PVI
MRSH

Pine Valley Investments’s Marsh MRSH Stock Holding History

Pine Valley 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
Q2 		$345K Buy
2,067
+79
+4% +$13.2K 0.01% 469
2026
Q1 		$345K Buy
1,988
+56
+3% +$10.1K 0.02% 441
2025
Q4 		$358K Buy
1,932
+2
+0.1% +$374 0.02% 418
2025
Q3 		$389K Buy
1,930
+139
+8% +$28.6K 0.02% 395
2025
Q2 		$392K Sell
1,791
-10
-0.6% -$2.26K 0.02% 377
2025
Q1 		$439K Sell
1,801
-179
-9% -$40.6K 0.03% 355
2024
Q4 		$421K Sell
1,980
-4
-0.2% -$887 0.03% 362
2024
Q3 		$443K Sell
1,984
-159
-7% -$35.3K 0.03% 341
2024
Q2 		$452K Sell
2,143
-119
-5% -$24.4K 0.03% 321
2024
Q1 		$466K Sell
2,262
-192
-8% -$38.3K 0.03% 321
2023
Q4 		$465K Sell
2,454
-84
-3% -$16.2K 0.03% 316
2023
Q3 		$483K Sell
2,538
-60
-2% -$11.5K 0.04% 288
2023
Q2 		$489K Buy
2,598
+1
+0% +$177 0.05% 260
2023
Q1 		$453K Buy
+2,597
New +$433K 0.07% 189

Other funds holding MRSH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pine Valley Investments's MRSH Position: Q2 2026 in Review

Pine Valley Investments increased its Marsh (MRSH) stake by 4% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,067 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #469.

Pine Valley Investments first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $489K in Q2 2023. 745 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Pine Valley Investments held 2,067 shares of Marsh worth $345K as of Q2 2026.
  • Pine Valley Investments bought 79 Marsh shares in Q2 2026, an estimated $13.2K.
  • Marsh made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #469 holding.
  • Pine Valley Investments first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Marsh position peaked at $489K in Q2 2023.
  • 745 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.