RWML
MRSH

RAFFA WEALTH MANAGEMENT, LLC’s Marsh MRSH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$17.8K Sell
107
-7
-6% -$1.17K ﹤0.01% 307
2026
Q1 		$19.8K Buy
114
+22
+24% +$3.96K ﹤0.01% 272
2025
Q4 		$17.1K Buy
92
+43
+88% +$8.04K ﹤0.01% 289
2025
Q3 		$9.88K Buy
49
+15
+44% +$3.08K ﹤0.01% 367
2025
Q2 		$7.43K Sell
34
-17
-33% -$3.84K ﹤0.01% 434
2025
Q1 		$12.4K Hold
51
– – ﹤0.01% 282
2024
Q4 		$10.8K Sell
51
-40
-44% -$8.87K ﹤0.01% 311
2024
Q3 		$20.3K Hold
91
– – ﹤0.01% 224
2024
Q2 		$19.2K Hold
91
– – 0.01% 330
2024
Q1 		$18.7K Hold
91
– – 0.01% 318
2023
Q4 		$17.2K Buy
91
+24
+36% +$4.64K 0.01% 220
2023
Q3 		$12.8K Hold
67
– – ﹤0.01% 237
2023
Q2 		$12.6K Hold
67
– – ﹤0.01% 249
2023
Q1 		$11.2K Hold
67
– – ﹤0.01% 279
2022
Q4 		$11.1K Sell
67
-11
-14% -$1.8K ﹤0.01% 269
2022
Q3 		$11.6K Buy
78
+11
+16% +$1.76K 0.01% 262
2022
Q2 		$10.4K Hold
67
– – ﹤0.01% 286
2022
Q1 		$11.4K Sell
67
-20
-23% -$3.15K ﹤0.01% 276
2021
Q4 		$15.1K Buy
87
+20
+30% +$3.32K 0.01% 245
2021
Q3 		$10.1K Buy
67
+28
+72% +$4.24K ﹤0.01% 259
2021
Q2 		$5.49K Sell
39
-51
-57% -$6.84K ﹤0.01% 362
2021
Q1 		$11K Buy
90
+10
+13% +$1.15K ﹤0.01% 270
2020
Q4 		$9.36K Hold
80
– – ﹤0.01% 259
2020
Q3 		$9.18K Buy
80
+12
+18% +$1.38K ﹤0.01% 245
2020
Q2 		$7.3K Hold
68
– – ﹤0.01% 259
2020
Q1 		$5.88K Buy
68
+17
+33% +$1.81K ﹤0.01% 254
2019
Q4 		$5.68K Hold
51
– – ﹤0.01% 264
2019
Q3 		$5.1K Buy
+51
New +$5.1K ﹤0.01% 272
2019
Q2 		– Sell
-51
Closed -$4.79K – 1133
2019
Q1 		$4.79K Hold
51
– – ﹤0.01% 234
2018
Q4 		$4.07K Hold
51
– – ﹤0.01% 261
2018
Q3 		$4.22K Hold
51
– – ﹤0.01% 275
2018
Q2 		$4.18K Hold
51
– – ﹤0.01% 267
2018
Q1 		$4.21K Buy
+51
New +$4.22K ﹤0.01% 261
2017
Q1 		– Sell
-8
Closed -$541 – 669
2016
Q4 		$541 Hold
8
– – ﹤0.01% 724
2016
Q3 		$538 Hold
8
– – ﹤0.01% 692
2016
Q2 		$548 Buy
+8
New +$514 ﹤0.01% 639

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

RAFFA WEALTH MANAGEMENT, LLC's MRSH Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Marsh (MRSH) stake by 6.1% in Q2 2026, selling an estimated $1.17K and leaving 107 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MRSH in Q2 2016 and has held it in 36 quarters since. The position peaked at $20.3K in Q3 2024. 490 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 107 shares of Marsh worth $17.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 7 Marsh shares in Q2 2026, an estimated $1.17K.
  • Marsh made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #307 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Marsh in Q2 2016 and has held it in 36 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Marsh position peaked at $20.3K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.