MWM
MRSH

Modera Wealth Management’s Marsh MRSH Stock Holding History

Modera 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 		$481K Buy
2,884
+322
+13% +$53.8K 0.01% 465
2026
Q1 		$444K Buy
2,562
+697
+37% +$125K 0.01% 453
2025
Q4 		$346K Sell
1,865
-47
-2% -$8.79K ﹤0.01% 521
2025
Q3 		$385K Sell
1,912
-185
-9% -$38K ﹤0.01% 496
2025
Q2 		$459K Sell
2,097
-38
-2% -$8.58K 0.01% 462
2025
Q1 		$521K Buy
2,135
+250
+13% +$56.7K 0.01% 426
2024
Q4 		$400K Buy
1,885
+46
+3% +$10.2K ﹤0.01% 471
2024
Q3 		$410K Sell
1,839
-34
-2% -$7.55K 0.01% 443
2024
Q2 		$395K Sell
1,873
-40
-2% -$8.22K 0.01% 430
2024
Q1 		$394K Buy
1,913
+92
+5% +$18.3K 0.01% 429
2023
Q4 		$345K Buy
1,821
+40
+2% +$7.73K 0.01% 442
2023
Q3 		$339K Buy
1,781
+114
+7% +$21.8K 0.01% 427
2023
Q2 		$314K Buy
+1,667
New +$296K 0.01% 463
2022
Q1 		– Sell
-3,974
Closed -$691K – 507
2021
Q4 		$691K Buy
+3,974
New +$660K 0.03% 220

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

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

Modera Wealth Management increased its Marsh (MRSH) stake by 13% in Q2 2026, buying an estimated $53.8K and bringing the position to 2,884 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #465.

Modera Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 14 quarters since. The position peaked at $691K in Q4 2021. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Modera Wealth Management held 2,884 shares of Marsh worth $481K as of Q2 2026.
  • Modera Wealth Management bought 322 Marsh shares in Q2 2026, an estimated $53.8K.
  • Marsh made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Modera Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Marsh position peaked at $691K in Q4 2021.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.