IFWM
MRSH

Institute for Wealth Management’s Marsh MRSH Stock Holding History

Institute for Wealth Management’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 		$115K Buy
+691
New +$116K 0.01% 652

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Institute for Wealth Management's MRSH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 691 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings.

867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Institute for Wealth Management held 691 shares of Marsh worth $115K as of Q2 2026.
  • Marsh was a new Institute for Wealth Management position in Q2 2026.
  • Marsh made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #652 holding.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.