VWA
MRSH

Valued Wealth Advisors’s Marsh MRSH Stock Holding History

Valued Wealth Advisors’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 		$4.05K Hold
24
– – ﹤0.01% 490
2026
Q1 		$4.23K Sell
24
-2
-8% -$360 ﹤0.01% 428
2025
Q4 		$4.89K Sell
26
-9
-26% -$1.68K ﹤0.01% 308
2025
Q3 		$7.08K Sell
35
-7
-17% -$1.44K ﹤0.01% 248
2025
Q2 		$9.21K Buy
42
+4
+11% +$903 ﹤0.01% 222
2025
Q1 		$9.29K Hold
38
– – 0.01% 236
2024
Q4 		$8.07K Buy
38
+2
+6% +$444 0.01% 254
2024
Q3 		$8.03K Buy
36
+6
+20% +$1.33K 0.01% 241
2024
Q2 		$6.32K Buy
30
+3
+11% +$616 ﹤0.01% 251
2024
Q1 		$5.56K Buy
27
+9
+50% +$1.79K ﹤0.01% 241
2023
Q4 		$3.43K Buy
+18
New +$3.48K ﹤0.01% 245

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Valued Wealth Advisors's MRSH Position: Q2 2026 in Review

Valued Wealth Advisors held its Marsh (MRSH) position steady in Q2 2026 at 24 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Valued Wealth Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.29K in Q1 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Valued Wealth Advisors held 24 shares of Marsh worth $4.05K as of Q2 2026.
  • Valued Wealth Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • Valued Wealth Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Marsh position peaked at $9.29K in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.