Clean Yield Group
MRSH icon

Clean Yield Group’s Marsh MRSH Stock Holding History

Clean Yield Group’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
Q3 		$110K Hold
646
– – 0.03% 192
2026
Q2 		$108K Buy
646
+460
+247% +$76.9K 0.03% 193
2026
Q1 		$32.3K Sell
186
-7
-4% -$1.26K 0.01% 253
2025
Q4 		$35.8K Hold
193
– – 0.01% 258
2025
Q3 		$38.9K Hold
193
– – 0.01% 244
2025
Q2 		$42.2K Buy
193
+103
+114% +$23.3K 0.01% 233
2025
Q1 		$22K Sell
90
-15
-14% -$3.4K 0.01% 277
2024
Q4 		$22.3K Hold
105
– – 0.01% 289
2024
Q3 		$23.4K Buy
105
+20
+24% +$4.44K 0.01% 282
2024
Q2 		$17.9K Hold
85
– – 0.01% 287
2024
Q1 		$17.5K Hold
85
– – 0.01% 292
2023
Q4 		$16.1K Hold
85
– – 0.01% 293
2023
Q3 		$16.4K Hold
85
– – 0.01% 297
2023
Q2 		$16K Sell
85
-25
-23% -$4.44K 0.01% 306
2023
Q1 		$18.3K Hold
110
– – 0.01% 290
2022
Q4 		$18.2K Hold
110
– – 0.01% 296
2022
Q3 		$16K Hold
110
– – 0.01% 301
2022
Q2 		$17K Hold
110
– – 0.01% 304
2022
Q1 		$19K Buy
110
+50
+83% +$7.88K 0.01% 314
2021
Q4 		$10K Hold
60
– – ﹤0.01% 369
2021
Q3 		$9K Hold
60
– – ﹤0.01% 387
2021
Q2 		$8K Buy
+60
New +$8.04K ﹤0.01% 390
2020
Q2 		– Sell
-195
Closed -$17K – 370
2020
Q1 		$17K Hold
195
– – 0.01% 282
2019
Q4 		$22K Hold
195
– – 0.01% 276
2019
Q3 		$20K Hold
195
– – 0.01% 265
2019
Q2 		$19K Buy
+195
New +$18.7K 0.01% 268

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Clean Yield Group's MRSH Position: Q3 2026 in Review

Clean Yield Group held its Marsh (MRSH) position steady in Q3 2026 at 646 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #192.

Clean Yield Group first reported a position in MRSH in Q2 2019 and has held it in 26 quarters since. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Clean Yield Group held 646 shares of Marsh worth $110K as of Q3 2026.
  • Clean Yield Group left its Marsh share count unchanged in Q3 2026.
  • Marsh made up 0.03% of Clean Yield Group's portfolio in Q3 2026, its #192 holding.
  • Clean Yield Group first reported a position in Marsh in Q2 2019 and has held it in 26 quarters since.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.