RCA
MRSH

Resonant Capital Advisors’s Marsh MRSH Stock Holding History

Resonant Capital 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 		$392K Buy
2,352
+914
+64% +$153K 0.02% 354
2026
Q1 		$249K Buy
+1,438
New +$259K 0.01% 435
2025
Q4 		– Sell
-1,217
Closed -$245K – 460
2025
Q3 		$245K Sell
1,217
-421
-26% -$86.6K 0.01% 376
2025
Q2 		$358K Buy
1,638
+161
+11% +$36.3K 0.02% 296
2025
Q1 		$360K Buy
1,477
+218
+17% +$49.5K 0.03% 256
2024
Q4 		$267K Buy
1,259
+8
+0.6% +$1.77K 0.02% 289
2024
Q3 		$279K Buy
1,251
+142
+13% +$31.5K 0.02% 295
2024
Q2 		$234K Buy
+1,109
New +$228K 0.02% 313

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Resonant Capital Advisors's MRSH Position: Q2 2026 in Review

Resonant Capital Advisors increased its Marsh (MRSH) stake by 64% in Q2 2026, buying an estimated $153K and bringing the position to 2,352 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #354.

Resonant Capital Advisors first reported a position in MRSH in Q2 2024 and has held it in 8 quarters since. 794 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Resonant Capital Advisors held 2,352 shares of Marsh worth $392K as of Q2 2026.
  • Resonant Capital Advisors bought 914 Marsh shares in Q2 2026, an estimated $153K.
  • Marsh made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #354 holding.
  • Resonant Capital Advisors first reported a position in Marsh in Q2 2024 and has held it in 8 quarters since.
  • 794 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.