Mowery & Schoenfeld Wealth Management’s Marsh MRSH Stock Holding History

Mowery & Schoenfeld 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	$64.5K	Sell	387 -1	-0.3%	-$167	0.09%	120
2026 Q1	$67.2K	Sell	388 -151	-28%	-$27.1K	0.1%	108
2025 Q4	$99.9K	Sell	539 -22	-4%	-$4.11K	0.14%	94
2025 Q3	$113K	Sell	561 -21	-4%	-$4.32K	0.19%	75
2025 Q2	$127K	Sell	582 -23	-4%	-$5.19K	0.19%	62
2025 Q1	$148K	Buy	605 +24	+4%	+$5.45K	0.29%	60
2024 Q4	$123K	Buy	581 +168	+41%	+$37.3K	0.24%	59
2024 Q3	$92.1K	Hold	413	–	–	0.15%	66
2024 Q2	$87K	Hold	413	–	–	0.13%	67
2024 Q1	$85.1K	Buy	413 +355	+612%	+$70.8K	0.16%	58
2023 Q4	$11K	Buy	+58	New	+$11.2K	0.02%	110

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Mowery & Schoenfeld Wealth Management's MRSH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Marsh (MRSH) stake by 0.26% in Q2 2026, selling an estimated $167 and leaving 387 shares worth $64.5K. The position accounts for 0.09% of the portfolio, ranked #120.

Mowery & Schoenfeld Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $148K in Q1 2025. 909 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 387 shares of Marsh worth $64.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management sold 1 Marsh share in Q2 2026, an estimated $167.
Marsh made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #120 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Marsh position peaked at $148K in Q1 2025.
909 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.