BFIM
MRSH

Beese Fulmer Investment Management’s Marsh MRSH Stock Holding History

Beese Fulmer 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 		– Sell
-2,618
Closed -$454K – 463
2026
Q1 		$454K Buy
+2,618
New +$471K 0.03% 223

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's MRSH Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 2,618 shares — an estimated $454K sold.

Beese Fulmer Investment Management first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $454K in Q1 2026. 537 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,618 Marsh shares in Q2 2026, an estimated $454K.
  • Beese Fulmer Investment Management first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Marsh position peaked at $454K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.