Addison Advisors
MRSH icon

Addison Advisors’s Marsh MRSH Stock Holding History

Addison Advisors’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 		$513 Buy
+3
New +$549 ﹤0.01% 734
2026
Q2 		– Sell
-245
Closed -$42.5K – 880
2026
Q1 		$42.5K Sell
245
-135
-36% -$24.3K 0.01% 453
2025
Q4 		$70.5K Buy
380
+129
+51% +$24.1K 0.02% 368
2025
Q3 		$50.6K Sell
251
-130
-34% -$26.7K 0.01% 419
2025
Q2 		$83.3K Sell
381
-15
-4% -$3.39K 0.02% 330
2025
Q1 		$96.6K Sell
396
-13
-3% -$2.95K 0.03% 306
2024
Q4 		$86.9K Buy
409
+119
+41% +$26.4K 0.02% 318
2024
Q3 		$64.7K Hold
290
– – 0.02% 358
2024
Q2 		$61.1K Sell
290
-307
-51% -$63.1K 0.02% 349
2024
Q1 		$123K Hold
597
– – 0.04% 263
2023
Q4 		$113K Buy
597
+150
+34% +$29K 0.04% 261
2023
Q3 		$85.1K Hold
447
– – 0.04% 265
2023
Q2 		$84.1K Hold
447
– – 0.04% 260
2023
Q1 		$74.4K Sell
447
-7
-2% -$1.17K 0.04% 254
2022
Q4 		$75.1K Hold
454
– – 0.05% 248
2022
Q3 		$68K Hold
454
– – 0.04% 230
2022
Q2 		$70K Hold
454
– – 0.04% 228
2022
Q1 		$77K Buy
454
+150
+49% +$23.6K 0.04% 233
2021
Q4 		$53K Buy
304
+7
+2% +$1.16K 0.03% 240
2021
Q3 		$45K Hold
297
– – 0.04% 195
2021
Q2 		$42K Buy
+297
New +$39.8K 0.03% 197
2020
Q4 		$35K Buy
+297
New +$33.7K 0.03% 206

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Addison Advisors's MRSH Position: Q3 2026 in Review

Addison Advisors opened a new position in Marsh (MRSH) in Q3 2026: 3 shares worth $513. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Addison Advisors previously reported a position in MRSH as recently as Q1 2026.

Addison Advisors first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $123K in Q1 2024. 878 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Addison Advisors held 3 shares of Marsh worth $513 as of Q3 2026.
  • Marsh was a new Addison Advisors position in Q3 2026.
  • Marsh made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #734 holding.
  • Addison Advisors first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
  • Addison Advisors's Marsh position peaked at $123K in Q1 2024.
  • 878 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

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