SSWM
MRSH

Smith Salley Wealth Management’s Marsh MRSH Stock Holding History

Smith Salley 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 		$1.16M Buy
6,963
+187
+3% +$31.3K 0.05% 151
2026
Q1 		$1.18M Buy
6,776
+1,255
+23% +$226K 0.06% 144
2025
Q4 		$1.02M Buy
5,521
+237
+4% +$44.3K 0.05% 152
2025
Q3 		$1.06M Buy
5,284
+1,947
+58% +$400K 0.05% 149
2025
Q2 		$730K Buy
3,337
+688
+26% +$155K 0.04% 159
2025
Q1 		$646K Buy
2,649
+538
+25% +$122K 0.04% 161
2024
Q4 		$448K Buy
2,111
+45
+2% +$9.98K 0.03% 176
2024
Q3 		$461K Sell
2,066
-10
-0.5% -$2.22K 0.03% 178
2024
Q2 		$437K Sell
2,076
-27
-1% -$5.55K 0.03% 173
2024
Q1 		$433K Buy
2,103
+419
+25% +$83.5K 0.03% 174
2023
Q4 		$319K Buy
1,684
+74
+5% +$14.3K 0.02% 206
2023
Q3 		$306K Sell
1,610
-4
-0.2% -$767 0.02% 197
2023
Q2 		$304K Buy
1,614
+237
+17% +$42.1K 0.02% 196
2023
Q1 		$229K Sell
1,377
-34
-2% -$5.66K 0.02% 213
2022
Q4 		$233K Hold
1,411
– – 0.02% 207
2022
Q3 		$211K Buy
1,411
+11
+0.8% +$1.76K 0.02% 203
2022
Q2 		$217K Hold
1,400
– – 0.02% 211
2022
Q1 		$239K Buy
+1,400
New +$221K 0.02% 214

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
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Smith Salley Wealth Management's MRSH Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Marsh (MRSH) stake by 2.8% in Q2 2026, buying an estimated $31.3K and bringing the position to 6,963 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #151.

Smith Salley Wealth Management first reported a position in MRSH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2026. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Smith Salley Wealth Management held 6,963 shares of Marsh worth $1.16M as of Q2 2026.
  • Smith Salley Wealth Management bought 187 Marsh shares in Q2 2026, an estimated $31.3K.
  • Marsh made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Smith Salley Wealth Management first reported a position in Marsh in Q1 2022 and has held it in 18 quarters since.
  • Smith Salley Wealth Management's Marsh position peaked at $1.18M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.