SW
MRSH

SlateStone Wealth’s Marsh MRSH Stock Holding History

SlateStone Wealth’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 		$213K Sell
1,277
-28
-2% -$4.68K 0.02% 279
2026
Q1 		$226K Sell
1,305
-244
-16% -$43.9K 0.02% 277
2025
Q4 		$287K Buy
1,549
+31
+2% +$5.79K 0.02% 262
2025
Q3 		$306K Buy
1,518
+2
+0.1% +$411 0.03% 248
2025
Q2 		$332K Sell
1,516
-17
-1% -$3.84K 0.03% 239
2025
Q1 		$374K Buy
1,533
+2
+0.1% +$454 0.04% 223
2024
Q4 		$325K Sell
1,531
-44
-3% -$9.76K 0.03% 239
2024
Q3 		$351K Buy
1,575
+2
+0.1% +$444 0.03% 233
2024
Q2 		$332K Buy
1,573
+249
+19% +$51.2K 0.04% 233
2024
Q1 		$273K Buy
1,324
+145
+12% +$28.9K 0.03% 241
2023
Q4 		$223K Buy
+1,179
New +$228K 0.03% 218

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
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
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

SlateStone Wealth's MRSH Position: Q2 2026 in Review

SlateStone Wealth reduced its Marsh (MRSH) stake by 2.1% in Q2 2026, selling an estimated $4.68K and leaving 1,277 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #279.

SlateStone Wealth first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q1 2025. 270 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SlateStone Wealth held 1,277 shares of Marsh worth $213K as of Q2 2026.
  • SlateStone Wealth sold 28 Marsh shares in Q2 2026, an estimated $4.68K.
  • Marsh made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #279 holding.
  • SlateStone Wealth first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • SlateStone Wealth's Marsh position peaked at $374K in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.