EHAMIA
MRSH

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Marsh MRSH Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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 		$590K Buy
3,540
+1,511
+74% +$253K 0.46% 64
2026
Q1 		$352K Buy
2,029
+800
+65% +$144K 0.3% 99
2025
Q4 		$228K Buy
+1,229
New +$230K 0.19% 127

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's MRSH Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV increased its Marsh (MRSH) stake by 74% in Q2 2026, buying an estimated $253K and bringing the position to 3,540 shares worth $590K. The position accounts for 0.46% of the portfolio, ranked #64.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 1,005 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 3,540 shares of Marsh worth $590K as of Q2 2026.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV bought 1,511 Marsh shares in Q2 2026, an estimated $253K.
  • Marsh made up 0.46% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #64 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.