CIM
MRTN icon

Confluence Investment Management’s Marten Transport MRTN Stock Holding History

Confluence Investment Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$750K Sell
58,083
-17,173
-23% -$259K 0.01% 234
2026
Q2 		$1.31M Sell
75,256
-5,357
-7% -$85.2K 0.02% 187
2026
Q1 		$1.06M Sell
80,613
-5,844
-7% -$75K 0.02% 212
2025
Q4 		$984K Sell
86,457
-49,928
-37% -$530K 0.01% 226
2025
Q3 		$1.45M Sell
136,385
-6,168
-4% -$75K 0.02% 179
2025
Q2 		$1.85M Sell
142,553
-9,281
-6% -$122K 0.03% 175
2025
Q1 		$2.08M Sell
151,834
-3,082
-2% -$45.9K 0.03% 175
2024
Q4 		$2.42M Buy
154,916
+754
+0.5% +$12.6K 0.03% 167
2024
Q3 		$2.73M Sell
154,162
-1,685
-1% -$29.6K 0.04% 167
2024
Q2 		$2.88M Sell
155,847
-5,845
-4% -$102K 0.04% 162
2024
Q1 		$2.99M Sell
161,692
-21,628
-12% -$416K 0.04% 165
2023
Q4 		$3.85M Sell
183,320
-8,906
-5% -$170K 0.05% 154
2023
Q3 		$3.79M Sell
192,226
-12,523
-6% -$265K 0.06% 151
2023
Q2 		$4.4M Sell
204,749
-12,700
-6% -$267K 0.06% 144
2023
Q1 		$4.56M Sell
217,449
-3,564
-2% -$75.8K 0.07% 145
2022
Q4 		$4.37M Sell
221,013
-13,253
-6% -$264K 0.07% 154
2022
Q3 		$4.49M Sell
234,266
-152,110
-39% -$3.04M 0.07% 143
2022
Q2 		$6.5M Sell
386,376
-22,058
-5% -$379K 0.1% 123
2022
Q1 		$7.25M Sell
408,434
-27,243
-6% -$477K 0.1% 124
2021
Q4 		$7.48M Buy
435,677
+3,737
+0.9% +$61.9K 0.1% 127
2021
Q3 		$6.78M Buy
+431,940
New +$6.78M 0.1% 129

Other funds holding MRTN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Confluence Investment Management's MRTN Position: Q3 2026 in Review

Confluence Investment Management reduced its Marten Transport (MRTN) stake by 23% in Q3 2026, selling an estimated $259K and leaving 58,083 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #234.

Confluence Investment Management first reported a position in MRTN in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.48M in Q4 2021. 11 funds tracked by Wall St. Rank hold MRTN as of Q3 2026.

  • Confluence Investment Management held 58,083 shares of Marten Transport worth $750K as of Q3 2026.
  • Confluence Investment Management sold 17,173 Marten Transport shares in Q3 2026, an estimated $259K.
  • Marten Transport made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #234 holding.
  • Confluence Investment Management first reported a position in Marten Transport in Q3 2021 and has held it in 21 quarters since.
  • Confluence Investment Management's Marten Transport position peaked at $7.48M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Marten Transport as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.