LAM
MRSH

Lewis Asset Management’s Marsh MRSH Stock Holding History

Lewis Asset 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 		$230K Buy
1,377
+122
+10% +$20.4K 0.08% 204
2026
Q1 		$218K Hold
1,255
– – 0.09% 184
2025
Q4 		$233K Sell
1,255
-97
-7% -$18.1K 0.09% 165
2025
Q3 		$272K Buy
+1,352
New +$278K 0.11% 159

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

Lewis Asset Management's MRSH Position: Q2 2026 in Review

Lewis Asset Management increased its Marsh (MRSH) stake by 9.7% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,377 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #204.

Lewis Asset Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 600 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Lewis Asset Management held 1,377 shares of Marsh worth $230K as of Q2 2026.
  • Lewis Asset Management bought 122 Marsh shares in Q2 2026, an estimated $20.4K.
  • Marsh made up 0.08% of Lewis Asset Management's portfolio in Q2 2026, its #204 holding.
  • Lewis Asset Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Lewis Asset Management's Marsh position peaked at $272K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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