Allied Investment Advisors’s Marsh MRSH Stock Holding History

Allied Investment 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	$12.2M	Buy	+71,270	New	+$13M	1.15%	36

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

AIM

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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allied Investment Advisors's MRSH Position: Q3 2026 in Review

Allied Investment Advisors opened a new position in Marsh (MRSH) in Q3 2026: 71,270 shares worth $12.2M. The stake represents 1.15% of the portfolio and ranks #36 among its holdings.

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

Allied Investment Advisors held 71,270 shares of Marsh worth $12.2M as of Q3 2026.
Marsh was a new Allied Investment Advisors position in Q3 2026.
Marsh made up 1.15% of Allied Investment Advisors's portfolio in Q3 2026, its #36 holding.
153 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.