Diversify Advisory Services’s Marsh MRSH Stock Holding History

Diversify Advisory Services’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	$368K	Sell	1,972 -745	-27%	-$136K	0.01%	1030
2026 Q2	$498K	Buy	+2,717	New	+$454K	0.01%	867
2026 Q1	–	Sell	-5,911	Closed	-$1.08M	–	610
2025 Q4	$1.08M	Buy	5,911 +454	+8%	+$84.9K	0.03%	383
2025 Q3	$967K	Sell	5,457 -939	-15%	-$193K	0.03%	377
2025 Q2	$1.31M	Buy	+6,396	New	+$1.44M	0.05%	271
2025 Q1	–	Sell	-3,504	Closed	-$733K	–	668
2024 Q4	$733K	Sell	3,504 -659	-16%	-$146K	0.04%	287
2024 Q3	$923K	Sell	4,163 -194	-4%	-$43.1K	0.05%	266
2024 Q2	$923K	Sell	4,357 -784	-15%	-$161K	0.05%	262
2024 Q1	$1.05M	Buy	+5,141	New	+$1.02M	0.06%	239

Other funds holding MRSH

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Diversify Advisory Services's MRSH Position: Q3 2026 in Review

Diversify Advisory Services reduced its Marsh (MRSH) stake by 27% in Q3 2026, selling an estimated $136K and leaving 1,972 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1030.

Diversify Advisory Services first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q2 2025. 304 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Diversify Advisory Services held 1,972 shares of Marsh worth $368K as of Q3 2026.
Diversify Advisory Services sold 745 Marsh shares in Q3 2026, an estimated $136K.
Marsh made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1030 holding.
Diversify Advisory Services first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Marsh position peaked at $1.31M in Q2 2025.
304 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.