FFA
MRSH

Farther Finance Advisors’s Marsh MRSH Stock Holding History

Farther Finance 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 		$1.62M Buy
9,480
+1,937
+26% +$354K 0.01% 873
2026
Q2 		$1.26M Sell
7,543
-1,009
-12% -$169K 0.01% 964
2026
Q1 		$1.47M Buy
8,552
+392
+5% +$70.5K 0.01% 781
2025
Q4 		$1.51M Buy
8,160
+1,507
+23% +$282K 0.02% 703
2025
Q3 		$1.34M Buy
6,653
+2,354
+55% +$484K 0.02% 595
2025
Q2 		$940K Buy
4,299
+385
+10% +$86.9K 0.02% 617
2025
Q1 		$955K Sell
3,914
-222
-5% -$50.4K 0.02% 526
2024
Q4 		$878K Sell
4,136
-10
-0.2% -$2.22K 0.03% 401
2024
Q3 		$925K Sell
4,146
-179
-4% -$39.7K 0.03% 374
2024
Q2 		$909K Buy
4,325
+1,986
+85% +$408K 0.04% 324
2024
Q1 		$477K Buy
2,339
+871
+59% +$174K 0.03% 405
2023
Q4 		$278K Buy
1,468
+964
+191% +$186K 0.02% 475
2023
Q3 		$95.9K Buy
504
+52
+12% +$9.97K 0.02% 576
2023
Q2 		$85K Sell
452
-1
-0.2% -$177 0.02% 513
2023
Q1 		$75.4K Buy
453
+147
+48% +$24.5K 0.02% 489
2022
Q4 		$50.6K Buy
+306
New +$50K 0.02% 480

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
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Farther Finance Advisors's MRSH Position: Q3 2026 in Review

Farther Finance Advisors increased its Marsh (MRSH) stake by 26% in Q3 2026, buying an estimated $354K and bringing the position to 9,480 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #873.

Farther Finance Advisors first reported a position in MRSH in Q4 2022 and has held it in 16 quarters since. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Farther Finance Advisors held 9,480 shares of Marsh worth $1.62M as of Q3 2026.
  • Farther Finance Advisors bought 1,937 Marsh shares in Q3 2026, an estimated $354K.
  • Marsh made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #873 holding.
  • Farther Finance Advisors first reported a position in Marsh in Q4 2022 and has held it in 16 quarters since.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.