YCM
MRSH

Yousif Capital Management’s Marsh MRSH Stock Holding History

Yousif Capital 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 		$8.38M Sell
50,255
-7,315
-13% -$1.22M 0.09% 188
2026
Q1 		$9.99M Sell
57,570
-2,209
-4% -$397K 0.12% 150
2025
Q4 		$10.8M Sell
59,779
-3,909
-6% -$731K 0.12% 148
2025
Q3 		$12.8M Sell
63,688
-3,698
-5% -$761K 0.14% 131
2025
Q2 		$14.7M Sell
67,386
-616
-0.9% -$139K 0.16% 121
2025
Q1 		$16.6M Sell
68,002
-495
-0.7% -$112K 0.19% 93
2024
Q4 		$14.5M Sell
68,497
-1,725
-2% -$383K 0.16% 102
2024
Q3 		$15.7M Sell
70,222
-878
-1% -$195K 0.17% 105
2024
Q2 		$15M Sell
71,100
-206
-0.3% -$42.3K 0.17% 105
2024
Q1 		$14.7M Sell
71,306
-1,406
-2% -$280K 0.16% 110
2023
Q4 		$13.8M Sell
72,712
-2,973
-4% -$574K 0.16% 112
2023
Q3 		$14.4M Sell
75,685
-2,650
-3% -$508K 0.18% 97
2023
Q2 		$14.7M Buy
78,335
+829
+1% +$147K 0.18% 105
2023
Q1 		$12.9M Sell
77,506
-3,994
-5% -$665K 0.17% 114
2022
Q4 		$13.5M Buy
81,500
+1,944
+2% +$318K 0.18% 108
2022
Q3 		$11.9M Sell
79,556
-2,086
-3% -$335K 0.17% 106
2022
Q2 		$12.7M Sell
81,642
-3,055
-4% -$490K 0.17% 103
2022
Q1 		$14.4M Sell
84,697
-530
-0.6% -$83.6K 0.16% 105
2021
Q4 		$14.8M Buy
+85,227
New +$14.2M 0.15% 111

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

Yousif Capital Management's MRSH Position: Q2 2026 in Review

Yousif Capital Management reduced its Marsh (MRSH) stake by 13% in Q2 2026, selling an estimated $1.22M and leaving 50,255 shares worth $8.38M. The position accounts for 0.09% of the portfolio, ranked #188.

Yousif Capital Management first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q1 2025. 318 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Yousif Capital Management held 50,255 shares of Marsh worth $8.38M as of Q2 2026.
  • Yousif Capital Management sold 7,315 Marsh shares in Q2 2026, an estimated $1.22M.
  • Marsh made up 0.09% of Yousif Capital Management's portfolio in Q2 2026, its #188 holding.
  • Yousif Capital Management first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Marsh position peaked at $16.6M in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.