Claro Advisors
MRSH icon

Claro Advisors’s Marsh MRSH Stock Holding History

Claro Advisors’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 		$344K Buy
2,017
+689
+52% +$126K 0.03% 374
2026
Q2 		$221K Sell
1,328
-203
-13% -$33.9K 0.02% 494
2026
Q1 		$266K Sell
1,531
-4
-0.3% -$719 0.03% 408
2025
Q4 		$285K Buy
1,535
+423
+38% +$79.1K 0.04% 338
2025
Q3 		$224K Buy
+1,112
New +$229K 0.03% 364
2025
Q2 		– Sell
-1,669
Closed -$407K – 459
2025
Q1 		$407K Buy
1,669
+247
+17% +$56K 0.05% 314
2024
Q4 		$302K Buy
1,422
+112
+9% +$24.8K 0.04% 360
2024
Q3 		$292K Buy
+1,310
New +$291K 0.04% 387
2019
Q1 		– Sell
-91
Closed -$8K – 647
2018
Q4 		$8K Buy
+91
New +$7.59K 0.01% 715

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Claro Advisors's MRSH Position: Q3 2026 in Review

Claro Advisors increased its Marsh (MRSH) stake by 52% in Q3 2026, buying an estimated $126K and bringing the position to 2,017 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #374.

Claro Advisors first reported a position in MRSH in Q4 2018 and has held it in 9 quarters since. The position peaked at $407K in Q1 2025. 944 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Claro Advisors held 2,017 shares of Marsh worth $344K as of Q3 2026.
  • Claro Advisors bought 689 Marsh shares in Q3 2026, an estimated $126K.
  • Marsh made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #374 holding.
  • Claro Advisors first reported a position in Marsh in Q4 2018 and has held it in 9 quarters since.
  • Claro Advisors's Marsh position peaked at $407K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.