Norris Perne & French’s Marsh MRSH Stock Holding History

Norris Perne & French’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	$210K	Buy	1,262 +42	+3%	+$7.02K	0.01%	142
2026 Q1	$212K	Sell	1,220 -536	-31%	-$96.4K	0.01%	135
2025 Q4	$326K	Hold	1,756	–	–	0.02%	126
2025 Q3	$354K	Hold	1,756	–	–	0.02%	118
2025 Q2	$384K	Hold	1,756	–	–	0.03%	108
2025 Q1	$429K	Sell	1,756 -46	-3%	-$10.4K	0.03%	99
2024 Q4	$383K	Hold	1,802	–	–	0.03%	104
2024 Q3	$402K	Hold	1,802	–	–	0.03%	106
2024 Q2	$380K	Hold	1,802	–	–	0.03%	106
2024 Q1	$371K	Buy	1,802 +46	+3%	+$9.17K	0.03%	110
2023 Q4	$333K	Buy	1,756 +106	+6%	+$20.5K	0.03%	108
2023 Q3	$314K	Hold	1,650	–	–	0.03%	108
2023 Q2	$310K	Hold	1,650	–	–	0.03%	107
2023 Q1	$275K	Hold	1,650	–	–	0.03%	108
2022 Q4	$273K	Hold	1,650	–	–	0.03%	116
2022 Q3	$246K	Hold	1,650	–	–	0.03%	116
2022 Q2	$256K	Hold	1,650	–	–	0.02%	117
2022 Q1	$281K	Buy	+1,650	New	+$260K	0.02%	128

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Norris Perne & French's MRSH Position: Q2 2026 in Review

Norris Perne & French increased its Marsh (MRSH) stake by 3.4% in Q2 2026, buying an estimated $7.02K and bringing the position to 1,262 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #142.

Norris Perne & French first reported a position in MRSH in Q1 2022 and has held it in 18 quarters since. The position peaked at $429K in Q1 2025. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Norris Perne & French held 1,262 shares of Marsh worth $210K as of Q2 2026.
Norris Perne & French bought 42 Marsh shares in Q2 2026, an estimated $7.02K.
Marsh made up 0.01% of Norris Perne & French's portfolio in Q2 2026, its #142 holding.
Norris Perne & French first reported a position in Marsh in Q1 2022 and has held it in 18 quarters since.
Norris Perne & French's Marsh position peaked at $429K in Q1 2025.
602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.