White Pine Investment Company’s Marsh MRSH Stock Holding History

White Pine Investment Company’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	$486K	Sell	2,914 -6	-0.2%	-$1K	0.1%	56
2026 Q1	$506K	Sell	2,920 -173	-6%	-$31.1K	0.12%	54
2025 Q4	$574K	Hold	3,093	–	–	0.14%	53
2025 Q3	$623K	Sell	3,093 -148	-5%	-$30.4K	0.15%	55
2025 Q2	$709K	Sell	3,241 -55	-2%	-$12.4K	0.18%	51
2025 Q1	$804K	Sell	3,296 -445	-12%	-$101K	0.22%	51
2024 Q4	$795K	Sell	3,741 -65	-2%	-$14.4K	0.21%	51
2024 Q3	$849K	Sell	3,806 -94	-2%	-$20.9K	0.23%	51
2024 Q2	$822K	Buy	+3,900	New	+$801K	0.24%	49

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 22.96% 1-Year Est. Return

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

White Pine Investment Company's MRSH Position: Q2 2026 in Review

White Pine Investment Company reduced its Marsh (MRSH) stake by 0.21% in Q2 2026, selling an estimated $1K and leaving 2,914 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #56.

White Pine Investment Company first reported a position in MRSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $849K in Q3 2024. 745 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

White Pine Investment Company held 2,914 shares of Marsh worth $486K as of Q2 2026.
White Pine Investment Company sold 6 Marsh shares in Q2 2026, an estimated $1K.
Marsh made up 0.1% of White Pine Investment Company's portfolio in Q2 2026, its #56 holding.
White Pine Investment Company first reported a position in Marsh in Q2 2024 and has held it in 9 quarters since.
White Pine Investment Company's Marsh position peaked at $849K in Q3 2024.
745 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.