LA
MRSH

Legacy Advisors’s Marsh MRSH Stock Holding History

Legacy 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 		$351K Sell
2,105
-1,148
-35% -$192K 0.03% 223
2026
Q1 		$564K Buy
3,253
+278
+9% +$50K 0.07% 147
2025
Q4 		$552K Sell
2,975
-876
-23% -$164K 0.06% 157
2025
Q3 		$776K Buy
+3,851
New +$792K 0.1% 111
2025
Q2 		– Sell
-28,826
Closed -$7.03M – 253
2025
Q1 		$7.03M Buy
28,826
+655
+2% +$149K 0.72% 24
2024
Q4 		$5.98M Sell
28,171
-262
-0.9% -$58.1K 0.58% 29
2024
Q3 		$6.34M Buy
28,433
+640
+2% +$142K 0.69% 26
2024
Q2 		$5.86M Buy
27,793
+1,916
+7% +$394K 0.71% 24
2024
Q1 		$5.33M Sell
25,877
-1,925
-7% -$384K 0.67% 24
2023
Q4 		$5.27M Sell
27,802
-9,681
-26% -$1.87M 0.68% 23
2023
Q3 		$7.13M Buy
37,483
+914
+2% +$175K 1.15% 16
2023
Q2 		$6.88M Buy
36,569
+3,371
+10% +$598K 1.02% 17
2023
Q1 		$5.53M Buy
33,198
+4,000
+14% +$666K 1.02% 17
2022
Q4 		$4.83M Buy
29,198
+5,174
+22% +$846K 0.88% 16
2022
Q3 		$3.59M Buy
24,024
+2,493
+12% +$400K 0.79% 17
2022
Q2 		$3.34M Buy
21,531
+3,905
+22% +$626K 0.7% 19
2022
Q1 		$3M Buy
+17,626
New +$2.78M 0.58% 28
2019
Q2 		– Sell
-796
Closed -$75K – 398
2019
Q1 		$75K Buy
+796
New +$70.4K 0.02% 184
2018
Q4 		– Sell
-19,128
Closed -$1.58M – 284
2018
Q3 		$1.58M Buy
+19,128
New +$1.62M 0.78% 39
2018
Q1 		– Sell
-1,327
Closed -$108K – 427
2017
Q4 		$108K Buy
1,327
+1,247
+1,559% +$104K 0.11% 86
2017
Q3 		$6K Buy
+80
New +$6.34K 0.01% 269
2017
Q1 		– Sell
-559
Closed -$37K – 216
2016
Q4 		$37K Buy
+559
New +$37.5K 0.05% 114

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

Legacy Advisors's MRSH Position: Q2 2026 in Review

Legacy Advisors reduced its Marsh (MRSH) stake by 35% in Q2 2026, selling an estimated $192K and leaving 2,105 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #223.

Legacy Advisors first reported a position in MRSH in Q4 2016 and has held it in 22 quarters since. The position peaked at $7.13M in Q3 2023. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Legacy Advisors held 2,105 shares of Marsh worth $351K as of Q2 2026.
  • Legacy Advisors sold 1,148 Marsh shares in Q2 2026, an estimated $192K.
  • Marsh made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #223 holding.
  • Legacy Advisors first reported a position in Marsh in Q4 2016 and has held it in 22 quarters since.
  • Legacy Advisors's Marsh position peaked at $7.13M in Q3 2023.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.