Verity & Verity
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Verity & Verity’s Marsh MRSH Stock Holding History

Verity & Verity’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 		$203K Sell
1,190
-850
-42% -$155K 0.01% 135
2026
Q2 		$340K Buy
2,040
+140
+7% +$23.4K 0.02% 116
2026
Q1 		$330K Buy
1,900
+100
+6% +$18K 0.02% 114
2025
Q4 		$334K Buy
+1,800
New +$336K 0.03% 127

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Verity & Verity's MRSH Position: Q3 2026 in Review

Verity & Verity reduced its Marsh (MRSH) stake by 42% in Q3 2026, selling an estimated $155K and leaving 1,190 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #135.

Verity & Verity first reported a position in MRSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $340K in Q2 2026. 392 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Verity & Verity held 1,190 shares of Marsh worth $203K as of Q3 2026.
  • Verity & Verity sold 850 Marsh shares in Q3 2026, an estimated $155K.
  • Marsh made up 0.01% of Verity & Verity's portfolio in Q3 2026, its #135 holding.
  • Verity & Verity first reported a position in Marsh in Q4 2025 and has held it in 4 quarters since.
  • Verity & Verity's Marsh position peaked at $340K in Q2 2026.
  • 392 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.