PMIM
MRSH

Prudent Man Investment Management’s Marsh MRSH Stock Holding History

Prudent Man 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
Q2 		$3.52K Hold
19
– – ﹤0.01% 133
2026
Q1 		$3.52K Hold
19
– – ﹤0.01% 133
2025
Q4 		$3.52K Buy
+19
New +$3.55K ﹤0.01% 133

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
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 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Prudent Man Investment Management's MRSH Position: Q2 2026 in Review

Prudent Man Investment Management held its Marsh (MRSH) position steady in Q2 2026 at 19 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Prudent Man Investment Management first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 674 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Prudent Man Investment Management held 19 shares of Marsh worth $3.52K as of Q2 2026.
  • Prudent Man Investment Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #133 holding.
  • Prudent Man Investment Management first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 674 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.