SBWIC
MRSH

Schaper Benz & Wise Investment Counsel’s Marsh MRSH Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$5.22M Buy
31,304
+3,568
+13% +$596K 0.35% 74
2026
Q1 		$4.81M Buy
27,736
+1,769
+7% +$318K 0.37% 74
2025
Q4 		$4.82M Buy
25,967
+297
+1% +$55.5K 0.35% 72
2025
Q3 		$5.17M Sell
25,670
-220
-0.8% -$45.2K 0.38% 68
2025
Q2 		$5.66M Buy
25,890
+409
+2% +$92.3K 0.43% 69
2025
Q1 		$6.22M Buy
25,481
+55
+0.2% +$12.5K 0.5% 63
2024
Q4 		$5.4M Buy
25,426
+1,302
+5% +$289K 0.43% 68
2024
Q3 		$5.38M Buy
24,124
+626
+3% +$139K 0.43% 67
2024
Q2 		$4.95M Buy
23,498
+1,149
+5% +$236K 0.43% 68
2024
Q1 		$4.6M Buy
22,349
+1,286
+6% +$256K 0.38% 71
2023
Q4 		$3.99M Buy
21,063
+45
+0.2% +$8.7K 0.36% 70
2023
Q3 		$4M Buy
21,018
+277
+1% +$53.1K 0.39% 67
2023
Q2 		$3.9M Sell
20,741
-133
-0.6% -$23.6K 0.37% 68
2023
Q1 		$3.48M Buy
20,874
+2,540
+14% +$423K 0.35% 67
2022
Q4 		$3.03M Sell
18,334
-345
-2% -$56.4K 0.32% 72
2022
Q3 		$2.79M Sell
18,679
-395
-2% -$63.4K 0.32% 71
2022
Q2 		$2.96M Buy
19,074
+26
+0.1% +$4.17K 0.3% 75
2022
Q1 		$3.25M Sell
19,048
-320
-2% -$50.4K 0.28% 77
2021
Q4 		$3.37M Buy
19,368
+85
+0.4% +$14.1K 0.27% 78
2021
Q3 		$2.92M Buy
19,283
+473
+3% +$71.5K 0.26% 75
2021
Q2 		$2.65M Buy
18,810
+4,520
+32% +$606K 0.24% 76
2021
Q1 		$1.74M Buy
14,290
+535
+4% +$61.6K 0.17% 79
2020
Q4 		$1.61M Sell
13,755
-395
-3% -$44.9K 0.17% 79
2020
Q3 		$1.62M Sell
14,150
-975
-6% -$112K 0.19% 76
2020
Q2 		$1.62M Buy
15,125
+35
+0.2% +$3.54K 0.2% 74
2020
Q1 		$1.3M Sell
15,090
-750
-5% -$80K 0.19% 73
2019
Q4 		$1.76M Sell
15,840
-1,910
-11% -$200K 0.21% 71
2019
Q3 		$1.78M Sell
17,750
-725
-4% -$72.5K 0.22% 72
2019
Q2 		$1.84M Sell
18,475
-1,300
-7% -$124K 0.23% 71
2019
Q1 		$1.86M Sell
19,775
-2,025
-9% -$179K 0.24% 70
2018
Q4 		$1.74M Sell
21,800
-1,225
-5% -$102K 0.26% 69
2018
Q3 		$1.91M Sell
23,025
-2,850
-11% -$241K 0.25% 69
2018
Q2 		$2.12M Sell
25,875
-850
-3% -$69.4K 0.3% 69
2018
Q1 		$2.21M Sell
26,725
-2,875
-10% -$238K 0.33% 68
2017
Q4 		$2.41M Sell
29,600
-6,050
-17% -$503K 0.35% 65
2017
Q3 		$2.99M Sell
35,650
-485
-1% -$38.4K 0.46% 64
2017
Q2 		$2.82M Sell
36,135
-318
-0.9% -$24K 0.45% 63
2017
Q1 		$2.69M Sell
36,453
-300
-0.8% -$21.4K 0.46% 64
2016
Q4 		$2.48M Sell
36,753
-7,027
-16% -$471K 0.44% 65
2016
Q3 		$2.94M Sell
43,780
-2,550
-6% -$171K 0.52% 60
2016
Q2 		$3.17M Sell
46,330
-1,308
-3% -$84K 0.57% 60
2016
Q1 		$2.9M Sell
47,638
-3,060
-6% -$171K 0.54% 61
2015
Q4 		$2.81M Buy
50,698
+750
+2% +$41.3K 0.55% 56
2015
Q3 		$2.61M Hold
49,948
– – 0.53% 54
2015
Q2 		$2.83M Buy
49,948
+300
+0.6% +$17.3K 0.56% 53
2015
Q1 		$2.79M Sell
49,648
-350
-0.7% -$19.7K 0.55% 51
2014
Q4 		$2.86M Sell
49,998
-300
-0.6% -$16.5K 0.57% 50
2014
Q3 		$2.63M Sell
50,298
-1,200
-2% -$62.6K 0.55% 49
2014
Q2 		$2.67M Sell
51,498
-2,867
-5% -$142K 0.55% 49
2014
Q1 		$2.68M Sell
54,365
-600
-1% -$28.7K 0.58% 49
2013
Q4 		$2.66M Sell
54,965
-750
-1% -$34.8K 0.59% 49
2013
Q3 		$2.43M Sell
55,715
-500
-0.9% -$21K 0.56% 49
2013
Q2 		$2.24M Buy
+56,215
New +$2.2M 0.55% 50

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Schaper Benz & Wise Investment Counsel's MRSH Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Marsh (MRSH) stake by 13% in Q2 2026, buying an estimated $596K and bringing the position to 31,304 shares worth $5.22M. The position accounts for 0.35% of the portfolio, ranked #74.

Schaper Benz & Wise Investment Counsel first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.22M in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 31,304 shares of Marsh worth $5.22M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 3,568 Marsh shares in Q2 2026, an estimated $596K.
  • Marsh made up 0.35% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • Schaper Benz & Wise Investment Counsel's Marsh position peaked at $6.22M in Q1 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.