LWA
MRSH

LifeGoal Wealth Advisors’s Marsh MRSH Stock Holding History

LifeGoal Wealth 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 		– Sell
-1,725
Closed -$296K – 158
2026
Q1 		$296K Buy
+1,725
New +$310K 0.17% 81

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

LifeGoal Wealth Advisors's MRSH Position: Q2 2026 in Review

LifeGoal Wealth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,725 shares — an estimated $296K sold.

LifeGoal Wealth Advisors first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $296K in Q1 2026. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LifeGoal Wealth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 1,725 Marsh shares in Q2 2026, an estimated $296K.
  • LifeGoal Wealth Advisors first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Marsh position peaked at $296K in Q1 2026.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.