SI
MRSH

Scharf Investments’s Marsh MRSH Stock Holding History

Scharf Investments’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 		$57.4M Sell
344,395
-104,948
-23% -$17.5M 1.9% 24
2026
Q1 		$77.9M Buy
449,343
+91,579
+26% +$16.5M 2.4% 22
2025
Q4 		$66.4M Buy
+357,764
New +$66.9M 1.78% 28

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Scharf Investments's MRSH Position: Q2 2026 in Review

Scharf Investments reduced its Marsh (MRSH) stake by 23% in Q2 2026, selling an estimated $17.5M and leaving 344,395 shares worth $57.4M. The position accounts for 1.9% of the portfolio, ranked #24.

Scharf Investments first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $77.9M in Q1 2026. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Scharf Investments held 344,395 shares of Marsh worth $57.4M as of Q2 2026.
  • Scharf Investments sold 104,948 Marsh shares in Q2 2026, an estimated $17.5M.
  • Marsh made up 1.9% of Scharf Investments's portfolio in Q2 2026, its #24 holding.
  • Scharf Investments first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Scharf Investments's Marsh position peaked at $77.9M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.