OL
MRSH

Optas LLC’s Marsh MRSH Stock Holding History

Optas LLC’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 		$264K Sell
1,585
-328
-17% -$54.8K 0.04% 362
2026
Q1 		$332K Buy
1,913
+84
+5% +$15.1K 0.05% 277
2025
Q4 		$339K Buy
1,829
+6
+0.3% +$1.12K 0.05% 258
2025
Q3 		$367K Sell
1,823
-175
-9% -$36K 0.06% 209
2025
Q2 		$437K Sell
1,998
-28
-1% -$6.32K 0.08% 159
2025
Q1 		$494K Sell
2,026
-44
-2% -$9.98K 0.09% 123
2024
Q4 		$440K Buy
2,070
+127
+7% +$28.2K 0.09% 128
2024
Q3 		$433K Buy
1,943
+58
+3% +$12.9K 0.1% 125
2024
Q2 		$397K Buy
1,885
+5
+0.3% +$1.03K 0.1% 110
2024
Q1 		$387K Buy
1,880
+53
+3% +$10.6K 0.11% 113
2023
Q4 		$346K Buy
1,827
+51
+3% +$9.86K 0.1% 117
2023
Q3 		$338K Buy
1,776
+25
+1% +$4.79K 0.11% 109
2023
Q2 		$329K Buy
1,751
+29
+2% +$5.15K 0.11% 112
2023
Q1 		$287K Buy
1,722
+85
+5% +$14.2K 0.1% 124
2022
Q4 		$271K Buy
1,637
+18
+1% +$2.94K 0.11% 118
2022
Q3 		$242K Buy
1,619
+33
+2% +$5.29K 0.11% 116
2022
Q2 		$245K Buy
1,586
+119
+8% +$19.1K 0.1% 118
2022
Q1 		$250K Buy
1,467
+59
+4% +$9.3K 0.08% 123
2021
Q4 		$245K Buy
1,408
+19
+1% +$3.16K 0.07% 127
2021
Q3 		$210K Buy
+1,389
New +$210K 0.06% 134
2020
Q4 		– Sell
-2,636
Closed -$303K – 162
2020
Q3 		$303K Buy
+2,636
New +$302K 0.09% 131

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Optas LLC's MRSH Position: Q2 2026 in Review

Optas LLC reduced its Marsh (MRSH) stake by 17% in Q2 2026, selling an estimated $54.8K and leaving 1,585 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #362.

Optas LLC first reported a position in MRSH in Q3 2020 and has held it in 21 quarters since. The position peaked at $494K in Q1 2025. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Optas LLC held 1,585 shares of Marsh worth $264K as of Q2 2026.
  • Optas LLC sold 328 Marsh shares in Q2 2026, an estimated $54.8K.
  • Marsh made up 0.04% of Optas LLC's portfolio in Q2 2026, its #362 holding.
  • Optas LLC first reported a position in Marsh in Q3 2020 and has held it in 21 quarters since.
  • Optas LLC's Marsh position peaked at $494K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.