C2C Wealth Management’s Marsh MRSH Stock Holding History

C2C 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	$440K	Hold	2,580	–	–	0.34%	55
2026 Q2	$430K	Hold	2,580	–	–	0.34%	56
2026 Q1	$448K	Hold	2,580	–	–	0.38%	50
2025 Q4	$479K	Hold	2,580	–	–	0.4%	49
2025 Q3	$520K	Hold	2,580	–	–	0.45%	46
2025 Q2	$564K	Hold	2,580	–	–	0.51%	45
2025 Q1	$630K	Hold	2,580	–	–	0.59%	41
2024 Q4	$548K	Hold	2,580	–	–	0.51%	44
2024 Q3	$563K	Hold	2,580	–	–	0.52%	44
2024 Q2	$544K	Hold	2,580	–	–	0.53%	44
2024 Q1	$531K	Hold	2,580	–	–	0.53%	45
2023 Q4	$487K	Hold	2,580	–	–	0.41%	55
2023 Q3	$486K	Hold	2,580	–	–	0.07%	151
2023 Q2	$487K	Hold	2,580	–	–	0.06%	154
2023 Q1	$439K	Hold	2,580	–	–	0.07%	157
2022 Q4	$439K	Hold	2,580	–	–	0.08%	109
2022 Q3	$409K	Hold	2,580	–	–	0.08%	114
2022 Q2	$395K	Hold	2,580	–	–	0.07%	122
2022 Q1	$448K	Hold	2,580	–	–	0.08%	123
2021 Q4	$448K	Buy	+2,580	New	+$429K	0.06%	134

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

C2C Wealth Management's MRSH Position: Q3 2026 in Review

C2C Wealth Management held its Marsh (MRSH) position steady in Q3 2026 at 2,580 shares worth $440K. The position accounts for 0.34% of the portfolio, ranked #55.

C2C Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $630K in Q1 2025. 820 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

C2C Wealth Management held 2,580 shares of Marsh worth $440K as of Q3 2026.
C2C Wealth Management left its Marsh share count unchanged in Q3 2026.
Marsh made up 0.34% of C2C Wealth Management's portfolio in Q3 2026, its #55 holding.
C2C Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 20 quarters since.
C2C Wealth Management's Marsh position peaked at $630K in Q1 2025.
820 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.