Harbour Trust & Investment Management’s Marsh MRSH Stock Holding History

Harbour Trust & 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	$4.06M	Sell	24,365 -19,868	-45%	-$3.32M	0.39%	54
2026 Q1	$7.67M	Sell	44,233 -17,537	-28%	-$3.15M	0.81%	37
2025 Q4	$11.5M	Sell	61,770 -386	-0.6%	-$72.2K	1.17%	26
2025 Q3	$12.5M	Sell	62,156 -1,028	-2%	-$211K	1.29%	22
2025 Q2	$13.8M	Buy	63,184 +2,249	+4%	+$508K	1.53%	19
2025 Q1	$14.9M	Sell	60,935 -235	-0.4%	-$53.3K	1.8%	15
2024 Q4	$13M	Buy	61,170 +874	+1%	+$194K	1.48%	17
2024 Q3	$13.5M	Sell	60,296 -236	-0.4%	-$52.4K	1.53%	18
2024 Q2	$12.8M	Buy	60,532 +186	+0.3%	+$38.2K	1.52%	19
2024 Q1	$12.4M	Buy	60,346 +1,025	+2%	+$204K	1.56%	20
2023 Q4	$11.2M	Buy	+59,321	New	+$11.5M	1.58%	18

Other funds holding MRSH

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Harbour Trust & Investment Management's MRSH Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Marsh (MRSH) stake by 45% in Q2 2026, selling an estimated $3.32M and leaving 24,365 shares worth $4.06M. The position accounts for 0.39% of the portfolio, ranked #54.

Harbour Trust & Investment Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.9M in Q1 2025. 594 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Harbour Trust & Investment Management held 24,365 shares of Marsh worth $4.06M as of Q2 2026.
Harbour Trust & Investment Management sold 19,868 Marsh shares in Q2 2026, an estimated $3.32M.
Marsh made up 0.39% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #54 holding.
Harbour Trust & Investment Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's Marsh position peaked at $14.9M in Q1 2025.
594 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.