WPC
MRSH

Wedmont Private Capital’s Marsh MRSH Stock Holding History

Wedmont Private Capital’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 		$853K Sell
4,783
-265
-5% -$44.3K 0.02% 391
2026
Q1 		$887K Sell
5,048
-557
-10% -$100K 0.03% 351
2025
Q4 		$1.03M Sell
5,605
-1,398
-20% -$261K 0.04% 284
2025
Q3 		$1.43M Sell
7,003
-734
-9% -$151K 0.05% 212
2025
Q2 		$1.66M Sell
7,737
-96
-1% -$21.7K 0.07% 177
2025
Q1 		$1.83M Buy
7,833
+398
+5% +$90.3K 0.09% 126
2024
Q4 		$1.55M Buy
7,435
+113
+2% +$25.1K 0.08% 144
2024
Q3 		$1.61M Buy
7,322
+267
+4% +$59.3K 0.09% 133
2024
Q2 		$1.54M Buy
7,055
+239
+4% +$49.1K 0.1% 127
2024
Q1 		$1.39M Buy
6,816
+59
+0.9% +$11.8K 0.1% 130
2023
Q4 		$1.29M Buy
6,757
+239
+4% +$46.2K 0.11% 126
2023
Q3 		$1.26M Buy
6,518
+750
+13% +$144K 0.13% 103
2023
Q2 		$1.08M Buy
5,768
+323
+6% +$57.3K 0.12% 118
2023
Q1 		$916K Buy
5,445
+641
+13% +$107K 0.12% 123
2022
Q4 		$821K Buy
4,804
+357
+8% +$58.4K 0.12% 136
2022
Q3 		$664K Buy
4,447
+570
+15% +$91.5K 0.13% 123
2022
Q2 		$602K Buy
3,877
+373
+11% +$59.8K 0.13% 120
2022
Q1 		$600K Buy
3,504
+580
+20% +$91.4K 0.13% 121
2021
Q4 		$479K Buy
+2,924
New +$486K 0.15% 114

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wedmont Private Capital's MRSH Position: Q2 2026 in Review

Wedmont Private Capital reduced its Marsh (MRSH) stake by 5.2% in Q2 2026, selling an estimated $44.3K and leaving 4,783 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #391.

Wedmont Private Capital first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q1 2025. 794 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Wedmont Private Capital held 4,783 shares of Marsh worth $853K as of Q2 2026.
  • Wedmont Private Capital sold 265 Marsh shares in Q2 2026, an estimated $44.3K.
  • Marsh made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #391 holding.
  • Wedmont Private Capital first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Marsh position peaked at $1.83M in Q1 2025.
  • 794 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.