VF
MRSH

Vest Financial’s Marsh MRSH Stock Holding History

Vest 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 		$392K Buy
2,351
+126
+6% +$21.1K ﹤0.01% 396
2026
Q1 		$386K Buy
2,225
+296
+15% +$53.2K ﹤0.01% 380
2025
Q4 		$358K Buy
1,929
+429
+29% +$80.2K ﹤0.01% 387
2025
Q3 		$302K Buy
1,500
+530
+55% +$109K ﹤0.01% 392
2025
Q2 		$212K Hold
970
– – ﹤0.01% 394
2025
Q1 		$237K Buy
+970
New +$220K ﹤0.01% 386

Other funds holding MRSH

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Vest Financial's MRSH Position: Q2 2026 in Review

Vest Financial increased its Marsh (MRSH) stake by 5.7% in Q2 2026, buying an estimated $21.1K and bringing the position to 2,351 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Vest Financial first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Vest Financial held 2,351 shares of Marsh worth $392K as of Q2 2026.
  • Vest Financial bought 126 Marsh shares in Q2 2026, an estimated $21.1K.
  • Marsh made up ﹤0.01% of Vest Financial's portfolio in Q2 2026, its #396 holding.
  • Vest Financial first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.