RA
MRSH

RFG Advisory’s Marsh MRSH Stock Holding History

RFG Advisory’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 		$203K Buy
+1,219
New +$204K ﹤0.01% 1080
2026
Q1 		– Sell
-1,328
Closed -$246K – 1091
2025
Q4 		$246K Sell
1,328
-12
-0.9% -$2.24K ﹤0.01% 889
2025
Q3 		$270K Sell
1,340
-35
-3% -$7.2K 0.01% 840
2025
Q2 		$301K Buy
1,375
+66
+5% +$14.9K 0.01% 773
2025
Q1 		$319K Sell
1,309
-40
-3% -$9.07K 0.01% 698
2024
Q4 		$287K Sell
1,349
-71
-5% -$15.8K 0.01% 663
2024
Q3 		$317K Sell
1,420
-25
-2% -$5.55K 0.01% 614
2024
Q2 		$304K Sell
1,445
-138
-9% -$28.3K 0.01% 598
2024
Q1 		$326K Buy
1,583
+243
+18% +$48.4K 0.01% 592
2023
Q4 		$254K Buy
+1,340
New +$259K 0.01% 587
2023
Q1 		– Sell
-1,419
Closed -$244K – 652
2022
Q4 		$244K Sell
1,419
-62
-4% -$10.1K 0.01% 549
2022
Q3 		$240K Buy
1,481
+29
+2% +$4.65K 0.01% 544
2022
Q2 		$241K Buy
+1,452
New +$233K 0.01% 503

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

RFG Advisory's MRSH Position: Q2 2026 in Review

RFG Advisory opened a new position in Marsh (MRSH) in Q2 2026: 1,219 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: RFG Advisory previously reported a position in MRSH as recently as Q4 2025.

RFG Advisory first reported a position in MRSH in Q2 2022 and has held it in 13 quarters since. The position peaked at $326K in Q1 2024. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • RFG Advisory held 1,219 shares of Marsh worth $203K as of Q2 2026.
  • Marsh was a new RFG Advisory position in Q2 2026.
  • Marsh made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1080 holding.
  • RFG Advisory first reported a position in Marsh in Q2 2022 and has held it in 13 quarters since.
  • RFG Advisory's Marsh position peaked at $326K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.