James T. Borello
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James T. Borello’s Marsh MRSH Stock Holding History

James T. Borello’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 		$33.8K Buy
198
+41
+26% +$7.5K 0.01% 306
2026
Q2 		$26.2K Buy
157
+70
+80% +$11.7K 0.01% 345
2026
Q1 		$15.1K Sell
87
-13
-13% -$2.34K ﹤0.01% 446
2025
Q4 		$18.6K Buy
100
+79
+376% +$14.8K ﹤0.01% 291
2025
Q3 		$4.23K Buy
+21
New +$4.32K ﹤0.01% 505

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

James T. Borello's MRSH Position: Q3 2026 in Review

James T. Borello increased its Marsh (MRSH) stake by 26% in Q3 2026, buying an estimated $7.5K and bringing the position to 198 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #306.

James T. Borello first reported a position in MRSH in Q3 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • James T. Borello held 198 shares of Marsh worth $33.8K as of Q3 2026.
  • James T. Borello bought 41 Marsh shares in Q3 2026, an estimated $7.5K.
  • Marsh made up 0.01% of James T. Borello's portfolio in Q3 2026, its #306 holding.
  • James T. Borello first reported a position in Marsh in Q3 2025 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.