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Elevation Wealth Partners’s Marsh MRSH Stock Holding History

Elevation Wealth Partners’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 		$91K Buy
533
+57
+12% +$10.4K 0.03% 216
2026
Q2 		$79.4K Buy
476
+165
+53% +$27.6K 0.02% 218
2026
Q1 		$53.9K Buy
311
+59
+23% +$10.6K 0.02% 230
2025
Q4 		$46.8K Sell
252
-6
-2% -$1.12K 0.02% 249
2025
Q3 		$51.9K Buy
258
+21
+9% +$4.32K 0.02% 243
2025
Q2 		$51.9K Buy
237
+30
+14% +$6.77K 0.02% 229
2025
Q1 		$50.5K Buy
207
+29
+16% +$6.58K 0.02% 223
2024
Q4 		$37.8K Buy
178
+31
+21% +$6.88K 0.02% 259
2024
Q3 		$32.8K Hold
147
– – 0.01% 265
2024
Q2 		$31K Hold
147
– – 0.01% 257
2024
Q1 		$30.3K Hold
147
– – 0.02% 269
2023
Q4 		$28K Hold
147
– – 0.02% 257
2023
Q3 		$28K Hold
147
– – 0.02% 190
2023
Q2 		$27.6K Hold
147
– – 0.02% 195
2023
Q1 		$24.5K Buy
+147
New +$24.5K 0.02% 202

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's MRSH Position: Q3 2026 in Review

Elevation Wealth Partners increased its Marsh (MRSH) stake by 12% in Q3 2026, buying an estimated $10.4K and bringing the position to 533 shares worth $91K. The position accounts for 0.03% of the portfolio, ranked #216.

Elevation Wealth Partners first reported a position in MRSH in Q1 2023 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Elevation Wealth Partners held 533 shares of Marsh worth $91K as of Q3 2026.
  • Elevation Wealth Partners bought 57 Marsh shares in Q3 2026, an estimated $10.4K.
  • Marsh made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #216 holding.
  • Elevation Wealth Partners first reported a position in Marsh in Q1 2023 and has held it in 15 quarters since.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.