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 Q3	$469K	Sell	2,748 -166	-6%	-$30.4K	0.1%	58
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

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

NONA

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

AIM

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

White Pine Investment Company's MRSH Position: Q3 2026 in Review

White Pine Investment Company reduced its Marsh (MRSH) stake by 5.7% in Q3 2026, selling an estimated $30.4K and leaving 2,748 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #58.

White Pine Investment Company first reported a position in MRSH in Q2 2024 and has held it in 10 quarters since. The position peaked at $849K in Q3 2024. 208 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

White Pine Investment Company held 2,748 shares of Marsh worth $469K as of Q3 2026.
White Pine Investment Company sold 166 Marsh shares in Q3 2026, an estimated $30.4K.
Marsh made up 0.1% of White Pine Investment Company's portfolio in Q3 2026, its #58 holding.
White Pine Investment Company first reported a position in Marsh in Q2 2024 and has held it in 10 quarters since.
White Pine Investment Company's Marsh position peaked at $849K in Q3 2024.
208 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on White Pine Investment Company's 13F filing for Q3 2026, filed 15 Oct 2026.