Hantz Financial Services
MRSH icon

Hantz Financial Services’s Marsh MRSH Stock Holding History

Hantz Financial Services’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 		$6.19M Sell
36,250
-14,032
-28% -$2.57M 0.08% 139
2026
Q2 		$8.38M Sell
50,282
-14,902
-23% -$2.49M 0.11% 111
2026
Q1 		$11.3M Buy
65,184
+33,470
+106% +$6.02M 0.17% 81
2025
Q4 		$5.88M Buy
31,714
+3,320
+12% +$621K 0.09% 172
2025
Q3 		$5.72M Buy
28,394
+14,684
+107% +$3.02M 0.09% 192
2025
Q2 		$3M Sell
13,710
-19
-0.1% -$4.29K 0.05% 277
2025
Q1 		$3.35M Buy
13,729
+474
+4% +$108K 0.06% 254
2024
Q4 		$2.82M Sell
13,255
-3,994
-23% -$886K 0.05% 284
2024
Q3 		$3.85M Buy
17,249
+516
+3% +$115K 0.07% 245
2024
Q2 		$3.53M Buy
16,733
+47
+0.3% +$9.7K 0.07% 249
2024
Q1 		$3.44M Sell
16,686
-735
-4% -$146K 0.07% 264
2023
Q4 		$3.3M Sell
17,421
-336
-2% -$64.9K 0.07% 271
2023
Q3 		$3.38M Buy
17,757
+866
+5% +$166K 0.09% 239
2023
Q2 		$3.18M Buy
16,891
+761
+5% +$135K 0.08% 254
2023
Q1 		$2.69M Buy
16,130
+3,304
+26% +$550K 0.07% 260
2022
Q4 		$2.12M Buy
12,826
+6,669
+108% +$1.09M 0.06% 285
2022
Q3 		$919K Buy
6,157
+118
+2% +$18.9K 0.03% 371
2022
Q2 		$938K Buy
6,039
+254
+4% +$40.7K 0.03% 370
2022
Q1 		$986K Buy
5,785
+901
+18% +$142K 0.03% 379
2021
Q4 		$849K Buy
4,884
+1,195
+32% +$199K 0.02% 387
2021
Q3 		$559K Buy
+3,689
New +$558K 0.02% 405
2021
Q1 		– Sell
-98
Closed -$11K – 720
2020
Q4 		$11K Buy
+98
New +$11.1K ﹤0.01% 537

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Hantz Financial Services's MRSH Position: Q3 2026 in Review

Hantz Financial Services reduced its Marsh (MRSH) stake by 28% in Q3 2026, selling an estimated $2.57M and leaving 36,250 shares worth $6.19M. The position accounts for 0.08% of the portfolio, ranked #139.

Hantz Financial Services first reported a position in MRSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.3M in Q1 2026. 947 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Hantz Financial Services held 36,250 shares of Marsh worth $6.19M as of Q3 2026.
  • Hantz Financial Services sold 14,032 Marsh shares in Q3 2026, an estimated $2.57M.
  • Marsh made up 0.08% of Hantz Financial Services's portfolio in Q3 2026, its #139 holding.
  • Hantz Financial Services first reported a position in Marsh in Q4 2020 and has held it in 22 quarters since.
  • Hantz Financial Services's Marsh position peaked at $11.3M in Q1 2026.
  • 947 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.