PIM
MRSH

Penobscot Investment Management’s Marsh MRSH Stock Holding History

Penobscot Investment Management’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 		– Sell
-1,657
Closed -$307K – 320
2025
Q4 		$307K Sell
1,657
-785
-32% -$147K 0.02% 267
2025
Q3 		$492K Buy
2,442
+250
+11% +$51.4K 0.04% 223
2025
Q2 		$479K Sell
2,192
-2
-0.1% -$452 0.04% 219
2025
Q1 		$535K Sell
2,194
-198
-8% -$44.9K 0.05% 198
2024
Q4 		$508K Hold
2,392
– – 0.05% 202
2024
Q3 		$534K Hold
2,392
– – 0.05% 201
2024
Q2 		$504K Buy
2,392
+15
+0.6% +$3.08K 0.05% 200
2024
Q1 		$490K Sell
2,377
-355
-13% -$70.8K 0.05% 203
2023
Q4 		$518K Sell
2,732
-178
-6% -$34.4K 0.06% 200
2023
Q3 		$554K Buy
+2,910
New +$558K 0.08% 175

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Penobscot Investment Management's MRSH Position: Q1 2026 in Review

Penobscot Investment Management sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,657 shares — an estimated $307K sold.

Penobscot Investment Management first reported a position in MRSH in Q3 2023 and held it in 10 quarters. The position peaked at $554K in Q3 2023. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Penobscot Investment Management reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Penobscot Investment Management sold 1,657 Marsh shares in Q1 2026, an estimated $307K.
  • Penobscot Investment Management first reported a position in Marsh in Q3 2023 and held it in 10 quarters.
  • Penobscot Investment Management's Marsh position peaked at $554K in Q3 2023.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Penobscot Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.