LAS
MRSH

Legacy Advisory Services’s Marsh MRSH Stock Holding History

Legacy Advisory Services’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 		$231K Buy
1,383
+8
+0.6% +$1.34K 0.16% 51
2026
Q1 		$239K Buy
1,375
+7
+0.5% +$1.26K 0.18% 47
2025
Q4 		$254K Buy
1,368
+6
+0.4% +$1.12K 0.19% 40
2025
Q3 		$274K Buy
1,362
+6
+0.4% +$1.23K 0.21% 40
2025
Q2 		$296K Buy
1,356
+6
+0.4% +$1.35K 0.24% 38
2025
Q1 		$330K Buy
1,350
+4
+0.3% +$908 0.28% 41
2024
Q4 		$286K Buy
1,346
+5
+0.4% +$1.11K 0.24% 47
2024
Q3 		$299K Buy
1,341
+5
+0.4% +$1.11K 0.26% 46
2024
Q2 		$282K Buy
1,336
+4
+0.3% +$822 0.26% 45
2024
Q1 		$274K Buy
1,332
+5
+0.4% +$996 0.26% 45
2023
Q4 		$251K Buy
+1,327
New +$256K 0.27% 43

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
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

Legacy Advisory Services's MRSH Position: Q2 2026 in Review

Legacy Advisory Services increased its Marsh (MRSH) stake by 0.58% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,383 shares worth $231K. The position accounts for 0.16% of the portfolio, ranked #51.

Legacy Advisory Services first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q1 2025. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Legacy Advisory Services held 1,383 shares of Marsh worth $231K as of Q2 2026.
  • Legacy Advisory Services bought 8 Marsh shares in Q2 2026, an estimated $1.34K.
  • Marsh made up 0.16% of Legacy Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Legacy Advisory Services first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Legacy Advisory Services's Marsh position peaked at $330K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.