MFA
MRSH

Mayflower Financial Advisors’s Marsh MRSH Stock Holding History

Mayflower Financial 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 		$237K Sell
1,424
-257
-15% -$43K 0.02% 433
2026
Q1 		$292K Sell
1,681
-215
-11% -$38.7K 0.04% 354
2025
Q4 		$352K Sell
1,896
-732
-28% -$137K 0.04% 308
2025
Q3 		$530K Buy
2,628
+118
+5% +$24.3K 0.07% 244
2025
Q2 		$549K Buy
2,510
+381
+18% +$86K 0.08% 228
2025
Q1 		$520K Buy
2,129
+36
+2% +$8.17K 0.08% 223
2024
Q4 		$445K Buy
2,093
+82
+4% +$18.2K 0.07% 242
2024
Q3 		$449K Buy
2,011
+37
+2% +$8.21K 0.07% 238
2024
Q2 		$416K Buy
1,974
+71
+4% +$14.6K 0.07% 237
2024
Q1 		$392K Buy
1,903
+362
+23% +$72.1K 0.07% 246
2023
Q4 		$292K Buy
+1,541
New +$298K 0.04% 268

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mayflower Financial Advisors's MRSH Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $43K and leaving 1,424 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #433.

Mayflower Financial Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q2 2025. 756 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Mayflower Financial Advisors held 1,424 shares of Marsh worth $237K as of Q2 2026.
  • Mayflower Financial Advisors sold 257 Marsh shares in Q2 2026, an estimated $43K.
  • Marsh made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #433 holding.
  • Mayflower Financial Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Mayflower Financial Advisors's Marsh position peaked at $549K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.