QWM
MRSH

Quaker Wealth Management’s Marsh MRSH Stock Holding History

Quaker 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 		$334 Sell
2
-13
-87% -$2.17K ﹤0.01% 822
2026
Q1 		$2.6K Buy
15
+7
+88% +$1.26K ﹤0.01% 393
2025
Q4 		$1.49K Buy
8
+3
+60% +$561 ﹤0.01% 484
2025
Q3 		$1.01K Sell
5
-4
-44% -$823 ﹤0.01% 463
2025
Q2 		$1.97K Buy
+9
New +$2.03K ﹤0.01% 405

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

Quaker Wealth Management's MRSH Position: Q2 2026 in Review

Quaker Wealth Management reduced its Marsh (MRSH) stake by 87% in Q2 2026, selling an estimated $2.17K and leaving 2 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Quaker Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.6K in Q1 2026. 503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Marsh worth $334 as of Q2 2026.
  • Quaker Wealth Management sold 13 Marsh shares in Q2 2026, an estimated $2.17K.
  • Marsh made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Quaker Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Marsh position peaked at $2.6K in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.