Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Marsh MRSH Stock Holding History

Fifth Third Wealth 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 		$1.01M Buy
5,891
+351
+6% +$64.2K 0.03% 314
2026
Q2 		$923K Sell
5,540
-462
-8% -$77.2K 0.03% 313
2026
Q1 		$1.04M Buy
6,002
+359
+6% +$64.5K 0.04% 265
2025
Q4 		$1.05M Sell
5,643
-457
-7% -$85.4K 0.04% 250
2025
Q3 		$1.23M Sell
6,100
-160
-3% -$32.9K 0.05% 213
2025
Q2 		$1.37M Sell
6,260
-921
-13% -$208K 0.06% 204
2025
Q1 		$1.75M Buy
7,181
+746
+12% +$169K 0.09% 155
2024
Q4 		$1.37M Buy
6,435
+1,708
+36% +$379K 0.07% 170
2024
Q3 		$1.05M Buy
4,727
+249
+6% +$55.3K 0.06% 186
2024
Q2 		$944K Buy
+4,478
New +$920K 0.07% 168

Other funds holding MRSH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Fifth Third Wealth Advisors's MRSH Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Marsh (MRSH) stake by 6.3% in Q3 2026, buying an estimated $64.2K and bringing the position to 5,891 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #314.

Fifth Third Wealth Advisors first reported a position in MRSH in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.75M in Q1 2025. 1,130 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Fifth Third Wealth Advisors held 5,891 shares of Marsh worth $1.01M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 351 Marsh shares in Q3 2026, an estimated $64.2K.
  • Marsh made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #314 holding.
  • Fifth Third Wealth Advisors first reported a position in Marsh in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Marsh position peaked at $1.75M in Q1 2025.
  • 1,130 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.