Meritas Wealth Management’s Marsh MRSH Stock Holding History

Meritas Wealth 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	$468K	Hold	2,805	–	–	0.18%	41
2026 Q1	$487K	Hold	2,805	–	–	0.22%	34
2025 Q4	$520K	Hold	2,805	–	–	0.25%	35
2025 Q3	$565K	Hold	2,805	–	–	0.28%	35
2025 Q2	$613K	Hold	2,805	–	–	0.34%	33
2025 Q1	$685K	Hold	2,805	–	–	0.4%	30
2024 Q4	$596K	Hold	2,805	–	–	0.36%	29
2024 Q3	$626K	Buy	2,805 +34	+1%	+$7.55K	0.39%	28
2024 Q2	$584K	Hold	2,771	–	–	0.41%	28
2024 Q1	$571K	Hold	2,771	–	–	0.4%	29
2023 Q4	$525K	Buy	2,771 +350	+14%	+$67.6K	0.39%	27
2023 Q3	$461K	Hold	2,421	–	–	0.35%	26
2023 Q2	$455K	Hold	2,421	–	–	0.34%	28
2023 Q1	$403K	Sell	2,421 -6	-0.2%	-$1K	0.32%	29
2022 Q4	$402K	Buy	+2,427	New	+$397K	0.33%	33

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Meritas Wealth Management's MRSH Position: Q2 2026 in Review

Meritas Wealth Management held its Marsh (MRSH) position steady in Q2 2026 at 2,805 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #41.

Meritas Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $685K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Meritas Wealth Management held 2,805 shares of Marsh worth $468K as of Q2 2026.
Meritas Wealth Management left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.18% of Meritas Wealth Management's portfolio in Q2 2026, its #41 holding.
Meritas Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Marsh position peaked at $685K in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.