Red Door Wealth Management’s Marsh MRSH Stock Holding History

Red Door 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	$740K	Buy	+4,439	New	+$742K	0.07%	143
2026 Q1	–	Sell	-1,105	Closed	-$205K	–	311
2025 Q4	$205K	Sell	1,105 -8	-0.7%	-$1.5K	0.02%	280
2025 Q3	$224K	Sell	1,113 -4,543	-80%	-$934K	0.02%	268
2025 Q2	$1.24M	Buy	5,656 +891	+19%	+$201K	0.15%	94
2025 Q1	$1.16M	Buy	4,765 +153	+3%	+$34.7K	0.17%	86
2024 Q4	$980K	Buy	4,612 +78	+2%	+$17.3K	0.15%	91
2024 Q3	$1.01M	Sell	4,534 -4	-0.1%	-$888	0.17%	83
2024 Q2	$956K	Hold	4,538	–	–	0.17%	82
2024 Q1	$935K	Buy	4,538 +599	+15%	+$119K	0.18%	82
2023 Q4	$746K	Buy	+3,939	New	+$761K	0.16%	90

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Red Door Wealth Management's MRSH Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in Marsh (MRSH) in Q2 2026: 4,439 shares worth $740K. The stake represents 0.07% of the portfolio and ranks #143 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in MRSH as recently as Q4 2025.

Red Door Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2025. 559 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Red Door Wealth Management held 4,439 shares of Marsh worth $740K as of Q2 2026.
Marsh was a new Red Door Wealth Management position in Q2 2026.
Marsh made up 0.07% of Red Door Wealth Management's portfolio in Q2 2026, its #143 holding.
Red Door Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
Red Door Wealth Management's Marsh position peaked at $1.24M in Q2 2025.
559 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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