WJWM
MRSH

Williams Jones Wealth Management’s Marsh MRSH Stock Holding History

Williams Jones Wealth Management’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 		$526K Buy
3,154
+36
+1% +$6.02K 0.01% 362
2026
Q1 		$541K Sell
3,118
-43
-1% -$7.73K 0.01% 341
2025
Q4 		$586K Sell
3,161
-98
-3% -$18.3K 0.01% 325
2025
Q3 		$657K Sell
3,259
-45
-1% -$9.26K 0.01% 310
2025
Q2 		$722K Hold
3,304
– – 0.01% 293
2025
Q1 		$806K Sell
3,304
-422
-11% -$95.7K 0.01% 265
2024
Q4 		$791K Hold
3,726
– – 0.01% 273
2024
Q3 		$831K Buy
3,726
+2
+0.1% +$444 0.01% 281
2024
Q2 		$785K Hold
3,724
– – 0.01% 282
2024
Q1 		$767K Hold
3,724
– – 0.01% 291
2023
Q4 		$706K Hold
3,724
– – 0.01% 292
2023
Q3 		$709K Hold
3,724
– – 0.01% 291
2023
Q2 		$700K Hold
3,724
– – 0.01% 301
2023
Q1 		$620K Hold
3,724
– – 0.01% 331
2022
Q4 		$616K Sell
3,724
-500
-12% -$81.8K 0.01% 330
2022
Q3 		$631K Sell
4,224
-51
-1% -$8.18K 0.01% 327
2022
Q2 		$664K Sell
4,275
-537
-11% -$86.1K 0.01% 325
2022
Q1 		$820K Buy
4,812
+90
+2% +$14.2K 0.01% 284
2021
Q4 		$821K Buy
+4,722
New +$784K 0.01% 277
2020
Q1 		– Sell
-4,758
Closed -$530K – 417
2019
Q4 		$530K Buy
+4,758
New +$497K 0.01% 271

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Williams Jones Wealth Management's MRSH Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Marsh (MRSH) stake by 1.2% in Q2 2026, buying an estimated $6.02K and bringing the position to 3,154 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #362.

Williams Jones Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 20 quarters since. The position peaked at $831K in Q3 2024. 745 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Williams Jones Wealth Management held 3,154 shares of Marsh worth $526K as of Q2 2026.
  • Williams Jones Wealth Management bought 36 Marsh shares in Q2 2026, an estimated $6.02K.
  • Marsh made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Williams Jones Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 20 quarters since.
  • Williams Jones Wealth Management's Marsh position peaked at $831K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.