RWB
MRSH

RMR Wealth Builders’s Marsh MRSH Stock Holding History

RMR Wealth Builders’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 		$1.5M Hold
9,024
– – 0.09% 103
2026
Q1 		$1.57M Sell
9,024
-89
-1% -$16K 0.12% 91
2025
Q4 		$1.69M Buy
9,113
+53
+0.6% +$9.91K 0.14% 85
2025
Q3 		$1.83M Sell
9,060
-373
-4% -$76.7K 0.15% 80
2025
Q2 		$2.06M Sell
9,433
-66
-0.7% -$14.9K 0.19% 74
2025
Q1 		$2.32M Buy
9,499
+862
+10% +$196K 0.24% 55
2024
Q4 		$1.83M Sell
8,637
-38
-0.4% -$8.43K 0.19% 65
2024
Q3 		$1.94M Buy
8,675
+1
+0% +$222 0.21% 62
2024
Q2 		$1.83M Hold
8,674
– – 0.21% 59
2024
Q1 		$1.79M Sell
8,674
-180
-2% -$35.9K 0.22% 57
2023
Q4 		$1.68M Buy
8,854
+6
+0.1% +$1.16K 0.24% 50
2023
Q3 		$1.68M Hold
8,848
– – 0.27% 46
2023
Q2 		$1.66M Buy
8,848
+6
+0.1% +$1.06K 0.28% 42
2023
Q1 		$1.47M Hold
8,842
– – 0.28% 45
2022
Q4 		$1.46M Hold
8,842
– – 0.33% 38
2022
Q3 		$1.32M Hold
8,842
– – 0.32% 37
2022
Q2 		$1.37M Sell
8,842
-432
-5% -$69.2K 0.34% 40
2022
Q1 		$1.58M Buy
+9,274
New +$1.46M 0.34% 51
2021
Q4 		– Sell
-11,319
Closed -$1.71M – 176
2021
Q3 		$1.71M Hold
11,319
– – 0.5% 30
2021
Q2 		$1.59M Sell
11,319
-2
-0% -$268 0.52% 34
2021
Q1 		$1.38M Sell
11,321
-50
-0.4% -$5.76K 0.36% 43
2020
Q4 		$1.33M Buy
11,371
+337
+3% +$38.3K 0.65% 32
2020
Q3 		$1.27M Buy
11,034
+144
+1% +$16.5K 0.33% 52
2020
Q2 		$1.17M Buy
+10,890
New +$1.1M 1.04% 23
2019
Q4 		$1.16M Buy
+10,445
New +$1.09M 1.12% 24

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

RMR Wealth Builders's MRSH Position: Q2 2026 in Review

RMR Wealth Builders held its Marsh (MRSH) position steady in Q2 2026 at 9,024 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #103.

RMR Wealth Builders first reported a position in MRSH in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.32M in Q1 2025. 433 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • RMR Wealth Builders held 9,024 shares of Marsh worth $1.5M as of Q2 2026.
  • RMR Wealth Builders left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #103 holding.
  • RMR Wealth Builders first reported a position in Marsh in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Marsh position peaked at $2.32M in Q1 2025.
  • 433 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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