Oakworth Capital’s Marsh MRSH Stock Holding History

Oakworth Capital’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	$31K	Hold	186	–	–	﹤0.01%	539
2026 Q1	$32.3K	Hold	186	–	–	﹤0.01%	516
2025 Q4	$34.5K	Buy	186 +101	+119%	+$18.9K	﹤0.01%	494
2025 Q3	$17.1K	Hold	85	–	–	﹤0.01%	574
2025 Q2	$18.6K	Hold	85	–	–	﹤0.01%	450
2025 Q1	$20.7K	Hold	85	–	–	﹤0.01%	452
2024 Q4	$18.1K	Hold	85	–	–	﹤0.01%	471
2024 Q3	$19K	Hold	85	–	–	﹤0.01%	457
2024 Q2	$17.9K	Hold	85	–	–	﹤0.01%	443
2024 Q1	$17.5K	Hold	85	–	–	﹤0.01%	421
2023 Q4	$16.1K	Hold	85	–	–	﹤0.01%	432
2023 Q3	$16.2K	Hold	85	–	–	﹤0.01%	394
2023 Q2	$16K	Hold	85	–	–	﹤0.01%	410
2023 Q1	$14.2K	Hold	85	–	–	﹤0.01%	405
2022 Q4	$14.1K	Hold	85	–	–	﹤0.01%	387
2022 Q3	$13K	Hold	85	–	–	﹤0.01%	418
2022 Q2	$13K	Hold	85	–	–	﹤0.01%	414
2022 Q1	$14K	Hold	85	–	–	﹤0.01%	422
2021 Q4	$15K	Sell	85 -33	-28%	-$5.48K	﹤0.01%	449
2021 Q3	$18K	Hold	118	–	–	﹤0.01%	417
2021 Q2	$17K	Sell	118 -22	-16%	-$2.95K	﹤0.01%	424
2021 Q1	$17K	Hold	140	–	–	﹤0.01%	409
2020 Q4	$16K	Hold	140	–	–	﹤0.01%	383
2020 Q3	$16K	Buy	140 +85	+155%	+$9.74K	﹤0.01%	389
2020 Q2	$6K	Hold	55	–	–	﹤0.01%	455
2020 Q1	$5K	Hold	55	–	–	﹤0.01%	432
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	467
2019 Q3	$6K	Sell	55 -610	-92%	-$61K	﹤0.01%	473
2019 Q2	$66K	Buy	665 +277	+71%	+$26.5K	0.01%	290
2019 Q1	$36K	Hold	388	–	–	0.01%	336
2018 Q4	$31K	Hold	388	–	–	0.01%	341
2018 Q3	$32K	Hold	388	–	–	0.01%	343
2018 Q2	$32K	Buy	388 +333	+605%	+$27.2K	0.01%	344
2018 Q1	$4K	Hold	55	–	–	﹤0.01%	526
2017 Q4	$5K	Hold	55	–	–	﹤0.01%	516
2017 Q3	$4K	Hold	55	–	–	﹤0.01%	550
2017 Q2	$4K	Hold	55	–	–	﹤0.01%	540
2017 Q1	$4K	Sell	55 -80	-59%	-$5.72K	﹤0.01%	543
2016 Q4	$9K	Hold	135	–	–	﹤0.01%	469
2016 Q3	$9K	Hold	135	–	–	﹤0.01%	455
2016 Q2	$9K	Hold	135	–	–	﹤0.01%	435
2016 Q1	$8K	Hold	135	–	–	﹤0.01%	404
2015 Q4	$7K	Hold	135	–	–	﹤0.01%	388
2015 Q3	$7K	Hold	135	–	–	﹤0.01%	319
2015 Q2	$8K	Hold	135	–	–	﹤0.01%	321
2015 Q1	$8K	Hold	135	–	–	﹤0.01%	335
2014 Q4	$8K	Hold	135	–	–	﹤0.01%	332
2014 Q3	$7K	Hold	135	–	–	﹤0.01%	310
2014 Q2	$7K	Hold	135	–	–	﹤0.01%	313
2014 Q1	$7K	Hold	135	–	–	﹤0.01%	307
2013 Q4	$7K	Buy	+135	New	+$6.26K	﹤0.01%	287

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

Oakworth Capital's MRSH Position: Q2 2026 in Review

Oakworth Capital held its Marsh (MRSH) position steady in Q2 2026 at 186 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Oakworth Capital first reported a position in MRSH in Q4 2013 and has held it in 51 quarters since. The position peaked at $66K in Q2 2019. 409 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Oakworth Capital held 186 shares of Marsh worth $31K as of Q2 2026.
Oakworth Capital left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #539 holding.
Oakworth Capital first reported a position in Marsh in Q4 2013 and has held it in 51 quarters since.
Oakworth Capital's Marsh position peaked at $66K in Q2 2019.
409 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.