Alta Advisers’s Marsh MRSH Stock Holding History

Alta Advisers’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	$605K	Buy	3,543 +1,665	+89%	+$305K	0.09%	134
2026 Q2	$313K	Hold	1,878	–	–	0.07%	135
2026 Q1	$326K	Hold	1,878	–	–	0.12%	123
2025 Q4	$348K	Sell	1,878 -400	-18%	-$74.8K	0.13%	114
2025 Q3	$459K	Hold	2,278	–	–	0.14%	116
2025 Q2	$498K	Hold	2,278	–	–	0.18%	106
2025 Q1	$556K	Buy	2,278 +700	+44%	+$159K	0.24%	88
2024 Q4	$335K	Buy	1,578 +115	+8%	+$25.5K	0.21%	92
2024 Q3	$326K	Hold	1,463	–	–	0.15%	78
2024 Q2	$308K	Buy	1,463 +163	+13%	+$33.5K	0.15%	82
2024 Q1	$268K	Hold	1,300	–	–	0.13%	97
2023 Q4	$246K	Hold	1,300	–	–	0.13%	101
2023 Q3	$247K	Hold	1,300	–	–	0.14%	83
2023 Q2	$245K	Hold	1,300	–	–	0.14%	86
2023 Q1	$217K	Hold	1,300	–	–	0.13%	94
2022 Q4	$215K	Hold	1,300	–	–	0.13%	95
2022 Q3	$194K	Buy	+1,300	New	+$209K	0.12%	93

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

Alta Advisers's MRSH Position: Q3 2026 in Review

Alta Advisers increased its Marsh (MRSH) stake by 89% in Q3 2026, buying an estimated $305K and bringing the position to 3,543 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #134.

Alta Advisers first reported a position in MRSH in Q3 2022 and has held it in 17 quarters since. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Alta Advisers held 3,543 shares of Marsh worth $605K as of Q3 2026.
Alta Advisers bought 1,665 Marsh shares in Q3 2026, an estimated $305K.
Marsh made up 0.09% of Alta Advisers's portfolio in Q3 2026, its #134 holding.
Alta Advisers first reported a position in Marsh in Q3 2022 and has held it in 17 quarters since.
815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.