SBFM
MRSH

S-Bank Fund Management’s Marsh MRSH Stock Holding History

S-Bank Fund 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 		$368K Sell
2,207
-3,352
-60% -$560K 0.05% 183
2026
Q1 		$964K Sell
5,559
-207
-4% -$37.2K 0.14% 96
2025
Q4 		$1.07M Sell
5,766
-1,436
-20% -$268K 0.14% 89
2025
Q3 		$1.45M Sell
7,202
-94
-1% -$19.3K 0.19% 86
2025
Q2 		$1.6M Sell
7,296
-540
-7% -$122K 0.24% 81
2025
Q1 		$1.91M Buy
+7,836
New +$1.78M 0.36% 67

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

S-Bank Fund Management's MRSH Position: Q2 2026 in Review

S-Bank Fund Management reduced its Marsh (MRSH) stake by 60% in Q2 2026, selling an estimated $560K and leaving 2,207 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #183.

S-Bank Fund Management first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2025. 797 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • S-Bank Fund Management held 2,207 shares of Marsh worth $368K as of Q2 2026.
  • S-Bank Fund Management sold 3,352 Marsh shares in Q2 2026, an estimated $560K.
  • Marsh made up 0.05% of S-Bank Fund Management's portfolio in Q2 2026, its #183 holding.
  • S-Bank Fund Management first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • S-Bank Fund Management's Marsh position peaked at $1.91M in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.