YIA
MRSH

YHB Investment Advisors’s Marsh MRSH Stock Holding History

YHB Investment Advisors’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 		$394K Buy
+2,362
New +$395K 0.03% 239
2026
Q1 		– Sell
-1,256
Closed -$233K – 306
2025
Q4 		$233K Hold
1,256
– – 0.02% 283
2025
Q3 		$253K Hold
1,256
– – 0.02% 273
2025
Q2 		$275K Hold
1,256
– – 0.02% 263
2025
Q1 		$307K Sell
1,256
-84
-6% -$19.1K 0.03% 239
2024
Q4 		$285K Sell
1,340
-49
-4% -$10.9K 0.02% 238
2024
Q3 		$310K Buy
1,389
+60
+5% +$13.3K 0.03% 235
2024
Q2 		$280K Buy
1,329
+28
+2% +$5.75K 0.02% 243
2024
Q1 		$268K Sell
1,301
-25
-2% -$4.98K 0.02% 243
2023
Q4 		$251K Sell
1,326
-50
-4% -$9.66K 0.02% 240
2023
Q3 		$262K Hold
1,376
– – 0.02% 234
2023
Q2 		$259K Hold
1,376
– – 0.02% 245
2023
Q1 		$229K Sell
1,376
-31
-2% -$5.16K 0.02% 265
2022
Q4 		$233K Hold
1,407
– – 0.02% 264
2022
Q3 		$210K Sell
1,407
-67
-5% -$10.8K 0.02% 267
2022
Q2 		$229K Hold
1,474
– – 0.02% 252
2022
Q1 		$251K Sell
1,474
-46
-3% -$7.25K 0.02% 259
2021
Q4 		$264K Sell
1,520
-60
-4% -$9.97K 0.02% 279
2021
Q3 		$239K Sell
1,580
-2
-0.1% -$302 0.02% 284
2021
Q2 		$223K Hold
1,582
– – 0.02% 281
2021
Q1 		$202K Buy
+1,582
New +$182K 0.02% 290
2020
Q1 		– Sell
-1,908
Closed -$213K – 178
2019
Q4 		$213K Buy
+1,908
New +$199K 0.03% 180

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

YHB Investment Advisors's MRSH Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in Marsh (MRSH) in Q2 2026: 2,362 shares worth $394K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in MRSH as recently as Q4 2025.

YHB Investment Advisors first reported a position in MRSH in Q4 2019 and has held it in 22 quarters since. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • YHB Investment Advisors held 2,362 shares of Marsh worth $394K as of Q2 2026.
  • Marsh was a new YHB Investment Advisors position in Q2 2026.
  • Marsh made up 0.03% of YHB Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • YHB Investment Advisors first reported a position in Marsh in Q4 2019 and has held it in 22 quarters since.
  • 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.