Cornerstone Advisory
MRSH icon

Cornerstone Advisory’s Marsh MRSH Stock Holding History

Cornerstone Advisory’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 		$322K Buy
1,885
+75
+4% +$13.7K 0.03% 218
2026
Q2 		$302K Buy
1,810
+17
+0.9% +$2.84K 0.03% 220
2026
Q1 		$311K Sell
1,793
-186
-9% -$33.4K 0.03% 208
2025
Q4 		$367K Sell
1,979
-229
-10% -$42.8K 0.04% 178
2025
Q3 		$445K Buy
2,208
+146
+7% +$30K 0.04% 159
2025
Q2 		$451K Buy
2,062
+53
+3% +$12K 0.05% 154
2025
Q1 		$456K Buy
2,009
+302
+18% +$68.5K 0.05% 144
2024
Q4 		$391K Buy
1,707
+94
+6% +$20.9K 0.04% 165
2024
Q3 		$360K Buy
1,613
+1
+0.1% +$222 0.05% 162
2024
Q2 		$340K Buy
1,612
+61
+4% +$12.5K 0.05% 155
2024
Q1 		$320K Buy
1,551
+53
+4% +$10.6K 0.05% 177
2023
Q4 		$284K Buy
+1,498
New +$289K 0.04% 187
2022
Q1 		– Sell
-369
Closed -$64K – 543
2021
Q4 		$64K Buy
+369
New +$61.3K 0.01% 389

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

Cornerstone Advisory's MRSH Position: Q3 2026 in Review

Cornerstone Advisory increased its Marsh (MRSH) stake by 4.1% in Q3 2026, buying an estimated $13.7K and bringing the position to 1,885 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #218.

Cornerstone Advisory first reported a position in MRSH in Q4 2021 and has held it in 13 quarters since. The position peaked at $456K in Q1 2025. 830 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Cornerstone Advisory held 1,885 shares of Marsh worth $322K as of Q3 2026.
  • Cornerstone Advisory bought 75 Marsh shares in Q3 2026, an estimated $13.7K.
  • Marsh made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #218 holding.
  • Cornerstone Advisory first reported a position in Marsh in Q4 2021 and has held it in 13 quarters since.
  • Cornerstone Advisory's Marsh position peaked at $456K in Q1 2025.
  • 830 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.