Raymond James Financial
MRSH

Raymond James Financial’s Marsh MRSH Stock Holding History

Raymond James Financial’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 		$198M Sell
1,187,191
-40,871
-3% -$6.83M 0.05% 313
2026
Q1 		$213M Buy
1,228,062
+211,277
+21% +$38M 0.07% 262
2025
Q4 		$189M Sell
1,016,785
-25,751
-2% -$4.81M 0.06% 288
2025
Q3 		$210M Buy
1,042,536
+114,028
+12% +$23.5M 0.07% 259
2025
Q2 		$203M Sell
928,508
-4,604
-0.5% -$1.04M 0.07% 250
2025
Q1 		$228M Sell
933,112
-42,729
-4% -$9.69M 0.09% 218
2024
Q4 		$207M Buy
+975,841
New +$216M 0.08% 227

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Raymond James Financial's MRSH Position: Q2 2026 in Review

Raymond James Financial reduced its Marsh (MRSH) stake by 3.3% in Q2 2026, selling an estimated $6.83M and leaving 1,187,191 shares worth $198M. The position accounts for 0.05% of the portfolio, ranked #313.

Raymond James Financial first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $228M in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Raymond James Financial held 1,187,191 shares of Marsh worth $198M as of Q2 2026.
  • Raymond James Financial sold 40,871 Marsh shares in Q2 2026, an estimated $6.83M.
  • Marsh made up 0.05% of Raymond James Financial's portfolio in Q2 2026, its #313 holding.
  • Raymond James Financial first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Marsh position peaked at $228M in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.