Defined Wealth Management’s Marsh MRSH Stock Holding History

Defined 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	$518K	Sell	3,036 -39	-1%	-$7.13K	0.27%	80
2026 Q2	$513K	Sell	3,075 -122	-4%	-$20.4K	0.26%	80
2026 Q1	$555K	Buy	3,197 +40	+1%	+$7.19K	0.32%	72
2025 Q4	$586K	Buy	3,157 +10	+0.3%	+$1.87K	0.34%	67
2025 Q3	$634K	Sell	3,147 -55	-2%	-$11.3K	0.37%	61
2025 Q2	$700K	Buy	3,202 +4	+0.1%	+$903	0.43%	54
2025 Q1	$780K	Buy	3,198 +47	+1%	+$10.7K	0.52%	51
2024 Q4	$669K	Buy	3,151 +5	+0.2%	+$1.11K	0.44%	53
2024 Q3	$702K	Buy	3,146 +15	+0.5%	+$3.33K	0.46%	53
2024 Q2	$660K	Buy	3,131 +16	+0.5%	+$3.29K	0.46%	56
2024 Q1	$642K	Sell	3,115 -3	-0.1%	-$598	0.46%	56
2023 Q4	$591K	Buy	3,118 +5	+0.2%	+$966	0.45%	57
2023 Q3	$592K	Buy	3,113 +16	+0.5%	+$3.07K	0.51%	52
2023 Q2	$582K	Buy	3,097 +2	+0.1%	+$355	0.49%	54
2023 Q1	$515K	Hold	3,095	–	–	0.48%	55
2022 Q4	$512K	Hold	3,095	–	–	0.48%	54
2022 Q3	$462K	Hold	3,095	–	–	0.5%	50
2022 Q2	$480K	Hold	3,095	–	–	0.49%	51
2022 Q1	$527K	Hold	3,095	–	–	0.46%	48
2021 Q4	$538K	Hold	3,095	–	–	0.44%	52
2021 Q3	$469K	Hold	3,095	–	–	0.42%	52
2021 Q2	$435K	Hold	3,095	–	–	0.39%	61
2021 Q1	$377K	Hold	3,095	–	–	0.36%	63
2020 Q4	$362K	Buy	+3,095	New	+$352K	0.36%	60

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Defined Wealth Management reduced its Marsh (MRSH) stake by 1.3% in Q3 2026, selling an estimated $7.13K and leaving 3,036 shares worth $518K. The position accounts for 0.27% of the portfolio, ranked #80.

Defined Wealth Management first reported a position in MRSH in Q4 2020 and has held it in 24 quarters since. The position peaked at $780K in Q1 2025. 245 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Defined Wealth Management held 3,036 shares of Marsh worth $518K as of Q3 2026.
Defined Wealth Management sold 39 Marsh shares in Q3 2026, an estimated $7.13K.
Marsh made up 0.27% of Defined Wealth Management's portfolio in Q3 2026, its #80 holding.
Defined Wealth Management first reported a position in Marsh in Q4 2020 and has held it in 24 quarters since.
Defined Wealth Management's Marsh position peaked at $780K in Q1 2025.
245 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.