Matthew Hamilton Rosenberg’s Marsh MRSH Stock Holding History

Matthew Hamilton Rosenberg’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	$154K	Buy	903 +19	+2%	+$3.48K	0.03%	278
2026 Q2	$147K	Buy	884 +328	+59%	+$54.8K	0.03%	291
2026 Q1	$96.4K	Sell	556 -55	-9%	-$9.89K	0.02%	330
2025 Q4	$113K	Hold	611	–	–	0.02%	307
2025 Q3	$123K	Hold	611	–	–	0.03%	290
2025 Q2	$134K	Hold	611	–	–	0.03%	275
2025 Q1	$149K	Sell	611 -33	-5%	-$7.49K	0.04%	237
2024 Q4	$137K	Hold	644	–	–	0.04%	252
2024 Q3	$144K	Hold	644	–	–	0.04%	248
2024 Q2	$135K	Hold	644	–	–	0.04%	240
2024 Q1	$131K	Hold	644	–	–	0.04%	265
2023 Q4	$122K	Hold	644	–	–	0.04%	266
2023 Q3	$123K	Hold	644	–	–	0.04%	251
2023 Q2	$121K	Buy	644 +55	+9%	+$9.76K	0.04%	257
2023 Q1	$98.1K	Hold	589	–	–	0.03%	321
2022 Q4	$97.5K	Hold	589	–	–	0.03%	311
2022 Q3	$88K	Hold	589	–	–	0.03%	315
2022 Q2	$92K	Hold	589	–	–	0.03%	315
2022 Q1	$100K	Buy	589 +398	+208%	+$62.7K	0.04%	307
2021 Q4	$33K	Hold	191	–	–	0.01%	475
2021 Q3	$29K	Buy	191 +83	+77%	+$12.6K	0.01%	471
2021 Q2	$15K	Hold	108	–	–	0.01%	483
2021 Q1	$13K	Hold	108	–	–	0.01%	468
2020 Q4	$13K	Hold	108	–	–	0.01%	447
2020 Q3	$12K	Hold	108	–	–	0.01%	439
2020 Q2	$12K	Buy	+108	New	+$10.9K	0.01%	460

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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

Matthew Hamilton Rosenberg's MRSH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Marsh (MRSH) stake by 2.1% in Q3 2026, buying an estimated $3.48K and bringing the position to 903 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #278.

Matthew Hamilton Rosenberg first reported a position in MRSH in Q2 2020 and has held it in 26 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Matthew Hamilton Rosenberg held 903 shares of Marsh worth $154K as of Q3 2026.
Matthew Hamilton Rosenberg bought 19 Marsh shares in Q3 2026, an estimated $3.48K.
Marsh made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #278 holding.
Matthew Hamilton Rosenberg first reported a position in Marsh in Q2 2020 and has held it in 26 quarters since.
61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.