TrueFG’s Marsh MRSH Stock Holding History

TrueFG’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	$854K	Hold	5,000	–	–	0.2%	26
2026 Q2	$833K	Hold	5,000	–	–	0.19%	25
2026 Q1	$867K	Hold	5,000	–	–	0.23%	22
2025 Q4	$928K	Hold	5,000	–	–	0.25%	24
2025 Q3	$1.01M	Hold	5,000	–	–	0.28%	20
2025 Q2	$1.09M	Buy	5,000 +1,500	+43%	+$339K	0.32%	18
2025 Q1	$854K	Hold	3,500	–	–	0.28%	20
2024 Q4	$743K	Hold	3,500	–	–	0.24%	23
2024 Q3	$781K	Hold	3,500	–	–	0.26%	21
2024 Q2	$738K	Hold	3,500	–	–	0.27%	21
2024 Q1	$721K	Hold	3,500	–	–	0.26%	21
2023 Q4	$663K	Hold	3,500	–	–	0.26%	21
2023 Q3	$666K	Hold	3,500	–	–	0.29%	19
2023 Q2	$658K	Hold	3,500	–	–	0.28%	20
2023 Q1	$583K	Hold	3,500	–	–	0.26%	22
2022 Q4	$579K	Hold	3,500	–	–	0.28%	21
2022 Q3	$523K	Hold	3,500	–	–	0.28%	21
2022 Q2	$543K	Hold	3,500	–	–	0.28%	21
2022 Q1	$596K	Hold	3,500	–	–	0.27%	21
2021 Q4	$608K	Hold	3,500	–	–	0.27%	21
2021 Q3	$584K	Hold	3,500	–	–	0.26%	22
2021 Q2	$492K	Hold	3,500	–	–	0.25%	22
2021 Q1	$426K	Hold	3,500	–	–	0.23%	23
2020 Q4	$410K	Hold	3,500	–	–	0.25%	23
2020 Q3	$401K	Hold	3,500	–	–	0.28%	23
2020 Q2	$376K	Hold	3,500	–	–	0.28%	23
2020 Q1	$303K	Hold	3,500	–	–	0.27%	24
2019 Q4	$390K	Buy	+3,500	New	+$366K	0.3%	22

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

TrueFG's MRSH Position: Q3 2026 in Review

TrueFG held its Marsh (MRSH) position steady in Q3 2026 at 5,000 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #26.

TrueFG first reported a position in MRSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q2 2025. 235 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

TrueFG held 5,000 shares of Marsh worth $854K as of Q3 2026.
TrueFG left its Marsh share count unchanged in Q3 2026.
Marsh made up 0.2% of TrueFG's portfolio in Q3 2026, its #26 holding.
TrueFG first reported a position in Marsh in Q4 2019 and has held it in 28 quarters since.
TrueFG's Marsh position peaked at $1.09M in Q2 2025.
235 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.