Networth Advisors’s Marsh MRSH Stock Holding History

Networth Advisors’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	–	Sell	-26	Closed	-$4.51K	–	414
2026 Q1	$4.51K	Buy	26 +19	+271%	+$3.42K	﹤0.01%	251
2025 Q4	$1.3K	Buy	+7	New	+$1.31K	﹤0.01%	295

Other funds holding MRSH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Networth Advisors's MRSH Position: Q2 2026 in Review

Networth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 26 shares — an estimated $4.51K sold.

Networth Advisors first reported a position in MRSH in Q4 2025 and held it in 2 quarters. The position peaked at $4.51K in Q1 2026. 794 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Networth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 26 Marsh shares in Q2 2026, an estimated $4.51K.
Networth Advisors first reported a position in Marsh in Q4 2025 and held it in 2 quarters.
Networth Advisors's Marsh position peaked at $4.51K in Q1 2026.
794 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.