MSCM
MRSH

McElhenny Sheffield Capital Management’s Marsh MRSH Stock Holding History

McElhenny Sheffield Capital 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 		$338K Sell
2,030
-41
-2% -$6.85K 0.08% 63
2026
Q1 		$359K Buy
2,071
+10
+0.5% +$1.8K 0.09% 51
2025
Q4 		$382K Buy
2,061
+192
+10% +$35.9K 0.09% 61
2025
Q3 		$377K Sell
1,869
-1,028
-35% -$211K 0.09% 66
2025
Q2 		$633K Buy
2,897
+838
+41% +$189K 0.17% 35
2025
Q1 		$502K Buy
+2,059
New +$467K 0.19% 51
2024
Q4 		– Sell
-2,620
Closed -$584K – 110
2024
Q3 		$584K Sell
2,620
-228
-8% -$50.6K 0.19% 41
2024
Q2 		$600K Sell
2,848
-226
-7% -$46.4K 0.21% 41
2024
Q1 		$633K Sell
3,074
-188
-6% -$37.5K 0.23% 39
2023
Q4 		$618K Sell
3,262
-218
-6% -$42.1K 0.25% 39
2023
Q3 		$662K Sell
3,480
-437
-11% -$83.8K 0.34% 28
2023
Q2 		$737K Sell
3,917
-685
-15% -$122K 0.31% 33
2023
Q1 		$766K Sell
4,602
-81
-2% -$13.5K 0.4% 42
2022
Q4 		$775K Sell
4,683
-965
-17% -$158K 0.36% 40
2022
Q3 		$843K Buy
+5,648
New +$906K 0.64% 29
2022
Q2 		– Sell
-4,875
Closed -$831K – 113
2022
Q1 		$831K Sell
4,875
-1,072
-18% -$169K 0.29% 51
2021
Q4 		$1.03M Buy
5,947
+948
+19% +$157K 0.39% 35
2021
Q3 		$757K Buy
+4,999
New +$756K 0.34% 44

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

McElhenny Sheffield Capital Management's MRSH Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its Marsh (MRSH) stake by 2% in Q2 2026, selling an estimated $6.85K and leaving 2,030 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #63.

McElhenny Sheffield Capital Management first reported a position in MRSH in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • McElhenny Sheffield Capital Management held 2,030 shares of Marsh worth $338K as of Q2 2026.
  • McElhenny Sheffield Capital Management sold 41 Marsh shares in Q2 2026, an estimated $6.85K.
  • Marsh made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #63 holding.
  • McElhenny Sheffield Capital Management first reported a position in Marsh in Q3 2021 and has held it in 18 quarters since.
  • McElhenny Sheffield Capital Management's Marsh position peaked at $1.03M in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.