Broadway Wealth Solutions
MRSH icon

Broadway Wealth Solutions’s Marsh MRSH Stock Holding History

Broadway Wealth Solutions’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 		$824K Sell
4,825
-1,141
-19% -$209K 0.37% 25
2026
Q2 		$994K Buy
5,966
+859
+17% +$144K 0.46% 24
2026
Q1 		$886K Sell
5,107
-9
-0.2% -$1.62K 0.46% 22
2025
Q4 		$949K Sell
5,116
-17
-0.3% -$3.18K 0.51% 21
2025
Q3 		$1.03M Hold
5,133
– – 0.58% 20
2025
Q2 		$1.12M Hold
5,133
– – 0.7% 19
2025
Q1 		$1.25M Buy
5,133
+26
+0.5% +$5.9K 0.91% 17
2024
Q4 		$1.08M Buy
+5,107
New +$1.13M 0.82% 17

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Broadway Wealth Solutions's MRSH Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Marsh (MRSH) stake by 19% in Q3 2026, selling an estimated $209K and leaving 4,825 shares worth $824K. The position accounts for 0.37% of the portfolio, ranked #25.

Broadway Wealth Solutions first reported a position in MRSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q1 2025. 719 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Broadway Wealth Solutions held 4,825 shares of Marsh worth $824K as of Q3 2026.
  • Broadway Wealth Solutions sold 1,141 Marsh shares in Q3 2026, an estimated $209K.
  • Marsh made up 0.37% of Broadway Wealth Solutions's portfolio in Q3 2026, its #25 holding.
  • Broadway Wealth Solutions first reported a position in Marsh in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Marsh position peaked at $1.25M in Q1 2025.
  • 719 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.