BIM
MRSH

Bridges Investment Management’s Marsh MRSH Stock Holding History

Bridges 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 		$11.1M Sell
66,625
-5,046
-7% -$843K 0.14% 78
2026
Q1 		$12.4M Sell
71,671
-2,218
-3% -$399K 0.17% 84
2025
Q4 		$13.7M Sell
73,889
-2,307
-3% -$431K 0.17% 82
2025
Q3 		$15.4M Buy
76,196
+3,177
+4% +$653K 0.2% 78
2025
Q2 		$16M Sell
73,019
-2,255
-3% -$509K 0.22% 75
2025
Q1 		$18.4M Buy
75,274
+25,869
+52% +$5.87M 0.27% 71
2024
Q4 		$10.5M Buy
49,405
+5,066
+11% +$1.12M 0.15% 84
2024
Q3 		$9.89M Buy
+44,339
New +$9.84M 0.14% 91
2022
Q1 		– Sell
-1,218
Closed -$212K – 224
2021
Q4 		$212K Sell
1,218
-411
-25% -$68.3K 0.01% 220
2021
Q3 		$247K Sell
1,629
-376
-19% -$56.9K 0.01% 207
2021
Q2 		$282K Sell
2,005
-2,169
-52% -$291K 0.01% 196
2021
Q1 		$508K Buy
4,174
+119
+3% +$13.7K 0.01% 175
2020
Q4 		$474K Buy
4,055
+254
+7% +$28.9K 0.01% 171
2020
Q3 		$436K Buy
3,801
+581
+18% +$66.6K 0.01% 168
2020
Q2 		$346K Buy
3,220
+191
+6% +$19.3K 0.01% 181
2020
Q1 		$262K Buy
3,029
+470
+18% +$50.1K 0.01% 194
2019
Q4 		$285K Buy
+2,559
New +$267K 0.01% 248

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

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

Bridges Investment Management reduced its Marsh (MRSH) stake by 7% in Q2 2026, selling an estimated $843K and leaving 66,625 shares worth $11.1M. The position accounts for 0.14% of the portfolio, ranked #78.

Bridges Investment Management first reported a position in MRSH in Q4 2019 and has held it in 17 quarters since. The position peaked at $18.4M in Q1 2025. 927 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Bridges Investment Management held 66,625 shares of Marsh worth $11.1M as of Q2 2026.
  • Bridges Investment Management sold 5,046 Marsh shares in Q2 2026, an estimated $843K.
  • Marsh made up 0.14% of Bridges Investment Management's portfolio in Q2 2026, its #78 holding.
  • Bridges Investment Management first reported a position in Marsh in Q4 2019 and has held it in 17 quarters since.
  • Bridges Investment Management's Marsh position peaked at $18.4M in Q1 2025.
  • 927 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.