Net Worth Advisory Group’s Marsh MRSH Stock Holding History

Net Worth Advisory Group’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	$669K	Sell	4,015 -97	-2%	-$16.2K	0.17%	138
2026 Q1	$713K	Sell	4,112 -83	-2%	-$14.9K	0.15%	149
2025 Q4	$778K	Buy	4,195 +439	+12%	+$82.1K	0.16%	137
2025 Q3	$757K	Sell	3,756 -88	-2%	-$18.1K	0.22%	96
2025 Q2	$840K	Sell	3,844 -100	-3%	-$22.6K	0.19%	104
2025 Q1	$962K	Buy	3,944 +847	+27%	+$192K	0.3%	59
2024 Q4	$658K	Buy	3,097 +5	+0.2%	+$1.11K	0.2%	117
2024 Q3	$690K	Buy	+3,092	New	+$686K	0.2%	123

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

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

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

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Net Worth Advisory Group's MRSH Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Marsh (MRSH) stake by 2.4% in Q2 2026, selling an estimated $16.2K and leaving 4,015 shares worth $669K. The position accounts for 0.17% of the portfolio, ranked #138.

Net Worth Advisory Group first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $962K in Q1 2025. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Net Worth Advisory Group held 4,015 shares of Marsh worth $669K as of Q2 2026.
Net Worth Advisory Group sold 97 Marsh shares in Q2 2026, an estimated $16.2K.
Marsh made up 0.17% of Net Worth Advisory Group's portfolio in Q2 2026, its #138 holding.
Net Worth Advisory Group first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Marsh position peaked at $962K in Q1 2025.
253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.