RI
MRSH

Ridgewood Investments’s Marsh MRSH Stock Holding History

Ridgewood 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
Q3 		$1.45M Hold
8,488
– – 0.53% 55
2026
Q2 		$1.41M Buy
8,488
+1,847
+28% +$309K 0.53% 55
2026
Q1 		$1.15M Buy
+6,641
New +$1.19M 0.47% 63
2025
Q3 		$460K Buy
2,284
+2,091
+1,083% +$430K 0.19% 135
2025
Q2 		$42.2K Hold
193
– – 0.02% 356
2025
Q1 		$47.1K Hold
193
– – 0.02% 323
2024
Q4 		$41K Hold
193
– – 0.02% 337
2024
Q3 		$43.1K Hold
193
– – 0.02% 335
2024
Q2 		$40.7K Buy
+193
New +$39.6K 0.02% 347
2023
Q3 		– Sell
-193
Closed -$36.3K – 530
2023
Q2 		$36.3K Hold
193
– – 0.02% 374
2023
Q1 		$32.1K Buy
+193
New +$32.2K 0.02% 403

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments's MRSH Position: Q3 2026 in Review

Ridgewood Investments held its Marsh (MRSH) position steady in Q3 2026 at 8,488 shares worth $1.45M. The position accounts for 0.53% of the portfolio, ranked #55.

Ridgewood Investments first reported a position in MRSH in Q1 2023 and has held it in 11 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Ridgewood Investments held 8,488 shares of Marsh worth $1.45M as of Q3 2026.
  • Ridgewood Investments left its Marsh share count unchanged in Q3 2026.
  • Marsh made up 0.53% of Ridgewood Investments's portfolio in Q3 2026, its #55 holding.
  • Ridgewood Investments first reported a position in Marsh in Q1 2023 and has held it in 11 quarters since.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.