Delap Wealth Advisory
MRSH icon

Delap Wealth Advisory’s Marsh MRSH Stock Holding History

Delap Wealth 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 		$1.43M Buy
8,369
+34
+0.4% +$6.22K 0.49% 32
2026
Q2 		$1.39M Sell
8,335
-14
-0.2% -$2.34K 0.47% 36
2026
Q1 		$1.45M Hold
8,349
– – 0.55% 33
2025
Q4 		$1.55M Hold
8,349
– – 0.6% 33
2025
Q3 		$1.68M Sell
8,349
-1,222
-13% -$251K 0.71% 27
2025
Q2 		$2.09M Sell
9,571
-3
-0% -$677 1% 23
2025
Q1 		$2.34M Sell
9,574
-416
-4% -$94.4K 1.3% 21
2024
Q4 		$2.12M Buy
9,990
+416
+4% +$92.3K 1.27% 22
2024
Q3 		$2.14M Sell
9,574
-105
-1% -$23.3K 1.35% 21
2024
Q2 		$2.04M Sell
9,679
-811
-8% -$167K 0.94% 21
2024
Q1 		$2.16M Sell
10,490
-8,972
-46% -$1.79M 0.87% 25
2023
Q4 		$3.69M Buy
19,462
+9,780
+101% +$1.89M 1.67% 16
2023
Q3 		$1.84M Buy
9,682
+9
+0.1% +$1.72K 1.78% 16
2023
Q2 		$1.82M Sell
9,673
-321
-3% -$57K 1.78% 15
2023
Q1 		$1.66M Sell
9,994
-317
-3% -$52.8K 1.71% 17
2022
Q4 		$1.71M Buy
+10,311
New +$1.69M 1.78% 17

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

Delap Wealth Advisory's MRSH Position: Q3 2026 in Review

Delap Wealth Advisory increased its Marsh (MRSH) stake by 0.41% in Q3 2026, buying an estimated $6.22K and bringing the position to 8,369 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #32.

Delap Wealth Advisory first reported a position in MRSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.69M in Q4 2023. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Delap Wealth Advisory held 8,369 shares of Marsh worth $1.43M as of Q3 2026.
  • Delap Wealth Advisory bought 34 Marsh shares in Q3 2026, an estimated $6.22K.
  • Marsh made up 0.49% of Delap Wealth Advisory's portfolio in Q3 2026, its #32 holding.
  • Delap Wealth Advisory first reported a position in Marsh in Q4 2022 and has held it in 16 quarters since.
  • Delap Wealth Advisory's Marsh position peaked at $3.69M in Q4 2023.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.