VWM
MRSH

Venturi Wealth Management’s Marsh MRSH Stock Holding History

Venturi 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 		$1.07M Buy
6,433
+331
+5% +$55.3K 0.04% 217
2026
Q1 		$1.06M Buy
6,102
+1,607
+36% +$289K 0.05% 195
2025
Q4 		$834K Sell
4,495
-111
-2% -$20.7K 0.04% 230
2025
Q3 		$928K Sell
4,606
-2,637
-36% -$542K 0.04% 206
2025
Q2 		$1.58M Sell
7,243
-258
-3% -$58.2K 0.08% 146
2025
Q1 		$1.83M Buy
7,501
+18
+0.2% +$4.08K 0.1% 130
2024
Q4 		$1.59M Sell
7,483
-206
-3% -$45.7K 0.08% 151
2024
Q3 		$1.72M Sell
7,689
-1,020
-12% -$226K 0.09% 127
2024
Q2 		$1.84M Buy
8,709
+2,177
+33% +$447K 0.11% 113
2024
Q1 		$1.35M Buy
6,532
+1,433
+28% +$286K 0.09% 144
2023
Q4 		$966K Sell
5,099
-309
-6% -$59.7K 0.07% 176
2023
Q3 		$1.03M Sell
5,408
-155
-3% -$29.7K 0.08% 150
2023
Q2 		$1.05M Buy
5,563
+209
+4% +$37.1K 0.08% 146
2023
Q1 		$892K Sell
5,354
-281
-5% -$46.8K 0.07% 174
2022
Q4 		$932K Sell
5,635
-58
-1% -$9.48K 0.08% 170
2022
Q3 		$850K Sell
5,693
-128
-2% -$20.5K 0.08% 157
2022
Q2 		$904K Sell
5,821
-110
-2% -$17.6K 0.08% 150
2022
Q1 		$1.01M Buy
5,931
+129
+2% +$20.3K 0.08% 158
2021
Q4 		$1.01M Sell
5,802
-375
-6% -$62.3K 0.08% 166
2021
Q3 		$935K Buy
6,177
+10
+0.2% +$1.51K 0.08% 167
2021
Q2 		$868K Buy
6,167
+65
+1% +$8.71K 0.08% 174
2021
Q1 		$743K Sell
6,102
-85
-1% -$9.79K 0.07% 191
2020
Q4 		$724K Buy
6,187
+1,056
+21% +$120K 0.08% 183
2020
Q3 		$589K Buy
+5,131
New +$588K 0.07% 192

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

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

Venturi Wealth Management increased its Marsh (MRSH) stake by 5.4% in Q2 2026, buying an estimated $55.3K and bringing the position to 6,433 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #217.

Venturi Wealth Management first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q2 2024. 249 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Venturi Wealth Management held 6,433 shares of Marsh worth $1.07M as of Q2 2026.
  • Venturi Wealth Management bought 331 Marsh shares in Q2 2026, an estimated $55.3K.
  • Marsh made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Venturi Wealth Management first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
  • Venturi Wealth Management's Marsh position peaked at $1.84M in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.