PPWM
MRSH

Paragon Private Wealth Management’s Marsh MRSH Stock Holding History

Paragon Private Wealth Management’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 		– Sell
-1,221
Closed -$212K – 233
2026
Q1 		$212K Buy
1,221
+59
+5% +$10.6K 0.07% 212
2025
Q4 		$216K Sell
1,162
-16
-1% -$2.99K 0.07% 210
2025
Q3 		$238K Buy
+1,178
New +$242K 0.08% 201

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Paragon Private Wealth Management's MRSH Position: Q2 2026 in Review

Paragon Private Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,221 shares — an estimated $212K sold.

Paragon Private Wealth Management first reported a position in MRSH in Q3 2025 and held it in 3 quarters. The position peaked at $238K in Q3 2025. 574 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Paragon Private Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 1,221 Marsh shares in Q2 2026, an estimated $212K.
  • Paragon Private Wealth Management first reported a position in Marsh in Q3 2025 and held it in 3 quarters.
  • Paragon Private Wealth Management's Marsh position peaked at $238K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.