Congress Asset Management’s Marsh MRSH Stock Holding History

Congress Asset 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 Q3	$2.06M	Buy	12,091 +10,004	+479%	+$1.83M	0.01%	301
2026 Q2	$348K	Hold	2,087	–	–	﹤0.01%	348
2026 Q1	$362K	Hold	2,087	–	–	﹤0.01%	395
2025 Q4	$387K	Hold	2,087	–	–	﹤0.01%	351
2025 Q3	$421K	Hold	2,087	–	–	﹤0.01%	361
2025 Q2	$456K	Hold	2,087	–	–	﹤0.01%	348
2025 Q1	$509K	Hold	2,087	–	–	﹤0.01%	326
2024 Q4	$443K	Hold	2,087	–	–	﹤0.01%	348
2024 Q3	$466K	Hold	2,087	–	–	﹤0.01%	329
2024 Q2	$440K	Hold	2,087	–	–	﹤0.01%	333
2024 Q1	$430K	Hold	2,087	–	–	﹤0.01%	330
2023 Q4	$395K	Hold	2,087	–	–	﹤0.01%	348
2023 Q3	$397K	Buy	+2,087	New	+$400K	﹤0.01%	347

Other funds holding MRSH

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Congress Asset Management's MRSH Position: Q3 2026 in Review

Congress Asset Management increased its Marsh (MRSH) stake by 479% in Q3 2026, buying an estimated $1.83M and bringing the position to 12,091 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #301.

Congress Asset Management first reported a position in MRSH in Q3 2023 and has held it in 13 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Congress Asset Management held 12,091 shares of Marsh worth $2.06M as of Q3 2026.
Congress Asset Management bought 10,004 Marsh shares in Q3 2026, an estimated $1.83M.
Marsh made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #301 holding.
Congress Asset Management first reported a position in Marsh in Q3 2023 and has held it in 13 quarters since.
61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.