SAM
MRSH

Sompo Asset Management’s Marsh MRSH Stock Holding History

Sompo Asset 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 		$805K Sell
4,830
-950
-16% -$159K 0.13% 93
2026
Q1 		$1M Sell
5,780
-420
-7% -$75.5K 0.18% 81
2025
Q4 		$1.15M Sell
6,200
-1,720
-22% -$322K 0.2% 78
2025
Q3 		$1.6M Sell
7,920
-1,920
-20% -$395K 0.27% 65
2025
Q2 		$2.15M Sell
9,840
-2,080
-17% -$470K 0.37% 51
2025
Q1 		$2.91M Sell
11,920
-8,350
-41% -$1.89M 0.54% 46
2024
Q4 		$4.31M Sell
20,270
-990
-5% -$220K 0.73% 39
2024
Q3 		$4.74M Buy
21,260
+1,580
+8% +$351K 0.74% 40
2024
Q2 		$4.15M Sell
19,680
-1,400
-7% -$288K 0.7% 41
2024
Q1 		$4.34M Sell
21,080
-1,040
-5% -$207K 0.71% 40
2023
Q4 		$4.19M Sell
22,120
-320
-1% -$61.8K 0.76% 38
2023
Q3 		$4.27M Sell
22,440
-1,580
-7% -$303K 0.94% 25
2023
Q2 		$4.52M Buy
24,020
+3,070
+15% +$545K 0.84% 32
2023
Q1 		$3.49M Buy
20,950
+3,180
+18% +$530K 0.73% 40
2022
Q4 		$2.94M Sell
17,770
-1,850
-9% -$303K 0.67% 45
2022
Q3 		$2.93M Sell
19,620
-950
-5% -$152K 0.75% 38
2022
Q2 		$3.19M Sell
20,570
-8,610
-30% -$1.38M 0.81% 37
2022
Q1 		$4.97M Sell
29,180
-810
-3% -$128K 1.08% 28
2021
Q4 		$5.21M Sell
29,990
-2,730
-8% -$453K 1.04% 26
2021
Q3 		$4.95M Sell
32,720
-5,400
-14% -$817K 1.14% 21
2021
Q2 		$5.36M Buy
38,120
+350
+0.9% +$46.9K 1.1% 27
2021
Q1 		$4.6M Sell
37,770
-11,420
-23% -$1.32M 1.05% 29
2020
Q4 		$5.75M Buy
49,190
+9,040
+23% +$1.03M 1.25% 24
2020
Q3 		$4.61M Sell
40,150
-3,850
-9% -$441K 1.11% 28
2020
Q2 		$4.72M Buy
44,000
+14,850
+51% +$1.5M 1.2% 24
2020
Q1 		$2.52M Buy
29,150
+17,440
+149% +$1.86M 0.67% 49
2019
Q4 		$1.3M Sell
11,710
-10
-0.1% -$1.04K 0.31% 76
2019
Q3 		$1.17M Buy
11,720
+40
+0.3% +$4K 0.29% 73
2019
Q2 		$1.17M Buy
11,680
+190
+2% +$18.2K 0.35% 65
2019
Q1 		$1.08M Sell
11,490
-3,310
-22% -$293K 0.34% 68
2018
Q4 		$2.55M Buy
+14,800
New +$1.23M 0.75% 46
2017
Q1 		– Sell
-58,520
Closed -$3.96M – 104
2016
Q4 		$3.96M Buy
+58,520
New +$3.92M 0.51% 71

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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Sompo Asset Management's MRSH Position: Q2 2026 in Review

Sompo Asset Management reduced its Marsh (MRSH) stake by 16% in Q2 2026, selling an estimated $159K and leaving 4,830 shares worth $805K. The position accounts for 0.13% of the portfolio, ranked #93.

Sompo Asset Management first reported a position in MRSH in Q4 2016 and has held it in 32 quarters since. The position peaked at $5.75M in Q4 2020. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sompo Asset Management held 4,830 shares of Marsh worth $805K as of Q2 2026.
  • Sompo Asset Management sold 950 Marsh shares in Q2 2026, an estimated $159K.
  • Marsh made up 0.13% of Sompo Asset Management's portfolio in Q2 2026, its #93 holding.
  • Sompo Asset Management first reported a position in Marsh in Q4 2016 and has held it in 32 quarters since.
  • Sompo Asset Management's Marsh position peaked at $5.75M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.