Longfellow Investment Management’s Marsh MRSH Stock Holding History

Longfellow 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 Q1	$1.53M	Buy	8,803 +2,860	+48%	+$514K	0.32%	63
2025 Q4	$1.1M	Buy	5,943 +1,565	+36%	+$293K	0.25%	72
2025 Q3	$882K	Buy	4,378 +4,361	+25,653%	+$897K	0.21%	87
2025 Q2	$3.72K	Hold	17	–	–	﹤0.01%	205
2025 Q1	$4.15K	Hold	17	–	–	﹤0.01%	199
2024 Q4	$3.61K	Hold	17	–	–	﹤0.01%	210
2024 Q3	$3.79K	Hold	17	–	–	﹤0.01%	199
2024 Q2	$3.58K	Hold	17	–	–	﹤0.01%	193
2024 Q1	$3.5K	Hold	17	–	–	﹤0.01%	212
2023 Q4	$3.22K	Hold	17	–	–	﹤0.01%	189
2023 Q3	$3.23K	Hold	17	–	–	﹤0.01%	175
2023 Q2	$3.2K	Hold	17	–	–	﹤0.01%	202
2023 Q1	$2.83K	Hold	17	–	–	﹤0.01%	208
2022 Q4	$2.81K	Hold	17	–	–	﹤0.01%	217
2022 Q3	$3K	Hold	17	–	–	﹤0.01%	270
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	283
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	315
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	325
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	350
2021 Q2	$3K	Hold	17	–	–	﹤0.01%	365
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	425
2020 Q4	$2K	Buy	+17	New	+$1.93K	﹤0.01%	456

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Longfellow Investment Management's MRSH Position: Q1 2026 in Review

Longfellow Investment Management increased its Marsh (MRSH) stake by 48% in Q1 2026, buying an estimated $514K and bringing the position to 8,803 shares worth $1.53M. The position accounts for 0.32% of the portfolio, ranked #63.

Longfellow Investment Management first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Longfellow Investment Management held 8,803 shares of Marsh worth $1.53M as of Q1 2026.
Longfellow Investment Management bought 2,860 Marsh shares in Q1 2026, an estimated $514K.
Marsh made up 0.32% of Longfellow Investment Management's portfolio in Q1 2026, its #63 holding.
Longfellow Investment Management first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.