PPWP
MRSH

Premier Path Wealth Partners’s Marsh MRSH Stock Holding History

Premier Path Wealth Partners’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 		$467K Sell
2,800
-44
-2% -$7.36K 0.05% 277
2026
Q1 		$493K Buy
2,844
+322
+13% +$57.9K 0.06% 274
2025
Q4 		$468K Sell
2,522
-28
-1% -$5.23K 0.06% 260
2025
Q3 		$514K Sell
2,550
-242
-9% -$49.8K 0.07% 259
2025
Q2 		$611K Buy
2,792
+128
+5% +$28.9K 0.09% 224
2025
Q1 		$650K Buy
2,664
+5
+0.2% +$1.13K 0.1% 200
2024
Q4 		$565K Sell
2,659
-1
-0% -$222 0.09% 218
2024
Q3 		$593K Sell
2,660
-2
-0.1% -$444 0.09% 213
2024
Q2 		$561K Sell
2,662
-48
-2% -$9.86K 0.1% 207
2024
Q1 		$558K Sell
2,710
-197
-7% -$39.3K 0.11% 190
2023
Q4 		$551K Buy
+2,907
New +$562K 0.12% 178

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

Premier Path Wealth Partners's MRSH Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Marsh (MRSH) stake by 1.5% in Q2 2026, selling an estimated $7.36K and leaving 2,800 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #277.

Premier Path Wealth Partners first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $650K in Q1 2025. 564 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Premier Path Wealth Partners held 2,800 shares of Marsh worth $467K as of Q2 2026.
  • Premier Path Wealth Partners sold 44 Marsh shares in Q2 2026, an estimated $7.36K.
  • Marsh made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • Premier Path Wealth Partners first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Marsh position peaked at $650K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.