MRSH Marsh
Marsh (MRSH) Institutional Ownership
What the institutions did with MRSH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Ridgewood Investments LLC | 8.5K | 17.8% |
| CX Institutional | 8.1K | 17.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6.2K | 12.9% |
| NEVILLE RODIE & SHAW INC | 5.5K | 11.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.2K | 8.8% |
| ROCKLAND TRUST CO | 3.3K | 6.9% |
| Boltwood Capital Management | 2.5K | 5.3% |
| EASTERN BANK | 2.3K | 4.7% |
| MassMutual Private Wealth & Trust, FSB | 2.2K | 4.7% |
| Versant Capital Management, Inc | 2.1K | 4.5% |
| ACIMA PRIVATE WEALTH, LLC | 1.7K | 3.6% |
| Rosenberg Matthew Hamilton | 903 | 1.9% |
| TOMPKINS FINANCIAL CORP | 56 | 0.1% |
| Miller Global Investments, LLC | 53 | 0.1% |
| Planning Strategies Inc. | 19 | 0.0% |
| Noble Wealth Management PBC | 8 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 56.5K | 8.1K | -48.4K |
| ROCKLAND TRUST CO | Reduced | 4.8K | 3.3K | -1.5K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 2.8K | 2.2K | -528 |
| Versant Capital Management, Inc | Increased | 1.9K | 2.1K | +238 |
| Boltwood Capital Management | Reduced | 2.8K | 2.5K | -225 |
| TOMPKINS FINANCIAL CORP | Reduced | 229 | 56 | -173 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 1.9K | 1.7K | -169 |
| Rosenberg Matthew Hamilton | Increased | 884 | 903 | +19 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 4.2K | 4.2K | -14 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 6.2K | 6.2K | -10 |
| Planning Strategies Inc. | Increased | 13 | 19 | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.