WAP
MRSH

Wealthcare Advisory Partners’s Marsh MRSH Stock Holding History

Wealthcare Advisory Partners’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 		$1.69M Sell
10,161
-46
-0.5% -$7.69K 0.03% 389
2026
Q1 		$1.77M Buy
10,207
+189
+2% +$34K 0.03% 390
2025
Q4 		$1.86M Buy
10,018
+22
+0.2% +$4.11K 0.04% 381
2025
Q3 		$2.01M Buy
9,996
+66
+0.7% +$13.6K 0.04% 343
2025
Q2 		$2.17M Sell
9,930
-320
-3% -$72.2K 0.05% 310
2025
Q1 		$2.5M Sell
10,250
-46
-0.4% -$10.4K 0.07% 246
2024
Q4 		$2.19M Buy
10,296
+10
+0.1% +$2.22K 0.06% 254
2024
Q3 		$2.29M Buy
10,286
+276
+3% +$61.3K 0.07% 246
2024
Q2 		$2.11M Buy
10,010
+1,169
+13% +$240K 0.07% 227
2024
Q1 		$1.82M Buy
8,841
+96
+1% +$19.1K 0.06% 248
2023
Q4 		$1.66M Sell
8,745
-218
-2% -$42.1K 0.07% 227
2023
Q3 		$1.71M Sell
8,963
-104
-1% -$19.9K 0.08% 195
2023
Q2 		$1.71M Sell
9,067
-890
-9% -$158K 0.08% 203
2023
Q1 		$1.66M Buy
9,957
+82
+0.8% +$13.7K 0.07% 205
2022
Q4 		$1.63M Buy
9,875
+559
+6% +$91.4K 0.08% 193
2022
Q3 		$1.39M Buy
9,316
+745
+9% +$120K 0.08% 187
2022
Q2 		$1.33M Buy
8,571
+827
+11% +$133K 0.08% 168
2022
Q1 		$1.32M Sell
7,744
-23
-0.3% -$3.63K 0.08% 149
2021
Q4 		$1.35M Buy
7,767
+468
+6% +$77.7K 0.08% 153
2021
Q3 		$1.1M Buy
7,299
+131
+2% +$19.8K 0.07% 178
2021
Q2 		$1.01M Buy
7,168
+52
+0.7% +$6.97K 0.07% 196
2021
Q1 		$867K Sell
7,116
-1,174
-14% -$135K 0.06% 203
2020
Q4 		$970K Buy
8,290
+190
+2% +$21.6K 0.09% 152
2020
Q3 		$929K Sell
8,100
-1,016
-11% -$116K 0.1% 130
2020
Q2 		$979K Sell
9,116
-2,254
-20% -$228K 0.12% 105
2020
Q1 		$983K Buy
11,370
+9,456
+494% +$1.01M 0.14% 91
2019
Q4 		$213K Hold
1,914
– – 0.03% 288
2019
Q3 		$191K Hold
1,914
– – 0.03% 281
2019
Q2 		$191K Hold
1,914
– – 0.03% 276
2019
Q1 		$180K Hold
1,914
– – 0.03% 253
2018
Q4 		$153K Hold
1,914
– – 0.03% 250
2018
Q3 		$158K Hold
1,914
– – 0.03% 258
2018
Q2 		$157K Hold
1,914
– – 0.03% 253
2018
Q1 		$158K Buy
1,914
+895
+88% +$74.1K 0.04% 221
2017
Q4 		$83K Hold
1,019
– – 0.02% 290
2017
Q3 		$85K Buy
1,019
+3
+0.3% +$238 0.03% 235
2017
Q2 		$79K Hold
1,016
– – 0.04% 42
2017
Q1 		$75K Hold
1,016
– – 0.04% 38
2016
Q4 		$69K Hold
1,016
– – 0.04% 41
2016
Q3 		$68K Hold
1,016
– – 0.04% 33
2016
Q2 		$70K Buy
+1,016
New +$65.2K 0.05% 44

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Wealthcare Advisory Partners's MRSH Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Marsh (MRSH) stake by 0.45% in Q2 2026, selling an estimated $7.69K and leaving 10,161 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #389.

Wealthcare Advisory Partners first reported a position in MRSH in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.5M in Q1 2025. 369 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wealthcare Advisory Partners held 10,161 shares of Marsh worth $1.69M as of Q2 2026.
  • Wealthcare Advisory Partners sold 46 Marsh shares in Q2 2026, an estimated $7.69K.
  • Marsh made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #389 holding.
  • Wealthcare Advisory Partners first reported a position in Marsh in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's Marsh position peaked at $2.5M in Q1 2025.
  • 369 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.