Perpetual Ltd
MRSH icon

Perpetual Ltd’s Marsh MRSH Stock Holding History

Perpetual Ltd’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 		$675K Hold
3,952
– – 0.01% 268
2026
Q2 		$659K Buy
3,952
+8
+0.2% +$1.34K 0.01% 282
2026
Q1 		$684K Buy
3,944
+2,822
+252% +$507K 0.01% 267
2025
Q4 		$208K Buy
+1,122
New +$210K ﹤0.01% 408
2025
Q2 		– Sell
-1,200
Closed -$293K – 441
2025
Q1 		$293K Hold
1,200
– – ﹤0.01% 376
2024
Q4 		$255K Hold
1,200
– – ﹤0.01% 387
2024
Q3 		$268K Hold
1,200
– – ﹤0.01% 380
2024
Q2 		$253K Hold
1,200
– – ﹤0.01% 400
2024
Q1 		$247K Hold
1,200
– – ﹤0.01% 409
2023
Q4 		$227K Hold
1,200
– – ﹤0.01% 412
2023
Q3 		$228K Hold
1,200
– – ﹤0.01% 428
2023
Q2 		$226K Buy
+1,200
New +$213K ﹤0.01% 448
2015
Q1 		– Sell
-100,163
Closed -$5.73M – 206
2014
Q4 		$5.73M Sell
100,163
-31,150
-24% -$1.71M 0.67% 55
2014
Q3 		$6.87M Sell
131,313
-11,867
-8% -$619K 0.74% 39
2014
Q2 		$7.42M Sell
143,180
-10,120
-7% -$503K 0.65% 36
2014
Q1 		$7.56M Sell
153,300
-53,300
-26% -$2.55M 1.11% 28
2013
Q4 		$10M Sell
206,600
-157,800
-43% -$7.31M 1.31% 22
2013
Q3 		$15.9M Sell
364,400
-15,900
-4% -$669K 2.23% 5
2013
Q2 		$15.2M Buy
+380,300
New +$14.9M 2.28% 7

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Perpetual Ltd's MRSH Position: Q3 2026 in Review

Perpetual Ltd held its Marsh (MRSH) position steady in Q3 2026 at 3,952 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #268.

Perpetual Ltd first reported a position in MRSH in Q2 2013 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2013. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Perpetual Ltd held 3,952 shares of Marsh worth $675K as of Q3 2026.
  • Perpetual Ltd left its Marsh share count unchanged in Q3 2026.
  • Marsh made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #268 holding.
  • Perpetual Ltd first reported a position in Marsh in Q2 2013 and has held it in 19 quarters since.
  • Perpetual Ltd's Marsh position peaked at $15.9M in Q3 2013.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.