RIL
MRSH

Rothschild Investment LLC’s Marsh MRSH Stock Holding History

Rothschild Investment LLC’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 		$3.27M Buy
19,637
+14,086
+254% +$2.35M 0.12% 167
2026
Q1 		$963K Buy
5,551
+1,889
+52% +$340K 0.05% 279
2025
Q4 		$679K Buy
3,662
+1,557
+74% +$291K 0.04% 305
2025
Q3 		$424K Buy
2,105
+382
+22% +$78.6K 0.02% 395
2025
Q2 		$377K Sell
1,723
-115
-6% -$26K 0.02% 386
2025
Q1 		$449K Buy
1,838
+64
+4% +$14.5K 0.03% 360
2024
Q4 		$377K Buy
1,774
+7
+0.4% +$1.55K 0.02% 391
2024
Q3 		$394K Sell
1,767
-325
-16% -$72.1K 0.03% 388
2024
Q2 		$441K Buy
2,092
+1,502
+255% +$309K 0.03% 354
2024
Q1 		$122K Sell
590
-55
-9% -$11K 0.01% 557
2023
Q4 		$122K Buy
+645
New +$125K 0.01% 496
2020
Q2 		– Sell
-11,868
Closed -$1.03M – 437
2020
Q1 		$1.03M Hold
11,868
– – 0.13% 159
2019
Q4 		$1.32M Buy
+11,868
New +$1.24M 0.13% 158
2018
Q2 		– Sell
-20,437
Closed -$1.69M – 384
2018
Q1 		$1.69M Hold
20,437
– – 0.22% 113
2017
Q4 		$1.66M Hold
20,437
– – 0.18% 135
2017
Q3 		$1.71M Buy
+20,437
New +$1.62M 0.19% 129
2017
Q2 		– Sell
-20,437
Closed -$1.51M – 478
2017
Q1 		$1.51M Buy
20,437
+434
+2% +$31K 0.18% 148
2016
Q4 		$1.35M Buy
+20,003
New +$1.34M 0.16% 151

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

Rothschild Investment LLC's MRSH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Marsh (MRSH) stake by 254% in Q2 2026, buying an estimated $2.35M and bringing the position to 19,637 shares worth $3.27M. The position accounts for 0.12% of the portfolio, ranked #167.

Rothschild Investment LLC first reported a position in MRSH in Q4 2016 and has held it in 18 quarters since. 775 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Rothschild Investment LLC held 19,637 shares of Marsh worth $3.27M as of Q2 2026.
  • Rothschild Investment LLC bought 14,086 Marsh shares in Q2 2026, an estimated $2.35M.
  • Marsh made up 0.12% of Rothschild Investment LLC's portfolio in Q2 2026, its #167 holding.
  • Rothschild Investment LLC first reported a position in Marsh in Q4 2016 and has held it in 18 quarters since.
  • 775 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.