Neville Rodie & Shaw’s Marsh MRSH Stock Holding History

Neville Rodie & Shaw’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	$922K	Hold	5,530	–	–	0.06%	135
2026 Q1	$959K	Hold	5,530	–	–	0.07%	127
2025 Q4	$1.03M	Hold	5,530	–	–	0.07%	122
2025 Q3	$1.11M	Hold	5,530	–	–	0.08%	121
2025 Q2	$1.21M	Hold	5,530	–	–	0.09%	119
2025 Q1	$1.35M	Hold	5,530	–	–	0.11%	114
2024 Q4	$1.18M	Hold	5,530	–	–	0.09%	124
2024 Q3	$1.23M	Hold	5,530	–	–	0.09%	122
2024 Q2	$1.17M	Sell	5,530 -3,000	-35%	-$616K	0.09%	122
2024 Q1	$1.76M	Hold	8,530	–	–	0.13%	99
2023 Q4	$1.62M	Hold	8,530	–	–	0.13%	102
2023 Q3	$1.62M	Hold	8,530	–	–	0.14%	96
2023 Q2	$1.6M	Hold	8,530	–	–	0.14%	97
2023 Q1	$1.42M	Hold	8,530	–	–	0.13%	97
2022 Q4	$1.41M	Hold	8,530	–	–	0.13%	101
2022 Q3	$1.27M	Hold	8,530	–	–	0.13%	106
2022 Q2	$1.32M	Hold	8,530	–	–	0.12%	108
2022 Q1	$1.46M	Hold	8,530	–	–	0.11%	111
2021 Q4	$1.48M	Hold	8,530	–	–	0.11%	115
2021 Q3	$1.29M	Hold	8,530	–	–	0.1%	114
2021 Q2	$1.2M	Hold	8,530	–	–	0.09%	123
2021 Q1	$1.04M	Hold	8,530	–	–	0.09%	130
2020 Q4	$998K	Hold	8,530	–	–	0.09%	122
2020 Q3	$978K	Hold	8,530	–	–	0.09%	117
2020 Q2	$916K	Hold	8,530	–	–	0.09%	117
2020 Q1	$738K	Hold	8,530	–	–	0.09%	127
2019 Q4	$950K	Hold	8,530	–	–	0.09%	129
2019 Q3	$853K	Hold	8,530	–	–	0.09%	130
2019 Q2	$851K	Hold	8,530	–	–	0.09%	136
2019 Q1	$801K	Hold	8,530	–	–	0.08%	134
2018 Q4	$680K	Hold	8,530	–	–	0.08%	140
2018 Q3	$706K	Hold	8,530	–	–	0.07%	146
2018 Q2	$699K	Buy	8,530 +2,530	+42%	+$207K	0.07%	150
2018 Q1	$496K	Hold	6,000	–	–	0.05%	165
2017 Q4	$488K	Hold	6,000	–	–	0.05%	169
2017 Q3	$503K	Hold	6,000	–	–	0.06%	163
2017 Q2	$468K	Hold	6,000	–	–	0.05%	170
2017 Q1	$443K	Hold	6,000	–	–	0.05%	180
2016 Q4	$406K	Hold	6,000	–	–	0.05%	183
2016 Q3	$404K	Hold	6,000	–	–	0.05%	187
2016 Q2	$411K	Hold	6,000	–	–	0.05%	189
2016 Q1	$365K	Hold	6,000	–	–	0.04%	193
2015 Q4	$333K	Hold	6,000	–	–	0.04%	207
2015 Q3	$313K	Hold	6,000	–	–	0.04%	209
2015 Q2	$340K	Sell	6,000 -198	-3%	-$11.4K	0.04%	203
2015 Q1	$348K	Hold	6,198	–	–	0.04%	206
2014 Q4	$355K	Hold	6,198	–	–	0.04%	208
2014 Q3	$324K	Hold	6,198	–	–	0.03%	216
2014 Q2	$321K	Hold	6,198	–	–	0.03%	209
2014 Q1	$306K	Buy	6,198 +198	+3%	+$9.48K	0.03%	205
2013 Q4	$290K	Hold	6,000	–	–	0.03%	207
2013 Q3	$261K	Hold	6,000	–	–	0.03%	216
2013 Q2	$240K	Buy	+6,000	New	+$235K	0.03%	227

Other funds holding MRSH

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

BHIA

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

Neville Rodie & Shaw's MRSH Position: Q2 2026 in Review

Neville Rodie & Shaw held its Marsh (MRSH) position steady in Q2 2026 at 5,530 shares worth $922K. The position accounts for 0.06% of the portfolio, ranked #135.

Neville Rodie & Shaw first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.76M in Q1 2024. 380 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Neville Rodie & Shaw held 5,530 shares of Marsh worth $922K as of Q2 2026.
Neville Rodie & Shaw left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.06% of Neville Rodie & Shaw's portfolio in Q2 2026, its #135 holding.
Neville Rodie & Shaw first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Neville Rodie & Shaw's Marsh position peaked at $1.76M in Q1 2024.
380 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.