SWA
MRSH

Sax Wealth Advisors’s Marsh MRSH Stock Holding History

Sax Wealth Advisors’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 		– Sell
-1,300
Closed -$241K – 553
2026
Q1 		$241K Sell
1,300
-150
-10% -$27K 0.01% 436
2025
Q4 		$269K Buy
1,450
+18
+1% +$3.37K 0.01% 424
2025
Q3 		$289K Sell
1,432
-61
-4% -$12.5K 0.02% 355
2025
Q2 		$326K Buy
1,493
+374
+33% +$84.4K 0.02% 323
2025
Q1 		$273K Buy
1,119
+157
+16% +$35.6K 0.02% 309
2024
Q4 		$204K Buy
962
+18
+2% +$3.99K 0.02% 314
2024
Q3 		$211K Buy
+944
New +$210K 0.02% 269

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sax Wealth Advisors's MRSH Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,300 shares — an estimated $241K sold.

Sax Wealth Advisors first reported a position in MRSH in Q3 2024 and held it in 7 quarters. The position peaked at $326K in Q2 2025. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,300 Marsh shares in Q2 2026, an estimated $241K.
  • Sax Wealth Advisors first reported a position in Marsh in Q3 2024 and held it in 7 quarters.
  • Sax Wealth Advisors's Marsh position peaked at $326K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.