HWP
MRSH

Highline Wealth Partners’s Marsh MRSH Stock Holding History

Highline Wealth Partners’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 		$18.7K Buy
112
+27
+32% +$4.51K ﹤0.01% 411
2026
Q1 		$14.8K Buy
85
+9
+12% +$1.62K ﹤0.01% 360
2025
Q4 		$14.1K Buy
76
+35
+85% +$6.54K ﹤0.01% 321
2025
Q3 		$8.28K Buy
41
+20
+95% +$4.11K ﹤0.01% 446
2025
Q2 		$4.61K Buy
21
+3
+17% +$677 ﹤0.01% 468
2025
Q1 		$4.4K Buy
18
+3
+20% +$681 ﹤0.01% 458
2024
Q4 		$3.19K Sell
15
-12
-44% -$2.66K ﹤0.01% 405
2024
Q3 		$6.02K Buy
27
+17
+170% +$3.77K ﹤0.01% 316
2024
Q2 		$2.11K Buy
10
+4
+67% +$822 ﹤0.01% 391
2024
Q1 		$1.24K Hold
6
– – ﹤0.01% 358
2023
Q4 		$1.14K Sell
6
-52
-90% -$10K ﹤0.01% 333
2023
Q3 		$11K Buy
58
+52
+867% +$9.97K 0.01% 179
2023
Q2 		$1.13K Hold
6
– – ﹤0.01% 262
2023
Q1 		$999 Hold
6
– – ﹤0.01% 267
2022
Q4 		$993 Hold
6
– – ﹤0.01% 264
2022
Q3 		$896 Buy
+6
New +$963 ﹤0.01% 266

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
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
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
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Highline Wealth Partners's MRSH Position: Q2 2026 in Review

Highline Wealth Partners increased its Marsh (MRSH) stake by 32% in Q2 2026, buying an estimated $4.51K and bringing the position to 112 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Highline Wealth Partners first reported a position in MRSH in Q3 2022 and has held it in 16 quarters since. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Highline Wealth Partners held 112 shares of Marsh worth $18.7K as of Q2 2026.
  • Highline Wealth Partners bought 27 Marsh shares in Q2 2026, an estimated $4.51K.
  • Marsh made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #411 holding.
  • Highline Wealth Partners first reported a position in Marsh in Q3 2022 and has held it in 16 quarters since.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.