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Baker Tilly Wealth Management’s Marsh MRSH Stock Holding History

Baker Tilly Wealth Management’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 		$1.06M Sell
6,188
-10
-0.2% -$1.83K 0.21% 84
2026
Q2 		$1.03M Buy
6,198
+399
+7% +$66.7K 0.22% 85
2026
Q1 		$1.01M Buy
5,799
+2,516
+77% +$452K 0.24% 79
2025
Q4 		$609K Buy
3,283
+525
+19% +$98.1K 0.15% 139
2025
Q3 		$556K Buy
+2,758
New +$567K 0.13% 138

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management's MRSH Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Marsh (MRSH) stake by 0.16% in Q3 2026, selling an estimated $1.83K and leaving 6,188 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #84.

Baker Tilly Wealth Management first reported a position in MRSH in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Baker Tilly Wealth Management held 6,188 shares of Marsh worth $1.06M as of Q3 2026.
  • Baker Tilly Wealth Management sold 10 Marsh shares in Q3 2026, an estimated $1.83K.
  • Marsh made up 0.21% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Baker Tilly Wealth Management first reported a position in Marsh in Q3 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.