PWA
MRSH

Physician Wealth Advisors’s Marsh MRSH Stock Holding History

Physician Wealth 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 		$108K Buy
649
+348
+116% +$58.2K 0.01% 300
2026
Q1 		$52.3K Sell
301
-138
-31% -$24.8K 0.01% 390
2025
Q4 		$81.4K Buy
439
+164
+60% +$30.7K 0.01% 302
2025
Q3 		$55.4K Buy
275
+2
+0.7% +$411 0.01% 360
2025
Q2 		$59.7K Buy
273
+8
+3% +$1.81K 0.01% 319
2025
Q1 		$64.6K Buy
265
+1
+0.4% +$227 0.01% 299
2024
Q4 		$56.1K Buy
+264
New +$58.6K 0.01% 324

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Physician Wealth Advisors's MRSH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Marsh (MRSH) stake by 116% in Q2 2026, buying an estimated $58.2K and bringing the position to 649 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #300.

Physician Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Physician Wealth Advisors held 649 shares of Marsh worth $108K as of Q2 2026.
  • Physician Wealth Advisors bought 348 Marsh shares in Q2 2026, an estimated $58.2K.
  • Marsh made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • Physician Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.