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