UBP
MRSH

Union Bancaire Privee’s Marsh MRSH Stock Holding History

Union Bancaire Privee’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 		$7.08M Buy
23,950
+1,734
+8% +$290K 0.08% 147
2026
Q1 		$6.87M Sell
22,216
-3,462
-13% -$622K 0.1% 132
2025
Q4 		$8.05M Sell
25,678
-14,080
-35% -$2.63M 0.1% 129
2025
Q3 		$11M Sell
39,758
-101,537
-72% -$20.9M 0.16% 89
2025
Q2 		$33.4M Buy
141,295
+22,384
+19% +$5.05M 0.49% 46
2025
Q1 		$28.5M Buy
118,911
+69,314
+140% +$15.7M 0.55% 38
2024
Q4 		$10.4M Buy
+49,597
New +$11M 0.18% 70

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

Union Bancaire Privee's MRSH Position: Q2 2026 in Review

Union Bancaire Privee increased its Marsh (MRSH) stake by 7.8% in Q2 2026, buying an estimated $290K and bringing the position to 23,950 shares worth $7.08M. The position accounts for 0.08% of the portfolio, ranked #147.

Union Bancaire Privee first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.4M in Q2 2025. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Union Bancaire Privee held 23,950 shares of Marsh worth $7.08M as of Q2 2026.
  • Union Bancaire Privee bought 1,734 Marsh shares in Q2 2026, an estimated $290K.
  • Marsh made up 0.08% of Union Bancaire Privee's portfolio in Q2 2026, its #147 holding.
  • Union Bancaire Privee first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Marsh position peaked at $33.4M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.