MWM
MRSH

Mosley Wealth Management’s Marsh MRSH Stock Holding History

Mosley 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 		$313K Buy
1,877
+3
+0.2% +$501 0.1% 132
2026
Q1 		$378K Hold
1,874
– – 0.17% 113
2025
Q4 		$384K Buy
+1,874
New +$350K 0.18% 118
2024
Q4 		$446K Hold
2,035
– – 0.28% 80
2024
Q3 		$452K Hold
2,035
– – 0.31% 74
2024
Q2 		$429K Hold
2,035
– – 0.37% 64
2024
Q1 		$419K Hold
2,035
– – 0.39% 61
2023
Q4 		$386K Buy
+2,035
New +$393K 0.38% 61

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

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

Mosley Wealth Management increased its Marsh (MRSH) stake by 0.16% in Q2 2026, buying an estimated $501 and bringing the position to 1,877 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #132.

Mosley Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 8 quarters since. The position peaked at $452K in Q3 2024. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Mosley Wealth Management held 1,877 shares of Marsh worth $313K as of Q2 2026.
  • Mosley Wealth Management bought 3 Marsh shares in Q2 2026, an estimated $501.
  • Marsh made up 0.1% of Mosley Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Mosley Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Marsh position peaked at $452K in Q3 2024.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.