TWM
MRSH

Thrive Wealth Management’s Marsh MRSH Stock Holding History

Thrive 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 		$388K Sell
2,328
-109
-4% -$18.2K 0.05% 159
2026
Q1 		$423K Sell
2,437
-373
-13% -$67.1K 0.06% 135
2025
Q4 		$521K Sell
2,810
-791
-22% -$148K 0.08% 125
2025
Q3 		$726K Buy
3,601
+382
+12% +$78.6K 0.11% 104
2025
Q2 		$704K Sell
3,219
-220
-6% -$49.7K 0.11% 100
2025
Q1 		$839K Buy
3,439
+322
+10% +$73.1K 0.16% 83
2024
Q4 		$662K Sell
3,117
-17
-0.5% -$3.77K 0.12% 94
2024
Q3 		$699K Sell
3,134
-46
-1% -$10.2K 0.13% 90
2024
Q2 		$670K Buy
3,180
+25
+0.8% +$5.14K 0.13% 92
2024
Q1 		$650K Sell
3,155
-37
-1% -$7.37K 0.13% 92
2023
Q4 		$605K Sell
3,192
-100
-3% -$19.3K 0.13% 95
2023
Q3 		$626K Buy
3,292
+95
+3% +$18.2K 0.17% 84
2023
Q2 		$601K Buy
3,197
+48
+2% +$8.52K 0.16% 86
2023
Q1 		$524K Buy
3,149
+217
+7% +$36.1K 0.13% 96
2022
Q4 		$485K Sell
2,932
-886
-23% -$145K 0.14% 90
2022
Q3 		$570K Buy
3,818
+484
+15% +$77.7K 0.2% 74
2022
Q2 		$518K Sell
3,334
-109
-3% -$17.5K 0.18% 74
2022
Q1 		$587K Buy
3,443
+764
+29% +$120K 0.17% 66
2021
Q4 		$466K Buy
+2,679
New +$445K 0.16% 83

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

Thrive Wealth Management's MRSH Position: Q2 2026 in Review

Thrive Wealth Management reduced its Marsh (MRSH) stake by 4.5% in Q2 2026, selling an estimated $18.2K and leaving 2,328 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #159.

Thrive Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $839K in Q1 2025. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Thrive Wealth Management held 2,328 shares of Marsh worth $388K as of Q2 2026.
  • Thrive Wealth Management sold 109 Marsh shares in Q2 2026, an estimated $18.2K.
  • Marsh made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Thrive Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Marsh position peaked at $839K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.