LGF
MRSH

LGT Group Foundation’s Marsh MRSH Stock Holding History

LGT Group Foundation’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 		$467K Buy
2,801
+208
+8% +$34.8K 0.01% 227
2026
Q1 		$450K Sell
2,593
-14
-0.5% -$2.52K 0.01% 226
2025
Q4 		$488K Buy
2,607
+134
+5% +$25K 0.01% 229
2025
Q3 		$498K Hold
2,473
– – 0.01% 229
2025
Q2 		$541K Hold
2,473
– – 0.01% 230
2025
Q1 		$603K Sell
2,473
-893
-27% -$203K 0.01% 218
2024
Q4 		$715K Buy
3,366
+1,686
+100% +$374K 0.01% 203
2024
Q3 		$375K Sell
1,680
-16,680
-91% -$3.7M 0.01% 244
2024
Q2 		$3.87M Hold
18,360
– – 0.06% 152
2024
Q1 		$3.78M Sell
18,360
-3
-0% -$598 0.09% 144
2023
Q4 		$3.47M Hold
18,363
– – 0.08% 163
2023
Q3 		$3.47M Hold
18,363
– – 0.09% 149
2023
Q2 		$3.45M Sell
18,363
-35
-0.2% -$6.21K 0.08% 155
2023
Q1 		$3.06M Sell
18,398
-25
-0.1% -$4.17K 0.09% 172
2022
Q4 		$3.05M Hold
18,423
– – 0.1% 164
2022
Q3 		$2.75M Sell
18,423
-45
-0.2% -$7.22K 0.11% 146
2022
Q2 		$2.87M Sell
18,468
-989
-5% -$158K 0.09% 165
2022
Q1 		$3.34M Sell
19,457
-20
-0.1% -$3.15K 0.08% 166
2021
Q4 		$3.39M Buy
+19,477
New +$3.24M 0.09% 150

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

LGT Group Foundation's MRSH Position: Q2 2026 in Review

LGT Group Foundation increased its Marsh (MRSH) stake by 8% in Q2 2026, buying an estimated $34.8K and bringing the position to 2,801 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #227.

LGT Group Foundation first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.87M in Q2 2024. 927 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LGT Group Foundation held 2,801 shares of Marsh worth $467K as of Q2 2026.
  • LGT Group Foundation bought 208 Marsh shares in Q2 2026, an estimated $34.8K.
  • Marsh made up 0.01% of LGT Group Foundation's portfolio in Q2 2026, its #227 holding.
  • LGT Group Foundation first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Marsh position peaked at $3.87M in Q2 2024.
  • 927 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.