SCP
MRSH

Sivia Capital Partners’s Marsh MRSH Stock Holding History

Sivia Capital Partners’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 		– Sell
-21,902
Closed -$3.8M – 585
2026
Q1 		$3.8M Buy
21,902
+15,344
+234% +$2.76M 0.74% 18
2025
Q4 		$1.22M Buy
6,558
+4,878
+290% +$912K 0.25% 84
2025
Q3 		$339K Buy
1,680
+510
+44% +$105K 0.1% 278
2025
Q2 		$256K Sell
1,170
-69
-6% -$15.6K 0.09% 337
2025
Q1 		$302K Buy
1,239
+96
+8% +$21.8K 0.14% 156
2024
Q4 		$243K Buy
1,143
+4
+0.4% +$887 0.12% 147
2024
Q3 		$254K Buy
1,139
+3
+0.3% +$666 0.15% 145
2024
Q2 		$239K Hold
1,136
– – 0.16% 146
2024
Q1 		$234K Buy
1,136
+2
+0.2% +$399 0.16% 147
2023
Q4 		$215K Buy
+1,134
New +$219K 0.16% 150

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
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

Sivia Capital Partners's MRSH Position: Q2 2026 in Review

Sivia Capital Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 21,902 shares — an estimated $3.8M sold.

Sivia Capital Partners first reported a position in MRSH in Q4 2023 and held it in 10 quarters. The position peaked at $3.8M in Q1 2026. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sivia Capital Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 21,902 Marsh shares in Q2 2026, an estimated $3.8M.
  • Sivia Capital Partners first reported a position in Marsh in Q4 2023 and held it in 10 quarters.
  • Sivia Capital Partners's Marsh position peaked at $3.8M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.