SL
MRSH

SWMG LLC’s Marsh MRSH Stock Holding History

SWMG LLC’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
-3,206
Closed -$556K – 120
2026
Q1 		$556K Sell
3,206
-341
-10% -$61.3K 0.16% 61
2025
Q4 		$656K Sell
3,547
-567
-14% -$106K 0.18% 57
2025
Q3 		$774K Buy
4,114
+1,064
+35% +$219K 0.23% 53
2025
Q2 		$629K Buy
3,050
+364
+14% +$82.2K 0.21% 67
2025
Q1 		$589K Sell
2,686
-24
-0.9% -$5.45K 0.23% 67
2024
Q4 		$589K Sell
2,710
-9
-0.3% -$2K 0.23% 65
2024
Q3 		$614K Buy
+2,719
New +$604K 0.25% 64

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

SWMG LLC's MRSH Position: Q2 2026 in Review

SWMG LLC sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,206 shares — an estimated $556K sold.

SWMG LLC first reported a position in MRSH in Q3 2024 and held it in 7 quarters. The position peaked at $774K in Q3 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SWMG LLC reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 3,206 Marsh shares in Q2 2026, an estimated $556K.
  • SWMG LLC first reported a position in Marsh in Q3 2024 and held it in 7 quarters.
  • SWMG LLC's Marsh position peaked at $774K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.