SRWM
MRSH

Shira Ridge Wealth Management’s Marsh MRSH Stock Holding History

Shira Ridge 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 		$446K Sell
2,673
-968
-27% -$162K 0.16% 54
2026
Q1 		$632K Hold
3,641
– – 0.25% 44
2025
Q4 		$675K Sell
3,641
-28
-0.8% -$5.23K 0.27% 43
2025
Q3 		$739K Buy
3,669
+3
+0.1% +$617 0.31% 41
2025
Q2 		$802K Sell
3,666
-52
-1% -$11.7K 0.37% 38
2025
Q1 		$907K Sell
3,718
-3
-0.1% -$681 0.45% 35
2024
Q4 		$790K Buy
3,721
+22
+0.6% +$4.88K 0.39% 39
2024
Q3 		$825K Sell
3,699
-8
-0.2% -$1.78K 0.42% 39
2024
Q2 		$781K Buy
3,707
+38
+1% +$7.81K 0.44% 37
2024
Q1 		$756K Hold
3,669
– – 0.43% 39
2023
Q4 		$695K Buy
3,669
+79
+2% +$15.3K 0.42% 42
2023
Q3 		$683K Sell
3,590
-2
-0.1% -$383 0.45% 36
2023
Q2 		$676K Buy
3,592
+548
+18% +$97.2K 0.42% 36
2023
Q1 		$507K Hold
3,044
– – 0.33% 44
2022
Q4 		$504K Buy
+3,044
New +$498K 0.35% 43

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Shira Ridge Wealth Management's MRSH Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Marsh (MRSH) stake by 27% in Q2 2026, selling an estimated $162K and leaving 2,673 shares worth $446K. The position accounts for 0.16% of the portfolio, ranked #54.

Shira Ridge Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $907K in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Shira Ridge Wealth Management held 2,673 shares of Marsh worth $446K as of Q2 2026.
  • Shira Ridge Wealth Management sold 968 Marsh shares in Q2 2026, an estimated $162K.
  • Marsh made up 0.16% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Shira Ridge Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Marsh position peaked at $907K in Q1 2025.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.