LIM
MRSH

Leavell Investment Management’s Marsh MRSH Stock Holding History

Leavell Investment 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 		$440K Buy
2,640
+34
+1% +$5.68K 0.02% 463
2026
Q1 		$452K Sell
2,606
-2,399
-48% -$431K 0.02% 437
2025
Q4 		$928K Buy
5,005
+1
+0% +$187 0.04% 306
2025
Q3 		$1.01M Buy
5,004
+22
+0.4% +$4.53K 0.04% 301
2025
Q2 		$1.09M Buy
4,982
+439
+10% +$99.1K 0.05% 287
2025
Q1 		$1.11M Sell
4,543
-64
-1% -$14.5K 0.05% 268
2024
Q4 		$979K Hold
4,607
– – 0.05% 282
2024
Q3 		$1.03M Buy
4,607
+16
+0.3% +$3.55K 0.05% 288
2024
Q2 		$967K Buy
4,591
+1,416
+45% +$291K 0.05% 277
2024
Q1 		$654K Buy
3,175
+17
+0.5% +$3.39K 0.04% 315
2023
Q4 		$598K Hold
3,158
– – 0.04% 311
2023
Q3 		$601K Buy
3,158
+8
+0.3% +$1.53K 0.04% 311
2023
Q2 		$592K Hold
3,150
– – 0.04% 310
2023
Q1 		$525K Hold
3,150
– – 0.04% 318
2022
Q4 		$521K Hold
3,150
– – 0.04% 311
2022
Q3 		$470K Hold
3,150
– – 0.04% 313
2022
Q2 		$489K Hold
3,150
– – 0.04% 312
2022
Q1 		$537K Hold
3,150
– – 0.04% 299
2021
Q4 		$548K Hold
3,150
– – 0.04% 305
2021
Q3 		$477K Buy
+3,150
New +$476K 0.04% 295

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

Leavell Investment Management's MRSH Position: Q2 2026 in Review

Leavell Investment Management increased its Marsh (MRSH) stake by 1.3% in Q2 2026, buying an estimated $5.68K and bringing the position to 2,640 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #463.

Leavell Investment Management first reported a position in MRSH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2025. 390 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Leavell Investment Management held 2,640 shares of Marsh worth $440K as of Q2 2026.
  • Leavell Investment Management bought 34 Marsh shares in Q2 2026, an estimated $5.68K.
  • Marsh made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #463 holding.
  • Leavell Investment Management first reported a position in Marsh in Q3 2021 and has held it in 20 quarters since.
  • Leavell Investment Management's Marsh position peaked at $1.11M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.