WDC
MRSH

Woodward Diversified Capital’s Marsh MRSH Stock Holding History

Woodward Diversified 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 		– Sell
-1,167
Closed -$205K – 188
2026
Q1 		$205K Sell
1,167
-4
-0.3% -$719 0.09% 169
2025
Q4 		$217K Buy
1,171
+4
+0.3% +$748 0.1% 167
2025
Q3 		$235K Buy
1,167
+19
+2% +$3.91K 0.11% 163
2025
Q2 		$251K Buy
+1,148
New +$259K 0.13% 148
2024
Q4 		– Sell
-996
Closed -$222K – 156
2024
Q3 		$222K Buy
996
+33
+3% +$7.33K 0.14% 150
2024
Q2 		$203K Buy
+963
New +$198K 0.12% 155

Other funds holding MRSH

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Woodward Diversified Capital's MRSH Position: Q2 2026 in Review

Woodward Diversified Capital sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,167 shares — an estimated $205K sold.

Woodward Diversified Capital first reported a position in MRSH in Q2 2024 and held it in 6 quarters. The position peaked at $251K in Q2 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Woodward Diversified Capital reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,167 Marsh shares in Q2 2026, an estimated $205K.
  • Woodward Diversified Capital first reported a position in Marsh in Q2 2024 and held it in 6 quarters.
  • Woodward Diversified Capital's Marsh position peaked at $251K in Q2 2025.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.