UF
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Univest Financial’s Marsh MRSH Stock Holding History

Univest Financial’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 		$2.88M Sell
17,291
-440
-2% -$73.6K 0.14% 106
2026
Q1 		$3.08M Buy
17,731
+3,063
+21% +$551K 0.17% 91
2025
Q4 		$2.72M Sell
14,668
-2,401
-14% -$449K 0.14% 108
2025
Q3 		$3.44M Buy
17,069
+9,493
+125% +$1.95M 0.19% 87
2025
Q2 		$1.66M Sell
7,576
-1,076
-12% -$243K 0.1% 121
2025
Q1 		$2.11M Sell
8,652
-251
-3% -$56.9K 0.14% 114
2024
Q4 		$1.89M Sell
8,903
-399
-4% -$88.5K 0.12% 119
2024
Q3 		$2.08M Buy
+9,302
New +$2.06M 0.14% 108

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Univest Financial's MRSH Position: Q2 2026 in Review

Univest Financial reduced its Marsh (MRSH) stake by 2.5% in Q2 2026, selling an estimated $73.6K and leaving 17,291 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #106.

Univest Financial first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.44M in Q3 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Univest Financial held 17,291 shares of Marsh worth $2.88M as of Q2 2026.
  • Univest Financial sold 440 Marsh shares in Q2 2026, an estimated $73.6K.
  • Marsh made up 0.14% of Univest Financial's portfolio in Q2 2026, its #106 holding.
  • Univest Financial first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
  • Univest Financial's Marsh position peaked at $3.44M in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.