Annex Advisory Services
MRSH icon

Annex Advisory Services’s Marsh MRSH Stock Holding History

Annex Advisory Services’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 		$350K Buy
2,049
+99
+5% +$18.1K 0.01% 308
2026
Q2 		$325K Sell
1,950
-42,794
-96% -$7.15M 0.01% 295
2026
Q1 		$7.76M Buy
44,744
+627
+1% +$113K 0.15% 90
2025
Q4 		$8.18M Sell
44,117
-52,239
-54% -$9.8M 0.16% 93
2025
Q3 		$19.4M Buy
96,356
+22,916
+31% +$4.71M 0.41% 60
2025
Q2 		$16.1M Buy
73,440
+10,140
+16% +$2.29M 0.39% 55
2025
Q1 		$15.4M Buy
63,300
+1,288
+2% +$292K 0.44% 58
2024
Q4 		$13.2M Buy
62,012
+2,626
+4% +$583K 0.4% 58
2024
Q3 		$13.2M Buy
59,386
+1,814
+3% +$403K 0.42% 52
2024
Q2 		$12.1M Buy
57,572
+1,423
+3% +$292K 0.43% 50
2024
Q1 		$11.6M Buy
56,149
+966
+2% +$193K 0.41% 48
2023
Q4 		$10.5M Buy
55,183
+1,840
+3% +$356K 0.44% 48
2023
Q3 		$10.2M Buy
53,343
+2,746
+5% +$526K 0.61% 41
2023
Q2 		$9.5M Sell
50,597
-3,020
-6% -$536K 0.53% 38
2023
Q1 		$8.93M Buy
53,617
+35,541
+197% +$5.92M 0.48% 36
2022
Q4 		$2.99M Buy
18,076
+12,520
+225% +$2.05M 0.17% 75
2022
Q3 		$830K Sell
5,556
-589
-10% -$94.5K 0.06% 128
2022
Q2 		$954K Sell
6,145
-1,184
-16% -$190K 0.07% 131
2022
Q1 		$1.25M Sell
7,329
-431
-6% -$67.9K 0.09% 118
2021
Q4 		$1.35M Buy
7,760
+270
+4% +$44.8K 0.09% 111
2021
Q3 		$1.13M Sell
7,490
-425
-5% -$64.3K 0.09% 104
2021
Q2 		$1.11M Sell
7,915
-259
-3% -$34.7K 0.09% 109
2021
Q1 		$995K Sell
8,174
-625
-7% -$72K 0.1% 112
2020
Q4 		$1.03M Buy
+8,799
New +$1000K 0.1% 108

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

Annex Advisory Services's MRSH Position: Q3 2026 in Review

Annex Advisory Services increased its Marsh (MRSH) stake by 5.1% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,049 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #308.

Annex Advisory Services first reported a position in MRSH in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.4M in Q3 2025. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Annex Advisory Services held 2,049 shares of Marsh worth $350K as of Q3 2026.
  • Annex Advisory Services bought 99 Marsh shares in Q3 2026, an estimated $18.1K.
  • Marsh made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #308 holding.
  • Annex Advisory Services first reported a position in Marsh in Q4 2020 and has held it in 24 quarters since.
  • Annex Advisory Services's Marsh position peaked at $19.4M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.