PFS Partners’s Marsh MRSH Stock Holding History

PFS Partners’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	$275K	Buy	1,614 +139	+9%	+$25.4K	0.11%	88
2026 Q2	$246K	Buy	1,475 +4	+0.3%	+$669	0.1%	91
2026 Q1	$255K	Buy	1,471 +1	+0.1%	+$180	0.12%	78
2025 Q4	$273K	Hold	1,470	–	–	0.12%	66
2025 Q3	$296K	Hold	1,470	–	–	0.14%	56
2025 Q2	$321K	Buy	1,470 +36	+3%	+$8.13K	0.16%	46
2025 Q1	$350K	Hold	1,434	–	–	0.19%	44
2024 Q4	$305K	Hold	1,434	–	–	0.16%	51
2024 Q3	$320K	Hold	1,434	–	–	0.18%	46
2024 Q2	$302K	Hold	1,434	–	–	0.19%	45
2024 Q1	$295K	Hold	1,434	–	–	0.2%	43
2023 Q4	$272K	Hold	1,434	–	–	0.19%	41
2023 Q3	$273K	Hold	1,434	–	–	0.24%	29
2023 Q2	$270K	Hold	1,434	–	–	0.23%	29
2023 Q1	$239K	Hold	1,434	–	–	0.23%	30
2022 Q4	$237K	Hold	1,434	–	–	0.25%	28
2022 Q3	$214K	Hold	1,434	–	–	0.23%	31
2022 Q2	$223K	Sell	1,434 -75	-5%	-$12K	0.22%	33
2022 Q1	$257K	Sell	1,509 -5	-0.3%	-$788	0.22%	29
2021 Q4	$263K	Buy	+1,514	New	+$251K	0.2%	33

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

PFS Partners's MRSH Position: Q3 2026 in Review

PFS Partners increased its Marsh (MRSH) stake by 9.4% in Q3 2026, buying an estimated $25.4K and bringing the position to 1,614 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #88.

PFS Partners first reported a position in MRSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $350K in Q1 2025. 313 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

PFS Partners held 1,614 shares of Marsh worth $275K as of Q3 2026.
PFS Partners bought 139 Marsh shares in Q3 2026, an estimated $25.4K.
Marsh made up 0.11% of PFS Partners's portfolio in Q3 2026, its #88 holding.
PFS Partners first reported a position in Marsh in Q4 2021 and has held it in 20 quarters since.
PFS Partners's Marsh position peaked at $350K in Q1 2025.
313 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.