Vista Investment Partners’s Marsh MRSH Stock Holding History

Vista Investment Partners’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	$600K	Hold	3,600	–	–	0.15%	110
2026 Q1	$624K	Hold	3,600	–	–	0.17%	105
2025 Q4	$668K	Hold	3,600	–	–	0.17%	106
2025 Q3	$726K	Hold	3,600	–	–	0.2%	96
2025 Q2	$787K	Hold	3,600	–	–	0.23%	90
2025 Q1	$879K	Hold	3,600	–	–	0.27%	82
2024 Q4	$765K	Hold	3,600	–	–	0.24%	86
2024 Q3	$803K	Hold	3,600	–	–	0.26%	83
2024 Q2	$759K	Hold	3,600	–	–	0.25%	89
2024 Q1	$742K	Hold	3,600	–	–	0.25%	92
2023 Q4	$682K	Buy	+3,600	New	+$696K	0.25%	88

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Vista Investment Partners's MRSH Position: Q2 2026 in Review

Vista Investment Partners held its Marsh (MRSH) position steady in Q2 2026 at 3,600 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #110.

Vista Investment Partners first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $879K in Q1 2025. 446 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Vista Investment Partners held 3,600 shares of Marsh worth $600K as of Q2 2026.
Vista Investment Partners left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.15% of Vista Investment Partners's portfolio in Q2 2026, its #110 holding.
Vista Investment Partners first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Marsh position peaked at $879K in Q1 2025.
446 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.