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AVITY INVESTMENT MANAGEMENT INC. → MRSH
AVITY INVESTMENT MANAGEMENT INC. MRSH Position History
Marsh & McLennan Companies, Inc. • Insurance
Quarters held
5
Latest value
$42.6M
Q3 2026
Peak value
$42.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $41.4M |
| Q4 2025 | $38.5M |
| Q1 2026 | $35.8M |
| Q2 2026 | $35.1M |
| Q3 2026 | $42.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.6M | 249.5K | — | — |
| Q2 2026 | $35.1M | 210.7K | — | — |
| Q1 2026 | $35.8M | 206.2K | — | — |
| Q4 2025 | $38.5M | 207.8K | — | — |
| Q3 2025 | $41.4M | 205.5K | — | — |
Other funds holding MRSH
$10.5B
$9.6B
$8.4B
$7.7B
$5.2B
$4.7B
$4.7B
$4.5B