NP
MRSH

NorthRock Partners’s Marsh MRSH Stock Holding History

NorthRock Partners’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 		$893K Sell
5,358
-229
-4% -$38.3K 0.01% 325
2026
Q1 		$969K Buy
5,587
+3,119
+126% +$561K 0.02% 308
2025
Q4 		$458K Sell
2,468
-5,042
-67% -$942K 0.01% 387
2025
Q3 		$1.51M Buy
7,510
+1,738
+30% +$357K 0.03% 255
2025
Q2 		$1.26M Buy
5,772
+493
+9% +$111K 0.03% 202
2025
Q1 		$1.29M Buy
5,279
+238
+5% +$54K 0.04% 175
2024
Q4 		$1.07M Sell
5,041
-1,612
-24% -$358K 0.03% 195
2024
Q3 		$1.48M Buy
6,653
+156
+2% +$34.6K 0.05% 161
2024
Q2 		$1.37M Buy
6,497
+613
+10% +$126K 0.05% 159
2024
Q1 		$1.21M Buy
5,884
+100
+2% +$19.9K 0.05% 178
2023
Q4 		$1.1M Buy
5,784
+2,962
+105% +$572K 0.05% 178
2023
Q3 		$537K Buy
2,822
+315
+13% +$60.4K 0.06% 147
2023
Q2 		$471K Sell
2,507
-599
-19% -$106K 0.05% 144
2023
Q1 		$517K Buy
3,106
+6
+0.2% +$1K 0.06% 144
2022
Q4 		$513K Buy
3,100
+133
+4% +$21.7K 0.06% 152
2022
Q3 		$443K Buy
2,967
+530
+22% +$85K 0.05% 157
2022
Q2 		$378K Sell
2,437
-575
-19% -$92.1K 0.04% 187
2022
Q1 		$513K Buy
3,012
+449
+18% +$70.8K 0.05% 170
2021
Q4 		$446K Sell
2,563
-374
-13% -$62.1K 0.03% 189
2021
Q3 		$445K Buy
2,937
+381
+15% +$57.6K 0.04% 166
2021
Q2 		$360K Sell
2,556
-147
-5% -$19.7K 0.03% 175
2021
Q1 		$329K Sell
2,703
-123
-4% -$14.2K 0.03% 162
2020
Q4 		$331K Sell
2,826
-836
-23% -$95K 0.03% 162
2020
Q3 		$420K Buy
+3,662
New +$420K 0.05% 135
2020
Q1 		– Sell
-2,729
Closed -$304K – 254
2019
Q4 		$304K Buy
+2,729
New +$285K 0.03% 210

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NorthRock Partners's MRSH Position: Q2 2026 in Review

NorthRock Partners reduced its Marsh (MRSH) stake by 4.1% in Q2 2026, selling an estimated $38.3K and leaving 5,358 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #325.

NorthRock Partners first reported a position in MRSH in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q3 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • NorthRock Partners held 5,358 shares of Marsh worth $893K as of Q2 2026.
  • NorthRock Partners sold 229 Marsh shares in Q2 2026, an estimated $38.3K.
  • Marsh made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #325 holding.
  • NorthRock Partners first reported a position in Marsh in Q4 2019 and has held it in 25 quarters since.
  • NorthRock Partners's Marsh position peaked at $1.51M in Q3 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.