Walter Public Investments’s Marsh MRSH Stock Holding History

Walter Public 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 Q2	$6.23M	Sell	37,386 -31,300	-46%	-$5.23M	1.5%	28
2026 Q1	$11.9M	Sell	68,686 -38,265	-36%	-$6.88M	2.85%	14
2025 Q4	$19.8M	Sell	106,951 -6,348	-6%	-$1.19M	3.51%	10
2025 Q3	$22.8M	Buy	113,299 +8,593	+8%	+$1.77M	3.75%	10
2025 Q2	$22.9M	Sell	104,706 -14,420	-12%	-$3.26M	3.88%	11
2025 Q1	$29.1M	Buy	119,126 +6,184	+5%	+$1.4M	5.42%	2
2024 Q4	$24M	Buy	112,942 +448	+0.4%	+$99.4K	4.29%	4
2024 Q3	$25.1M	Buy	112,494 +4,807	+4%	+$1.07M	4.38%	4
2024 Q2	$22.7M	Buy	107,687 +13,396	+14%	+$2.75M	4.34%	7
2024 Q1	$19.4M	Buy	94,291 +707	+0.8%	+$141K	3.8%	9
2023 Q4	$17.7M	Buy	93,584 +8,000	+9%	+$1.55M	3.73%	9
2023 Q3	$16.3M	Sell	85,584 -410	-0.5%	-$78.6K	3.86%	9
2023 Q2	$16.2M	Buy	85,994 +10,983	+15%	+$1.95M	3.6%	10
2023 Q1	$12.5M	Buy	+75,011	New	+$12.5M	3.77%	13

Other funds holding MRSH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Walter Public Investments's MRSH Position: Q2 2026 in Review

Walter Public Investments reduced its Marsh (MRSH) stake by 46% in Q2 2026, selling an estimated $5.23M and leaving 37,386 shares worth $6.23M. The position accounts for 1.5% of the portfolio, ranked #28.

Walter Public Investments first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.1M in Q1 2025. 743 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Walter Public Investments held 37,386 shares of Marsh worth $6.23M as of Q2 2026.
Walter Public Investments sold 31,300 Marsh shares in Q2 2026, an estimated $5.23M.
Marsh made up 1.5% of Walter Public Investments's portfolio in Q2 2026, its #28 holding.
Walter Public Investments first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
Walter Public Investments's Marsh position peaked at $29.1M in Q1 2025.
743 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Walter Public Investments's 13F filing for Q2 2026, filed 5 Aug 2026.