Middleton & Co’s Marsh MRSH Stock Holding History

Middleton & Co’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	$1.5M	Buy	8,762 +258	+3%	+$47.2K	0.16%	84
2026 Q2	$1.42M	Buy	8,504 +2,388	+39%	+$399K	0.15%	86
2026 Q1	$1.06M	Buy	6,116 +3,673	+150%	+$660K	0.12%	94
2025 Q4	$453K	Buy	2,443 +808	+49%	+$151K	0.05%	116
2025 Q3	$330K	Buy	+1,635	New	+$336K	0.04%	136
2025 Q2	–	Sell	-910	Closed	-$222K	–	164
2025 Q1	$222K	Buy	+910	New	+$206K	0.03%	150
2024 Q4	–	Sell	-1,060	Closed	-$236K	–	166
2024 Q3	$236K	Hold	1,060	–	–	0.03%	147
2024 Q2	$223K	Sell	1,060 -50	-5%	-$10.3K	0.03%	151
2024 Q1	$229K	Hold	1,110	–	–	0.03%	155
2023 Q4	$210K	Sell	1,110 -100	-8%	-$19.3K	0.03%	151
2023 Q3	$230K	Hold	1,210	–	–	0.03%	139
2023 Q2	$228K	Hold	1,210	–	–	0.03%	146
2023 Q1	$202K	Hold	1,210	–	–	0.03%	153
2022 Q4	$200K	Buy	+1,210	New	+$198K	0.03%	156
2022 Q3	–	Sell	-1,410	Closed	-$219K	–	157
2022 Q2	$219K	Hold	1,410	–	–	0.03%	148
2022 Q1	$240K	Hold	1,410	–	–	0.03%	151
2021 Q4	$245K	Hold	1,410	–	–	0.02%	149
2021 Q3	$214K	Buy	+1,410	New	+$213K	0.02%	153

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Middleton & Co's MRSH Position: Q3 2026 in Review

Middleton & Co increased its Marsh (MRSH) stake by 3% in Q3 2026, buying an estimated $47.2K and bringing the position to 8,762 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #84.

Middleton & Co first reported a position in MRSH in Q3 2021 and has held it in 18 quarters since. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Middleton & Co held 8,762 shares of Marsh worth $1.5M as of Q3 2026.
Middleton & Co bought 258 Marsh shares in Q3 2026, an estimated $47.2K.
Marsh made up 0.16% of Middleton & Co's portfolio in Q3 2026, its #84 holding.
Middleton & Co first reported a position in Marsh in Q3 2021 and has held it in 18 quarters since.
567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.