Detalus Advisors’s Marsh MRSH Stock Holding History

Detalus 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	$247K	Sell	1,449 -15	-1%	-$2.74K	0.05%	165
2026 Q2	$244K	Sell	1,464 -3	-0.2%	-$501	0.05%	168
2026 Q1	$254K	Sell	1,467 -113	-7%	-$20.3K	0.06%	152
2025 Q4	$293K	Hold	1,580	–	–	0.07%	139
2025 Q3	$318K	Hold	1,580	–	–	0.08%	129
2025 Q2	$345K	Hold	1,580	–	–	0.1%	122
2025 Q1	$386K	Buy	1,580 +39	+3%	+$8.85K	0.12%	102
2024 Q4	$327K	Hold	1,541	–	–	0.11%	106
2024 Q3	$344K	Hold	1,541	–	–	0.11%	104
2024 Q2	$325K	Hold	1,541	–	–	0.11%	103
2024 Q1	$317K	Hold	1,541	–	–	0.11%	105
2023 Q4	$292K	Hold	1,541	–	–	0.12%	109
2023 Q3	$293K	Hold	1,541	–	–	0.14%	104
2023 Q2	$290K	Hold	1,541	–	–	0.13%	108
2023 Q1	$257K	Hold	1,541	–	–	0.12%	114
2022 Q4	$255K	Buy	+1,541	New	+$252K	0.12%	112

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Detalus Advisors's MRSH Position: Q3 2026 in Review

Detalus Advisors reduced its Marsh (MRSH) stake by 1% in Q3 2026, selling an estimated $2.74K and leaving 1,449 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #165.

Detalus Advisors first reported a position in MRSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $386K in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Detalus Advisors held 1,449 shares of Marsh worth $247K as of Q3 2026.
Detalus Advisors sold 15 Marsh shares in Q3 2026, an estimated $2.74K.
Marsh made up 0.05% of Detalus Advisors's portfolio in Q3 2026, its #165 holding.
Detalus Advisors first reported a position in Marsh in Q4 2022 and has held it in 16 quarters since.
Detalus Advisors's Marsh position peaked at $386K in Q1 2025.
967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.