Rothwell Investment Advisors, LLC’s Marsh MRSH Stock Holding History

Rothwell Investment Advisors, 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	$5.56K	Buy	+33	New	+$6.04K	﹤0.01%	893

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MRSH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Marsh (MRSH) in Q3 2026: 33 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings.

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

Rothwell Investment Advisors, LLC held 33 shares of Marsh worth $5.56K as of Q3 2026.
Marsh was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Marsh made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #893 holding.
815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.