Wealth Enhancement Advisory Services
MRSH

Wealth Enhancement Advisory Services’s Marsh MRSH Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.7M Sell
96,143
-13,719
-12% -$2.29M 0.03% 498
2026
Q1 		$18M Buy
109,862
+23,424
+27% +$4.21M 0.04% 425
2025
Q4 		$16M Sell
86,438
-104,960
-55% -$19.6M 0.02% 542
2025
Q3 		$39M Buy
191,398
+50,369
+36% +$10.4M 0.06% 289
2025
Q2 		$30.3M Buy
141,029
+37,478
+36% +$8.46M 0.05% 315
2025
Q1 		$25.3M Buy
103,551
+52,218
+102% +$11.8M 0.05% 339
2024
Q4 		$10.9M Buy
51,333
+2,690
+6% +$597K 0.02% 534
2024
Q3 		$10.9M Sell
48,643
-13,329
-22% -$2.96M 0.02% 490
2024
Q2 		$13.1M Buy
61,972
+7,735
+14% +$1.59M 0.03% 415
2024
Q1 		$11.2M Buy
54,237
+8,471
+19% +$1.69M 0.03% 443
2023
Q4 		$8.67M Sell
45,766
-13,665
-23% -$2.64M 0.03% 475
2023
Q3 		$11.3M Buy
59,431
+32,741
+123% +$6.28M 0.04% 380
2023
Q2 		$5.02M Buy
26,690
+23,572
+756% +$4.18M 0.05% 131
2023
Q1 		$519K Sell
3,118
-37,295
-92% -$6.21M 0.01% 383
2022
Q4 		$6.95M Buy
+40,413
New +$6.61M 0.09% 104
2017
Q2 		– Sell
-11,331
Closed -$833K – 172
2017
Q1 		$833K Sell
11,331
-10,298
-48% -$736K 0.09% 101
2016
Q4 		$1.46M Buy
21,629
+7,596
+54% +$509K 0.18% 69
2016
Q3 		$931K Buy
+14,033
New +$940K 0.14% 91

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

Wealth Enhancement Advisory Services's MRSH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $2.29M and leaving 96,143 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #498.

Wealth Enhancement Advisory Services first reported a position in MRSH in Q3 2016 and has held it in 18 quarters since. The position peaked at $39M in Q3 2025. 253 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 96,143 shares of Marsh worth $16.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 13,719 Marsh shares in Q2 2026, an estimated $2.29M.
  • Marsh made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #498 holding.
  • Wealth Enhancement Advisory Services first reported a position in Marsh in Q3 2016 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Marsh position peaked at $39M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.