LF
MRSH

Lantz Financial’s Marsh MRSH Stock Holding History

Lantz Financial’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 		$1.29M Sell
7,769
-15
-0.2% -$2.51K 0.24% 102
2026
Q1 		$1.35M Buy
7,784
+21
+0.3% +$3.77K 0.28% 99
2025
Q4 		$1.44M Buy
7,763
+25
+0.3% +$4.67K 0.3% 90
2025
Q3 		$1.56M Sell
7,738
-19
-0.2% -$3.91K 0.35% 83
2025
Q2 		$1.7M Sell
7,757
-2
-0% -$452 0.42% 73
2025
Q1 		$1.89M Buy
7,759
+26
+0.3% +$5.9K 0.52% 57
2024
Q4 		$1.64M Sell
7,733
-6
-0.1% -$1.33K 0.44% 67
2024
Q3 		$1.73M Buy
7,739
+27
+0.4% +$5.99K 0.47% 64
2024
Q2 		$1.63M Sell
7,712
-24
-0.3% -$4.93K 0.5% 60
2024
Q1 		$1.59M Buy
7,736
+36
+0.5% +$7.17K 0.51% 61
2023
Q4 		$1.46M Sell
7,700
-20
-0.3% -$3.87K 0.53% 61
2023
Q3 		$1.47M Buy
7,720
+30
+0.4% +$5.75K 0.58% 50
2023
Q2 		$1.45M Buy
7,690
+16
+0.2% +$2.84K 0.57% 58
2023
Q1 		$1.28M Hold
7,674
– – 0.53% 62
2022
Q4 		$1.27M Buy
7,674
+5,382
+235% +$880K 0.58% 53
2022
Q3 		$342K Hold
2,292
– – 0.18% 117
2022
Q2 		$356K Hold
2,292
– – 0.16% 120
2022
Q1 		$391K Hold
2,292
– – 0.16% 116
2021
Q4 		$398K Hold
2,292
– – 0.18% 105
2021
Q3 		$347K Hold
2,292
– – 0.18% 111
2021
Q2 		$322K Hold
2,292
– – 0.17% 115
2021
Q1 		$279K Hold
2,292
– – 0.16% 113
2020
Q4 		$268K Hold
2,292
– – 0.17% 105
2020
Q3 		$263K Hold
2,292
– – 0.18% 97
2020
Q2 		$246K Buy
+2,292
New +$232K 0.18% 94
2020
Q1 		– Sell
-2,292
Closed -$255K – 119
2019
Q4 		$255K Buy
+2,292
New +$239K 0.15% 118

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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

Lantz Financial's MRSH Position: Q2 2026 in Review

Lantz Financial reduced its Marsh (MRSH) stake by 0.19% in Q2 2026, selling an estimated $2.51K and leaving 7,769 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #102.

Lantz Financial first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.89M in Q1 2025. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Lantz Financial held 7,769 shares of Marsh worth $1.29M as of Q2 2026.
  • Lantz Financial sold 15 Marsh shares in Q2 2026, an estimated $2.51K.
  • Marsh made up 0.24% of Lantz Financial's portfolio in Q2 2026, its #102 holding.
  • Lantz Financial first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
  • Lantz Financial's Marsh position peaked at $1.89M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.