WBC
MRSH

West Branch Capital’s Marsh MRSH Stock Holding History

West Branch 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 		$667 Hold
4
– – ﹤0.01% 310
2026
Q1 		$694 Hold
4
– – ﹤0.01% 325
2025
Q4 		$743 Sell
4
-57
-93% -$10.7K ﹤0.01% 362
2025
Q3 		$12.3K Buy
61
+57
+1,425% +$11.7K ﹤0.01% 254
2025
Q2 		$875 Hold
4
– – ﹤0.01% 402
2025
Q1 		$977 Hold
4
– – ﹤0.01% 417
2024
Q4 		$850 Hold
4
– – ﹤0.01% 403
2024
Q3 		$893 Buy
+4
New +$888 ﹤0.01% 392

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
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
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
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

West Branch Capital's MRSH Position: Q2 2026 in Review

West Branch Capital held its Marsh (MRSH) position steady in Q2 2026 at 4 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #310.

West Branch Capital first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.3K in Q3 2025. 332 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • West Branch Capital held 4 shares of Marsh worth $667 as of Q2 2026.
  • West Branch Capital left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #310 holding.
  • West Branch Capital first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
  • West Branch Capital's Marsh position peaked at $12.3K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.