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North Point Portfolio Managers’s Marsh MRSH Stock Holding History

North Point Portfolio Managers’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 		$6.83K Buy
+40
New +$7.32K ﹤0.01% 223
2024
Q4 		– Sell
-3,994
Closed -$891K – 82
2024
Q3 		$891K Buy
+3,994
New +$887K 0.14% 48

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
BE
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
GI
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

North Point Portfolio Managers's MRSH Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Marsh (MRSH) in Q3 2026: 40 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in MRSH as recently as Q3 2024.

North Point Portfolio Managers first reported a position in MRSH in Q3 2024 and has held it in 2 quarters since. The position peaked at $891K in Q3 2024. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • North Point Portfolio Managers held 40 shares of Marsh worth $6.83K as of Q3 2026.
  • Marsh was a new North Point Portfolio Managers position in Q3 2026.
  • Marsh made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #223 holding.
  • North Point Portfolio Managers first reported a position in Marsh in Q3 2024 and has held it in 2 quarters since.
  • North Point Portfolio Managers's Marsh position peaked at $891K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.