AIM
MRSH

Avity Investment Management’s Marsh MRSH Stock Holding History

Avity Investment 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 		$35.1M Buy
210,658
+4,467
+2% +$747K 2.24% 18
2026
Q1 		$35.8M Sell
206,191
-1,563
-0.8% -$281K 2.6% 18
2025
Q4 		$38.5M Buy
207,754
+2,295
+1% +$429K 2.7% 13
2025
Q3 		$41.4M Buy
205,459
+4,158
+2% +$855K 2.91% 14
2025
Q2 		$44M Buy
201,301
+60
+0% +$13.5K 3.27% 9
2025
Q1 		$49.1M Sell
201,241
-778
-0.4% -$177K 3.97% 5
2024
Q4 		$42.9M Buy
202,019
+2,266
+1% +$503K 3.36% 10
2024
Q3 		$44.6M Sell
199,753
-938
-0.5% -$208K 3.47% 10
2024
Q2 		$42.3M Sell
200,691
-152
-0.1% -$31.2K 3.41% 12
2024
Q1 		$41.4M Buy
200,843
+1,673
+0.8% +$333K 3.42% 12
2023
Q4 		$37.7M Buy
199,170
+1,287
+0.7% +$249K 3.38% 14
2023
Q3 		$37.7M Sell
197,883
-5,857
-3% -$1.12M 3.77% 7
2023
Q2 		$38.3M Sell
203,740
-20,619
-9% -$3.66M 3.55% 8
2023
Q1 		$37.4M Sell
224,359
-10,607
-5% -$1.77M 3.64% 8
2022
Q4 		$38.9M Sell
234,966
-5,873
-2% -$960K 3.97% 7
2022
Q3 		$36M Sell
240,839
-17,472
-7% -$2.8M 3.9% 6
2022
Q2 		$40.1M Sell
258,311
-17,562
-6% -$2.81M 4.12% 4
2022
Q1 		$47M Sell
275,873
-10,320
-4% -$1.63M 4.12% 2
2021
Q4 		$49.7M Sell
286,193
-12,811
-4% -$2.13M 3.88% 3
2021
Q3 		$45.3M Sell
299,004
-10,925
-4% -$1.65M 3.82% 4
2021
Q2 		$43.6M Sell
309,929
-3,990
-1% -$535K 3.68% 5
2021
Q1 		$38.2M Buy
313,919
+24,280
+8% +$2.8M 3.46% 8
2020
Q4 		$33.9M Buy
289,639
+20,867
+8% +$2.37M 3.23% 13
2020
Q3 		$30.8M Buy
268,772
+7,830
+3% +$897K 3.21% 14
2020
Q2 		$28M Buy
260,942
+68,650
+36% +$6.95M 3.15% 14
2020
Q1 		$16.6M Buy
192,292
+87,323
+83% +$9.31M 2.31% 26
2019
Q4 		$11.7M Buy
+104,969
New +$11M 1.29% 31

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
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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Avity Investment Management's MRSH Position: Q2 2026 in Review

Avity Investment Management increased its Marsh (MRSH) stake by 2.2% in Q2 2026, buying an estimated $747K and bringing the position to 210,658 shares worth $35.1M. The position accounts for 2.24% of the portfolio, ranked #18.

Avity Investment Management first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $49.7M in Q4 2021. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Avity Investment Management held 210,658 shares of Marsh worth $35.1M as of Q2 2026.
  • Avity Investment Management bought 4,467 Marsh shares in Q2 2026, an estimated $747K.
  • Marsh made up 2.24% of Avity Investment Management's portfolio in Q2 2026, its #18 holding.
  • Avity Investment Management first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
  • Avity Investment Management's Marsh position peaked at $49.7M in Q4 2021.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.