Waverton Investment Management Ltd / MRSH
Waverton Investment Management Ltd’s Marsh & Mclennan Cos Inc Position
Does Waverton Investment Management Ltd own Marsh & Mclennan Cos Inc (MRSH)? Not currently — the last reported position was 1.56M shares worth $315M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$315M
Q3 2025
Shares
1.56M
% of Portfolio
+4.05%
Quarters Held
28
position exited
Position History MRSH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 1.56M | $315M | +4.05% |
| Q2 2025 | 1.29M | $283M | +3.89% |
| Q1 2025 | 1.21M | $294M | +4.55% |
| Q4 2024 | 1.17M | $249M | +3.97% |
| Q3 2024 | 1.10M | $246M | +4.05% |
| Q2 2024 | 1.05M | $222M | +4.19% |
| Q1 2024 | 958.0K | $197M | +4.10% |
| Q4 2023 | 904.7K | $171M | +4.16% |
| Q3 2023 | 895.5K | $170M | +4.93% |
| Q2 2023 | 901.1K | $169M | +4.82% |
| Q1 2023 | 817.6K | $136M | +4.20% |
| Q4 2022 | 798.2K | $132,093 | +4.85% |
| Q3 2022 | 790.3K | $118M | +4.83% |
| Q2 2022 | 793.4K | $123M | +4.79% |
| Q1 2022 | 818.1K | $139M | +4.70% |
| Q4 2021 | 982.4K | $171M | +5.42% |
| Q3 2021 | 932.3K | $141M | +5.57% |
| Q2 2021 | 928.4K | $131M | +5.08% |
| Q1 2021 | 919.6K | $112M | +4.86% |
| Q4 2020 | 903.5K | $106M | +4.88% |
| Q3 2020 | 924.4K | $106M | +5.26% |
| Q2 2020 | 846.0K | $91M | +4.93% |
| Q1 2020 | 626.2K | $54M | +3.51% |
| Q4 2019 | 591.7K | $66M | +3.41% |
| Q3 2019 | 414.7K | $41M | +2.12% |
| Q2 2019 | 421.1K | $42M | +2.12% |
| Q1 2019 | 441.9K | $41M | +2.16% |
| Q4 2018 | 451.2K | $36M | +2.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of MRSH.