EP
MRSH icon

Essential Partners’s Marsh MRSH Stock Holding History

Essential 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 		$458K Buy
2,681
+285
+12% +$52.1K 0.21% 82
2026
Q2 		$399K Buy
2,396
+1,528
+176% +$255K 0.18% 112
2026
Q1 		$151K Sell
868
-328
-27% -$59K 0.05% 327
2025
Q4 		$222K Sell
1,196
-141
-11% -$26.4K 0.07% 299
2025
Q3 		$269K Buy
1,337
+1,107
+481% +$228K 0.09% 265
2025
Q2 		$50.3K Buy
+230
New +$51.9K 0.02% 471

Other funds holding MRSH

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Essential Partners's MRSH Position: Q3 2026 in Review

Essential Partners increased its Marsh (MRSH) stake by 12% in Q3 2026, buying an estimated $52.1K and bringing the position to 2,681 shares worth $458K. The position accounts for 0.21% of the portfolio, ranked #82.

Essential Partners first reported a position in MRSH in Q2 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Essential Partners held 2,681 shares of Marsh worth $458K as of Q3 2026.
  • Essential Partners bought 285 Marsh shares in Q3 2026, an estimated $52.1K.
  • Marsh made up 0.21% of Essential Partners's portfolio in Q3 2026, its #82 holding.
  • Essential Partners first reported a position in Marsh in Q2 2025 and has held it in 6 quarters since.
  • 136 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.