RSWM
MRSH

Robertson Stephens Wealth Management’s Marsh MRSH Stock Holding History

Robertson Stephens 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 		$363K Buy
2,178
+159
+8% +$26.6K 0.01% 490
2026
Q1 		$350K Buy
2,019
+28
+1% +$5.03K 0.01% 475
2025
Q4 		$369K Buy
1,991
+612
+44% +$114K 0.01% 488
2025
Q3 		$278K Buy
1,379
+143
+12% +$29.4K 0.01% 457
2025
Q2 		$270K Sell
1,236
-218
-15% -$49.2K 0.01% 477
2025
Q1 		$355K Buy
+1,454
New +$330K 0.01% 424
2024
Q4 		– Sell
-3,703
Closed -$826K – 610
2024
Q3 		$826K Sell
3,703
-620
-14% -$138K 0.03% 310
2024
Q2 		$911K Buy
4,323
+143
+3% +$29.4K 0.05% 238
2024
Q1 		$861K Buy
+4,180
New +$833K 0.05% 254

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
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
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 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Robertson Stephens Wealth Management's MRSH Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Marsh (MRSH) stake by 7.9% in Q2 2026, buying an estimated $26.6K and bringing the position to 2,178 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #490.

Robertson Stephens Wealth Management first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $911K in Q2 2024. 644 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,178 shares of Marsh worth $363K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 159 Marsh shares in Q2 2026, an estimated $26.6K.
  • Marsh made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Robertson Stephens Wealth Management first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
  • Robertson Stephens Wealth Management's Marsh position peaked at $911K in Q2 2024.
  • 644 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.