LI
MRSH

LRI Investments’s Marsh MRSH Stock Holding History

LRI Investments’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 		$85.2K Buy
511
+80
+19% +$13.4K 0.01% 471
2026
Q1 		$74.8K Buy
431
+306
+245% +$55K 0.01% 459
2025
Q4 		$23.2K Hold
125
– – ﹤0.01% 664
2025
Q3 		$25.2K Sell
125
-129
-51% -$26.5K ﹤0.01% 673
2025
Q2 		$55.5K Buy
254
+8
+3% +$1.81K ﹤0.01% 534
2025
Q1 		$60K Buy
246
+11
+5% +$2.5K 0.01% 511
2024
Q4 		$49.9K Buy
235
+129
+122% +$28.6K ﹤0.01% 524
2024
Q3 		$23.5K Buy
106
+28
+36% +$6.21K ﹤0.01% 626
2024
Q2 		$16.4K Hold
78
– – ﹤0.01% 644
2024
Q1 		$16.1K Buy
+78
New +$15.5K ﹤0.01% 412

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

LRI Investments's MRSH Position: Q2 2026 in Review

LRI Investments increased its Marsh (MRSH) stake by 19% in Q2 2026, buying an estimated $13.4K and bringing the position to 511 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #471.

LRI Investments first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • LRI Investments held 511 shares of Marsh worth $85.2K as of Q2 2026.
  • LRI Investments bought 80 Marsh shares in Q2 2026, an estimated $13.4K.
  • Marsh made up 0.01% of LRI Investments's portfolio in Q2 2026, its #471 holding.
  • LRI Investments first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.