PA
MRSH

PFG Advisors’s Marsh MRSH Stock Holding History

PFG Advisors’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 		$1.8M Buy
10,805
+738
+7% +$123K 0.09% 258
2026
Q1 		$1.75M Buy
10,067
+2,114
+27% +$380K 0.09% 264
2025
Q4 		$1.48M Sell
7,953
-7,282
-48% -$1.36M 0.07% 295
2025
Q3 		$3.07M Buy
15,235
+858
+6% +$176K 0.13% 194
2025
Q2 		$3.14M Buy
14,377
+2,778
+24% +$627K 0.15% 147
2025
Q1 		$2.83M Buy
11,599
+4,004
+53% +$908K 0.16% 167
2024
Q4 		$1.61M Sell
7,595
-361
-5% -$80.1K 0.1% 223
2024
Q3 		$1.77M Sell
7,956
-1,312
-14% -$291K 0.11% 206
2024
Q2 		$1.95M Buy
9,268
+544
+6% +$112K 0.13% 184
2024
Q1 		$1.8M Buy
8,724
+876
+11% +$175K 0.13% 188
2023
Q4 		$1.49M Buy
7,848
+38
+0.5% +$7.34K 0.12% 201
2023
Q3 		$1.49M Sell
7,810
-1,085
-12% -$208K 0.13% 181
2023
Q2 		$1.67M Buy
8,895
+888
+11% +$158K 0.13% 192
2023
Q1 		$1.33M Buy
8,007
+275
+4% +$45.8K 0.11% 222
2022
Q4 		$1.28M Buy
7,732
+50
+0.7% +$8.18K 0.13% 211
2022
Q3 		$1.15M Buy
7,682
+75
+1% +$12K 0.13% 203
2022
Q2 		$1.18M Buy
7,607
+115
+2% +$18.4K 0.13% 154
2022
Q1 		$1.28M Buy
7,492
+260
+4% +$41K 0.13% 167
2021
Q4 		$1.26M Buy
7,232
+435
+6% +$72.3K 0.12% 205
2021
Q3 		$1.03M Buy
6,797
+145
+2% +$21.9K 0.11% 232
2021
Q2 		$936K Buy
6,652
+245
+4% +$32.8K 0.11% 241
2021
Q1 		$780K Buy
6,407
+330
+5% +$38K 0.1% 249
2020
Q4 		$711K Buy
6,077
+25
+0.4% +$2.84K 0.12% 210
2020
Q3 		$694K Buy
6,052
+230
+4% +$26.4K 0.13% 195
2020
Q2 		$637K Buy
5,822
+465
+9% +$47.1K 0.14% 172
2020
Q1 		$513K Buy
5,357
+140
+3% +$14.9K 0.14% 176
2019
Q4 		$580K Buy
+5,217
New +$545K 0.14% 171

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
MR
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

PFG Advisors's MRSH Position: Q2 2026 in Review

PFG Advisors increased its Marsh (MRSH) stake by 7.3% in Q2 2026, buying an estimated $123K and bringing the position to 10,805 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #258.

PFG Advisors first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.14M in Q2 2025. 512 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • PFG Advisors held 10,805 shares of Marsh worth $1.8M as of Q2 2026.
  • PFG Advisors bought 738 Marsh shares in Q2 2026, an estimated $123K.
  • Marsh made up 0.09% of PFG Advisors's portfolio in Q2 2026, its #258 holding.
  • PFG Advisors first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • PFG Advisors's Marsh position peaked at $3.14M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.