JWCA
MRSH

J.W. Cole Advisors’s Marsh MRSH Stock Holding History

J.W. Cole 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 		$266K Buy
+1,596
New +$267K ﹤0.01% 1344
2026
Q1 		– Sell
-1,653
Closed -$264K – 1203
2025
Q4 		$264K Sell
1,653
-406
-20% -$75.9K 0.01% 1166
2025
Q3 		$415K Sell
2,059
-306
-13% -$62.9K 0.01% 1071
2025
Q2 		$517K Buy
2,365
+638
+37% +$144K 0.01% 906
2025
Q1 		$421K Buy
1,727
+232
+16% +$52.6K 0.01% 818
2024
Q4 		$317K Buy
1,495
+415
+38% +$92.1K 0.01% 766
2024
Q3 		$241K Sell
1,080
-7
-0.6% -$1.55K 0.01% 841
2024
Q2 		$229K Sell
1,087
-62
-5% -$12.7K 0.01% 796
2024
Q1 		$237K Buy
+1,149
New +$229K 0.01% 778
2022
Q2 		– Sell
-1,215
Closed -$207K – 776
2022
Q1 		$207K Sell
1,215
-106
-8% -$16.7K 0.01% 740
2021
Q4 		$230K Buy
+1,321
New +$219K 0.02% 746

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

J.W. Cole Advisors's MRSH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Marsh (MRSH) in Q2 2026: 1,596 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MRSH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MRSH in Q4 2021 and has held it in 11 quarters since. The position peaked at $517K in Q2 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • J.W. Cole Advisors held 1,596 shares of Marsh worth $266K as of Q2 2026.
  • Marsh was a new J.W. Cole Advisors position in Q2 2026.
  • Marsh made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1344 holding.
  • J.W. Cole Advisors first reported a position in Marsh in Q4 2021 and has held it in 11 quarters since.
  • J.W. Cole Advisors's Marsh position peaked at $517K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.