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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Congress Asset Management's MRSH Position: Q2 2026 in Review

Congress Asset Management held its Marsh (MRSH) position steady in Q2 2026 at 2,087 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Congress Asset Management first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $509K in Q1 2025. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Congress Asset Management held 2,087 shares of Marsh worth $348K as of Q2 2026.
Congress Asset Management left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #348 holding.
Congress Asset Management first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
Congress Asset Management's Marsh position peaked at $509K in Q1 2025.
401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.