WA
MRSH

Waddell & Associates’s Marsh MRSH Stock Holding History

Waddell & Associates’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 		$720K Sell
4,319
-2,975
-41% -$497K 0.04% 184
2026
Q1 		$1.27M Buy
7,294
+6,155
+540% +$1.11M 0.07% 88
2025
Q4 		$211K Buy
+1,139
New +$213K 0.01% 349

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

Waddell & Associates's MRSH Position: Q2 2026 in Review

Waddell & Associates reduced its Marsh (MRSH) stake by 41% in Q2 2026, selling an estimated $497K and leaving 4,319 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #184.

Waddell & Associates first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 469 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Waddell & Associates held 4,319 shares of Marsh worth $720K as of Q2 2026.
  • Waddell & Associates sold 2,975 Marsh shares in Q2 2026, an estimated $497K.
  • Marsh made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #184 holding.
  • Waddell & Associates first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Waddell & Associates's Marsh position peaked at $1.27M in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.