Parnassus Investments
MRSH

Parnassus Investments’s Marsh MRSH Stock Holding History

Parnassus Investments’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 		$383M Buy
2,210,439
+36,818
+2% +$6.62M 1.12% 31
2025
Q4 		$403M Sell
2,173,621
-413,083
-16% -$77.2M 1.05% 35
2025
Q3 		$521M Sell
2,586,704
-72,780
-3% -$15M 1.2% 32
2025
Q2 		$581M Sell
2,659,484
-137,993
-5% -$31.2M 1.34% 33
2025
Q1 		$683M Sell
2,797,477
-771,664
-22% -$175M 1.64% 27
2024
Q4 		$758M Sell
3,569,141
-705,739
-17% -$157M 1.68% 20
2024
Q3 		$954M Buy
4,274,880
+85,754
+2% +$19M 2.02% 18
2024
Q2 		$883M Sell
4,189,126
-29,042
-0.7% -$5.97M 1.92% 20
2024
Q1 		$869M Sell
4,218,168
-41,399
-1% -$8.25M 1.86% 22
2023
Q4 		$807M Buy
4,259,567
+11,459
+0.3% +$2.21M 1.79% 21
2023
Q3 		$808M Sell
4,248,108
-83,378
-2% -$16M 1.98% 17
2023
Q2 		$815M Buy
4,331,486
+55,041
+1% +$9.77M 1.89% 19
2023
Q1 		$712M Sell
4,276,445
-32,060
-0.7% -$5.34M 1.77% 24
2022
Q4 		$713M Sell
4,308,505
-18,336
-0.4% -$3M 1.77% 26
2022
Q3 		$646M Buy
4,326,841
+230,218
+6% +$36.9M 1.68% 23
2022
Q2 		$636M Buy
+4,096,623
New +$657M 1.52% 25

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return