SWM
MRSH

Segment Wealth Management’s Marsh MRSH Stock Holding History

Segment Wealth 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 		$14.3M Buy
85,875
+2,727
+3% +$456K 0.74% 47
2026
Q1 		$14.4M Buy
83,148
+5,413
+7% +$973K 0.85% 42
2025
Q4 		$14.4M Sell
77,735
-1,233
-2% -$230K 0.84% 40
2025
Q3 		$15.9M Buy
78,968
+932
+1% +$192K 0.95% 37
2025
Q2 		$17.1M Sell
78,036
-1,003
-1% -$226K 1.08% 28
2025
Q1 		$19.3M Sell
79,039
-667
-0.8% -$151K 1.3% 20
2024
Q4 		$16.9M Buy
79,706
+437
+0.6% +$96.9K 1.15% 27
2024
Q3 		$17.7M Buy
79,269
+350
+0.4% +$77.7K 1.22% 23
2024
Q2 		$16.6M Buy
78,919
+851
+1% +$175K 1.23% 22
2024
Q1 		$16.1M Buy
78,068
+2,891
+4% +$576K 1.22% 22
2023
Q4 		$14.2M Buy
75,177
+1,977
+3% +$382K 1.26% 19
2023
Q3 		$13.9M Buy
73,200
+872
+1% +$167K 1.42% 13
2023
Q2 		$13.6M Sell
72,328
-1,482
-2% -$263K 1.4% 12
2023
Q1 		$12.3M Buy
73,810
+468
+0.6% +$78K 1.39% 16
2022
Q4 		$12.1M Buy
73,342
+1,480
+2% +$242K 1.41% 16
2022
Q3 		$10.7M Buy
71,862
+1,318
+2% +$211K 1.34% 18
2022
Q2 		$11M Buy
70,544
+3,677
+5% +$589K 1.39% 14
2022
Q1 		$11.4M Buy
66,867
+4,186
+7% +$660K 1.17% 18
2021
Q4 		$10.9M Sell
62,681
-858
-1% -$143K 1.14% 21
2021
Q3 		$9.62M Buy
63,539
+438
+0.7% +$66.2K 1.14% 25
2021
Q2 		$8.88M Buy
63,101
+1,927
+3% +$258K 1.05% 34
2021
Q1 		$7.45M Buy
61,174
+2,221
+4% +$256K 0.99% 39
2020
Q4 		$6.9M Sell
58,953
-2,418
-4% -$275K 1% 39
2020
Q3 		$7.04M Sell
61,371
-273
-0.4% -$31.3K 1.14% 30
2020
Q2 		$6.62M Buy
61,644
+625
+1% +$63.3K 1.22% 24
2020
Q1 		$5.28M Buy
61,019
+3,347
+6% +$357K 1.18% 26
2019
Q4 		$6.42M Sell
57,672
-1,035
-2% -$108K 1.09% 23
2019
Q3 		$5.87M Buy
58,707
+1,194
+2% +$119K 1.15% 23
2019
Q2 		$5.74M Buy
57,513
+1,576
+3% +$151K 1.17% 22
2019
Q1 		$5.25M Buy
55,937
+640
+1% +$56.6K 1.11% 28
2018
Q4 		$4.41M Buy
55,297
+1,509
+3% +$126K 1.11% 28
2018
Q3 		$4.45M Buy
53,788
+454
+0.9% +$38.5K 0.97% 33
2018
Q2 		$4.37M Buy
53,334
+584
+1% +$47.7K 1.03% 30
2018
Q1 		$4.36M Buy
52,750
+1,496
+3% +$124K 1.08% 27
2017
Q4 		$4.17M Buy
51,254
+432
+0.9% +$35.9K 1.01% 29
2017
Q3 		$4.26M Buy
50,822
+658
+1% +$52.2K 1.13% 20
2017
Q2 		$3.91M Buy
50,164
+1,836
+4% +$139K 1.08% 23
2017
Q1 		$3.57M Buy
48,328
+181
+0.4% +$12.9K 1.16% 21
2016
Q4 		$3.25M Buy
48,147
+391
+0.8% +$26.2K 1.19% 22
2016
Q3 		$3.21M Buy
47,756
+2,049
+4% +$137K 1.26% 23
2016
Q2 		$3.13M Sell
45,707
-7,095
-13% -$456K 1.29% 24
2016
Q1 		$3.21M Buy
52,802
+709
+1% +$39.7K 1.2% 31
2015
Q4 		$2.89M Buy
52,093
+1,507
+3% +$83.1K 1.1% 32
2015
Q3 		$2.64M Buy
50,586
+3,079
+6% +$172K 1.01% 38
2015
Q2 		$2.69M Buy
47,507
+1
+0% +$58 0.94% 38
2015
Q1 		$2.67M Buy
47,506
+6,157
+15% +$347K 0.89% 38
2014
Q4 		$2.37M Buy
41,349
+1,936
+5% +$106K 0.91% 38
2014
Q3 		$2.06M Buy
39,413
+1,780
+5% +$92.8K 0.79% 42
2014
Q2 		$1.95M Buy
37,633
+1,938
+5% +$96.3K 0.76% 41
2014
Q1 		$1.76M Buy
35,695
+4,551
+15% +$218K 0.82% 47
2013
Q4 		$1.51M Buy
31,144
+2,088
+7% +$96.8K 0.74% 51
2013
Q3 		$1.26M Sell
29,056
-110
-0.4% -$4.63K 0.69% 47
2013
Q2 		$1.16M Buy
+29,166
New +$1.14M 0.7% 46

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

Segment Wealth Management's MRSH Position: Q2 2026 in Review

Segment Wealth Management increased its Marsh (MRSH) stake by 3.3% in Q2 2026, buying an estimated $456K and bringing the position to 85,875 shares worth $14.3M. The position accounts for 0.74% of the portfolio, ranked #47.

Segment Wealth Management first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.3M in Q1 2025. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Segment Wealth Management held 85,875 shares of Marsh worth $14.3M as of Q2 2026.
  • Segment Wealth Management bought 2,727 Marsh shares in Q2 2026, an estimated $456K.
  • Marsh made up 0.74% of Segment Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Segment Wealth Management first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • Segment Wealth Management's Marsh position peaked at $19.3M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.