SA
MRSH

Scarborough Advisors’s Marsh MRSH Stock Holding History

Scarborough 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
-217
Closed -$37.6K – 462
2026
Q1 		$37.6K Buy
+217
New +$39K ﹤0.01% 265
2024
Q1 		– Sell
-344
Closed -$65.2K – 593
2023
Q4 		$65.2K Buy
+344
New +$66.5K 0.01% 141

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

Scarborough Advisors's MRSH Position: Q2 2026 in Review

Scarborough Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 217 shares — an estimated $37.6K sold.

Scarborough Advisors first reported a position in MRSH in Q4 2023 and held it in 2 quarters. The position peaked at $65.2K in Q4 2023. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Scarborough Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 217 Marsh shares in Q2 2026, an estimated $37.6K.
  • Scarborough Advisors first reported a position in Marsh in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Marsh position peaked at $65.2K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.