UFF
MRSH

USA FINANCIAL FORMULAS’s Marsh MRSH Stock Holding History

USA FINANCIAL FORMULAS’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 		$77.7K Buy
+466
New +$77.9K 0.01% 217

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

USA FINANCIAL FORMULAS's MRSH Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Marsh (MRSH) in Q2 2026: 466 shares worth $77.7K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

728 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • USA FINANCIAL FORMULAS held 466 shares of Marsh worth $77.7K as of Q2 2026.
  • Marsh was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Marsh made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #217 holding.
  • 728 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.