JGIA
MRSH

Jackson Grant Investment Advisers’s Marsh MRSH Stock Holding History

Jackson Grant Investment Advisers’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 		$78.4K Buy
470
+2
+0.4% +$334 0.02% 176
2026
Q1 		$81.1K Buy
468
+3
+0.6% +$539 0.03% 171
2025
Q4 		$86.3K Buy
465
+2
+0.4% +$374 0.03% 166
2025
Q3 		$93.3K Buy
463
+2
+0.4% +$411 0.03% 160
2025
Q2 		$101K Buy
461
+2
+0.4% +$452 0.04% 146
2025
Q1 		$112K Buy
459
+1
+0.2% +$227 0.04% 138
2024
Q4 		$97.2K Buy
458
+2
+0.4% +$444 0.04% 142
2024
Q3 		$102K Buy
456
+2
+0.4% +$444 0.04% 144
2024
Q2 		$95.7K Buy
454
+1
+0.2% +$205 0.04% 144
2024
Q1 		$93.3K Buy
453
+2
+0.4% +$399 0.04% 145
2023
Q4 		$85.5K Buy
451
+1
+0.2% +$193 0.04% 147
2023
Q3 		$85.5K Buy
450
+2
+0.4% +$383 0.04% 141
2023
Q2 		$84.2K Buy
448
+2
+0.4% +$355 0.04% 143
2023
Q1 		$74.4K Buy
446
+1
+0.2% +$167 0.03% 160
2022
Q4 		$73.6K Buy
445
+2
+0.5% +$327 0.04% 151
2022
Q3 		$66K Buy
443
+1
+0.2% +$160 0.03% 153
2022
Q2 		$69K Buy
442
+2
+0.5% +$321 0.03% 157
2022
Q1 		$75K Buy
440
+1
+0.2% +$158 0.03% 167
2021
Q4 		$76K Buy
439
+2
+0.5% +$332 0.04% 140
2021
Q3 		$66K Buy
437
+1
+0.2% +$151 0.03% 179
2021
Q2 		$61K Buy
436
+2
+0.5% +$268 0.03% 185
2021
Q1 		$53K Buy
434
+1
+0.2% +$115 0.02% 190
2020
Q4 		$51K Buy
433
+2
+0.5% +$227 0.03% 178
2020
Q3 		$49K Buy
431
+2
+0.5% +$229 0.03% 148
2020
Q2 		$46K Buy
429
+2
+0.5% +$202 0.03% 150
2020
Q1 		$37K Buy
427
+1
+0.2% +$107 0.03% 148
2019
Q4 		$47K Buy
426
+2
+0.5% +$209 0.03% 151
2019
Q3 		$42K Buy
424
+2
+0.5% +$200 0.02% 157
2019
Q2 		$42K Buy
422
+2
+0.5% +$191 0.02% 157
2019
Q1 		$39K Sell
420
-15
-3% -$1.33K 0.02% 157
2018
Q4 		$35K Buy
435
+19
+5% +$1.58K 0.02% 159
2018
Q3 		$34K Buy
416
+2
+0.5% +$169 0.02% 164
2018
Q2 		$34K Buy
414
+2
+0.5% +$163 0.02% 168
2018
Q1 		$34K Buy
412
+2
+0.5% +$166 0.02% 167
2017
Q4 		$33K Buy
410
+2
+0.5% +$166 0.02% 165
2017
Q3 		$34K Buy
408
+2
+0.5% +$159 0.02% 164
2017
Q2 		$32K Buy
406
+1
+0.2% +$76 0.02% 148
2017
Q1 		$30K Buy
405
+2
+0.5% +$143 0.02% 144
2016
Q4 		$27K Buy
403
+3
+0.8% +$201 0.02% 147
2016
Q3 		$27K Buy
400
+2
+0.5% +$134 0.02% 139
2016
Q2 		$27K Buy
398
+1
+0.3% +$64 0.02% 135
2016
Q1 		$24K Buy
397
+3
+0.8% +$168 0.02% 133
2015
Q4 		$22K Buy
+394
New +$21.7K 0.02% 142

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Jackson Grant Investment Advisers's MRSH Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Marsh (MRSH) stake by 0.43% in Q2 2026, buying an estimated $334 and bringing the position to 470 shares worth $78.4K. The position accounts for 0.02% of the portfolio, ranked #176.

Jackson Grant Investment Advisers first reported a position in MRSH in Q4 2015 and has held it in 43 quarters since. The position peaked at $112K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Jackson Grant Investment Advisers held 470 shares of Marsh worth $78.4K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 2 Marsh shares in Q2 2026, an estimated $334.
  • Marsh made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #176 holding.
  • Jackson Grant Investment Advisers first reported a position in Marsh in Q4 2015 and has held it in 43 quarters since.
  • Jackson Grant Investment Advisers's Marsh position peaked at $112K in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.