SEIA
MRSH

Signature Estate & Investment Advisors’s Marsh MRSH Stock Holding History

Signature Estate & Investment 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 		$215K Buy
1,287
+15
+1% +$2.51K ﹤0.01% 633
2026
Q1 		$221K Sell
1,272
-33
-3% -$5.93K ﹤0.01% 608
2025
Q4 		$242K Sell
1,305
-21
-2% -$3.92K ﹤0.01% 547
2025
Q3 		$267K Sell
1,326
-31
-2% -$6.38K 0.01% 516
2025
Q2 		$297K Sell
1,357
-4
-0.3% -$903 0.01% 467
2025
Q1 		$332K Buy
1,361
+21
+2% +$4.76K 0.01% 421
2024
Q4 		$285K Sell
1,340
-111
-8% -$24.6K 0.01% 430
2024
Q3 		$324K Buy
1,451
+106
+8% +$23.5K 0.01% 386
2024
Q2 		$283K Buy
+1,345
New +$276K 0.01% 403

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

Signature Estate & Investment Advisors's MRSH Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Marsh (MRSH) stake by 1.2% in Q2 2026, buying an estimated $2.51K and bringing the position to 1,287 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Signature Estate & Investment Advisors first reported a position in MRSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $332K in Q1 2025. 880 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,287 shares of Marsh worth $215K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 15 Marsh shares in Q2 2026, an estimated $2.51K.
  • Marsh made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • Signature Estate & Investment Advisors first reported a position in Marsh in Q2 2024 and has held it in 9 quarters since.
  • Signature Estate & Investment Advisors's Marsh position peaked at $332K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.