Moisand Fitzgerald Tamayo’s Marsh MRSH Stock Holding History

Moisand Fitzgerald Tamayo’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	$22.3K	Buy	134 +45	+51%	+$7.52K	﹤0.01%	275
2026 Q1	$15.4K	Hold	89	–	–	﹤0.01%	295
2025 Q4	$16.5K	Hold	89	–	–	﹤0.01%	293
2025 Q3	$17.9K	Hold	89	–	–	﹤0.01%	291
2025 Q2	$19.5K	Hold	89	–	–	﹤0.01%	276
2025 Q1	$21.7K	Hold	89	–	–	﹤0.01%	264
2024 Q4	$18.9K	Hold	89	–	–	﹤0.01%	275
2024 Q3	$19.9K	Hold	89	–	–	﹤0.01%	280
2024 Q2	$18.8K	Hold	89	–	–	﹤0.01%	253
2024 Q1	$18.3K	Hold	89	–	–	﹤0.01%	255
2023 Q4	$16.9K	Hold	89	–	–	﹤0.01%	274
2023 Q3	$16.9K	Hold	89	–	–	﹤0.01%	274
2023 Q2	$16.7K	Hold	89	–	–	﹤0.01%	269
2023 Q1	$14.8K	Hold	89	–	–	﹤0.01%	286
2022 Q4	$14.7K	Buy	89 +24	+37%	+$3.92K	﹤0.01%	281
2022 Q3	$10K	Buy	+65	New	+$10.4K	﹤0.01%	284
2021 Q1	–	Sell	-50	Closed	-$6K	–	386
2020 Q4	$6K	Buy	50 +14	+39%	+$1.59K	﹤0.01%	253
2020 Q3	$4K	Hold	36	–	–	﹤0.01%	260
2020 Q2	$4K	Hold	36	–	–	﹤0.01%	237
2020 Q1	$3K	Buy	+36	New	+$3.84K	﹤0.01%	218

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MRSH Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Marsh (MRSH) stake by 51% in Q2 2026, buying an estimated $7.52K and bringing the position to 134 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Moisand Fitzgerald Tamayo first reported a position in MRSH in Q1 2020 and has held it in 20 quarters since. 325 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Moisand Fitzgerald Tamayo held 134 shares of Marsh worth $22.3K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 45 Marsh shares in Q2 2026, an estimated $7.52K.
Marsh made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #275 holding.
Moisand Fitzgerald Tamayo first reported a position in Marsh in Q1 2020 and has held it in 20 quarters since.
325 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.