Focused Wealth Management
MRSH icon

Focused Wealth Management’s Marsh MRSH Stock Holding History

Focused Wealth Management’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 		$224K Buy
1,310
+46
+4% +$8.41K 0.02% 205
2026
Q2 		$211K Buy
+1,264
New +$211K 0.02% 231
2024
Q1 		– Sell
-19
Closed -$3.62K – 650
2023
Q4 		$3.62K Hold
19
– – ﹤0.01% 705
2023
Q3 		$3.63K Sell
19
-19
-50% -$3.64K ﹤0.01% 695
2023
Q2 		$7.21K Sell
38
-225
-86% -$39.9K ﹤0.01% 611
2023
Q1 		$43.8K Buy
263
+225
+592% +$37.5K 0.01% 327
2022
Q4 		$6.3K Hold
38
– – ﹤0.01% 606
2022
Q3 		$6K Hold
38
– – ﹤0.01% 592
2022
Q2 		$6K Hold
38
– – ﹤0.01% 588
2022
Q1 		$6K Hold
38
– – ﹤0.01% 643
2021
Q4 		$7K Buy
38
+1
+3% +$166 ﹤0.01% 645
2021
Q3 		$6K Hold
37
– – ﹤0.01% 686
2021
Q2 		$5K Hold
37
– – ﹤0.01% 722
2021
Q1 		$5K Buy
+37
New +$4.26K ﹤0.01% 712

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Focused Wealth Management's MRSH Position: Q3 2026 in Review

Focused Wealth Management increased its Marsh (MRSH) stake by 3.6% in Q3 2026, buying an estimated $8.41K and bringing the position to 1,310 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #205.

Focused Wealth Management first reported a position in MRSH in Q1 2021 and has held it in 14 quarters since. 609 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Focused Wealth Management held 1,310 shares of Marsh worth $224K as of Q3 2026.
  • Focused Wealth Management bought 46 Marsh shares in Q3 2026, an estimated $8.41K.
  • Marsh made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Focused Wealth Management first reported a position in Marsh in Q1 2021 and has held it in 14 quarters since.
  • 609 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.