STACKSTONE WEALTH, LLC’s Marsh MRSH Stock Holding History

STACKSTONE WEALTH, LLC’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	$2.98M	Buy	+17,466	New	+$3.19M	0.29%	90

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

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

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

STACKSTONE WEALTH, LLC's MRSH Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Marsh (MRSH) in Q3 2026: 17,466 shares worth $2.98M. The stake represents 0.29% of the portfolio and ranks #90 among its holdings.

235 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

STACKSTONE WEALTH, LLC held 17,466 shares of Marsh worth $2.98M as of Q3 2026.
Marsh was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Marsh made up 0.29% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #90 holding.
235 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.