Perigon Wealth Management
MRSH icon

Perigon Wealth Management’s Marsh MRSH Stock Holding History

Perigon Wealth 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
Q3 		$1.47M Sell
8,588
-179
-2% -$32.7K 0.02% 485
2026
Q2 		$1.46M Buy
8,767
+1,755
+25% +$293K 0.02% 471
2026
Q1 		$1.22M Sell
7,012
-884
-11% -$159K 0.02% 478
2025
Q4 		$1.46M Sell
7,896
-5,484
-41% -$1.03M 0.03% 446
2025
Q3 		$2.7M Sell
13,380
-1,957
-13% -$402K 0.06% 291
2025
Q2 		$3.35M Buy
15,337
+4,529
+42% +$1.02M 0.08% 248
2025
Q1 		$2.64M Buy
10,808
+210
+2% +$47.6K 0.07% 266
2024
Q4 		$2.29M Buy
10,598
+1,182
+13% +$262K 0.06% 286
2024
Q3 		$2.1M Buy
9,416
+3,815
+68% +$847K 0.06% 281
2024
Q2 		$1.18M Sell
5,601
-52
-0.9% -$10.7K 0.03% 335
2024
Q1 		$1.16M Buy
5,653
+343
+6% +$68.4K 0.04% 339
2023
Q4 		$1.01M Buy
5,310
+276
+5% +$53.3K 0.03% 339
2023
Q3 		$958K Sell
5,034
-213
-4% -$40.8K 0.04% 317
2023
Q2 		$987K Buy
5,247
+299
+6% +$53.1K 0.04% 322
2023
Q1 		$824K Buy
4,948
+56
+1% +$9.33K 0.05% 309
2022
Q4 		$810K Buy
4,892
+1,892
+63% +$309K 0.05% 306
2022
Q3 		$448K Buy
3,000
+426
+17% +$68.4K 0.04% 352
2022
Q2 		$400K Buy
2,574
+377
+17% +$60.4K 0.03% 366
2022
Q1 		$374K Buy
2,197
+49
+2% +$7.72K 0.03% 422
2021
Q4 		$373K Buy
2,148
+731
+52% +$121K 0.03% 408
2021
Q3 		$215K Buy
+1,417
New +$214K 0.02% 498
2021
Q1 		– Sell
-1,613
Closed -$189K – 822
2020
Q4 		$189K Buy
+1,613
New +$183K 0.02% 408
2017
Q4 		– Sell
-776
Closed -$65K – 649
2017
Q3 		$65K Hold
776
– – 0.02% 307
2017
Q2 		$60K Hold
776
– – 0.01% 363
2017
Q1 		$57K Buy
+776
New +$55.5K 0.01% 380
2016
Q4 		– Sell
-776
Closed -$52K – 737
2016
Q3 		$52K Hold
776
– – 0.01% 305
2016
Q2 		$53K Hold
776
– – 0.01% 274
2016
Q1 		$47K Buy
+776
New +$43.5K 0.01% 199

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Perigon Wealth Management's MRSH Position: Q3 2026 in Review

Perigon Wealth Management reduced its Marsh (MRSH) stake by 2% in Q3 2026, selling an estimated $32.7K and leaving 8,588 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #485.

Perigon Wealth Management first reported a position in MRSH in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.35M in Q2 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Perigon Wealth Management held 8,588 shares of Marsh worth $1.47M as of Q3 2026.
  • Perigon Wealth Management sold 179 Marsh shares in Q3 2026, an estimated $32.7K.
  • Marsh made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #485 holding.
  • Perigon Wealth Management first reported a position in Marsh in Q1 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Marsh position peaked at $3.35M in Q2 2025.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.