NF
MRSH

Nvest Financial’s Marsh MRSH Stock Holding History

Nvest Financial’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 		$423K Sell
2,535
-48
-2% -$8.02K 0.13% 108
2026
Q1 		$448K Sell
2,583
-41
-2% -$7.37K 0.17% 97
2025
Q4 		$487K Sell
2,624
-25
-0.9% -$4.67K 0.2% 83
2025
Q3 		$534K Buy
+2,649
New +$545K 0.31% 67

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

Nvest Financial's MRSH Position: Q2 2026 in Review

Nvest Financial reduced its Marsh (MRSH) stake by 1.9% in Q2 2026, selling an estimated $8.02K and leaving 2,535 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #108.

Nvest Financial first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $534K in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Nvest Financial held 2,535 shares of Marsh worth $423K as of Q2 2026.
  • Nvest Financial sold 48 Marsh shares in Q2 2026, an estimated $8.02K.
  • Marsh made up 0.13% of Nvest Financial's portfolio in Q2 2026, its #108 holding.
  • Nvest Financial first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Nvest Financial's Marsh position peaked at $534K in Q3 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.