SCA
MRSH

Stokes Capital Advisors’s Marsh MRSH Stock Holding History

Stokes Capital 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 		$4.41M Sell
26,448
-10,302
-28% -$1.72M 0.94% 39
2026
Q1 		$6.37M Sell
36,750
-1,702
-4% -$306K 1.43% 34
2025
Q4 		$7.13M Sell
38,452
-4,139
-10% -$774K 1.63% 27
2025
Q3 		$8.58M Buy
42,591
+842
+2% +$173K 2% 20
2025
Q2 		$9.13M Buy
41,749
+2,555
+7% +$577K 2.23% 15
2025
Q1 		$9.56M Buy
39,194
+1,228
+3% +$279K 2.43% 13
2024
Q4 		$8.06M Buy
37,966
+699
+2% +$155K 2.08% 17
2024
Q3 		$8.31M Sell
37,267
-109
-0.3% -$24.2K 2.13% 17
2024
Q2 		$7.88M Buy
37,376
+2,149
+6% +$441K 2.19% 15
2024
Q1 		$7.26M Buy
35,227
+465
+1% +$92.7K 2.11% 19
2023
Q4 		$6.59M Buy
34,762
+2,390
+7% +$462K 2.08% 19
2023
Q3 		$6.16M Sell
32,372
-332
-1% -$63.6K 2.15% 15
2023
Q2 		$6.15M Sell
32,704
-330
-1% -$58.6K 2.07% 19
2023
Q1 		$5.5M Sell
33,034
-214
-0.6% -$35.6K 1.87% 27
2022
Q4 		$5.5M Buy
33,248
+897
+3% +$147K 1.89% 27
2022
Q3 		$4.83M Buy
32,351
+341
+1% +$54.7K 1.8% 25
2022
Q2 		$4.97M Buy
32,010
+680
+2% +$109K 1.74% 26
2022
Q1 		$5.34M Buy
31,330
+913
+3% +$144K 1.56% 34
2021
Q4 		$5.29M Sell
30,417
-924
-3% -$153K 1.57% 34
2021
Q3 		$4.75M Sell
31,341
-655
-2% -$99.1K 1.53% 34
2021
Q2 		$4.5M Buy
31,996
+355
+1% +$47.6K 1.48% 36
2021
Q1 		$3.85M Buy
31,641
+1,118
+4% +$129K 1.58% 36
2020
Q4 		$3.57M Buy
30,523
+1,392
+5% +$158K 1.55% 36
2020
Q3 		$3.34M Buy
29,131
+1,004
+4% +$115K 1.61% 31
2020
Q2 		$3.02M Sell
28,127
-55
-0.2% -$5.57K 1.6% 32
2020
Q1 		$2.44M Sell
28,182
-288
-1% -$30.7K 1.46% 31
2019
Q4 		$3.17M Sell
28,470
-215
-0.7% -$22.5K 1.6% 31
2019
Q3 		$2.87M Sell
28,685
-225
-0.8% -$22.5K 1.55% 33
2019
Q2 		$2.88M Sell
28,910
-180
-0.6% -$17.2K 1.64% 29
2019
Q1 		$2.73M Buy
29,090
+625
+2% +$55.3K 1.65% 27
2018
Q4 		$2.27M Buy
28,465
+1,595
+6% +$133K 1.57% 26
2018
Q3 		$2.22M Buy
26,870
+315
+1% +$26.7K 1.36% 31
2018
Q2 		$2.18M Buy
26,555
+950
+4% +$77.6K 1.42% 25
2018
Q1 		$2.12M Buy
25,605
+838
+3% +$69.4K 1.38% 30
2017
Q4 		$2.02M Buy
+24,767
New +$2.06M 1.36% 31

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

Stokes Capital Advisors's MRSH Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Marsh (MRSH) stake by 28% in Q2 2026, selling an estimated $1.72M and leaving 26,448 shares worth $4.41M. The position accounts for 0.94% of the portfolio, ranked #39.

Stokes Capital Advisors first reported a position in MRSH in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.56M in Q1 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Stokes Capital Advisors held 26,448 shares of Marsh worth $4.41M as of Q2 2026.
  • Stokes Capital Advisors sold 10,302 Marsh shares in Q2 2026, an estimated $1.72M.
  • Marsh made up 0.94% of Stokes Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Stokes Capital Advisors first reported a position in Marsh in Q4 2017 and has held it in 35 quarters since.
  • Stokes Capital Advisors's Marsh position peaked at $9.56M in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.