Lantz Financial’s Marsh MRSH Stock Holding History

Lantz Financial’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	$1.33M	Buy	7,781 +12	+0.2%	+$2.2K	0.24%	101
2026 Q2	$1.29M	Sell	7,769 -15	-0.2%	-$2.51K	0.24%	102
2026 Q1	$1.35M	Buy	7,784 +21	+0.3%	+$3.78K	0.28%	99
2025 Q4	$1.44M	Buy	7,763 +25	+0.3%	+$4.67K	0.3%	90
2025 Q3	$1.56M	Sell	7,738 -19	-0.2%	-$3.91K	0.35%	83
2025 Q2	$1.7M	Sell	7,757 -2	-0%	-$452	0.42%	73
2025 Q1	$1.89M	Buy	7,759 +26	+0.3%	+$5.9K	0.52%	57
2024 Q4	$1.64M	Sell	7,733 -6	-0.1%	-$1.33K	0.44%	67
2024 Q3	$1.73M	Buy	7,739 +27	+0.4%	+$5.99K	0.47%	64
2024 Q2	$1.63M	Sell	7,712 -24	-0.3%	-$4.93K	0.5%	60
2024 Q1	$1.59M	Buy	7,736 +36	+0.5%	+$7.18K	0.51%	61
2023 Q4	$1.46M	Sell	7,700 -20	-0.3%	-$3.86K	0.53%	61
2023 Q3	$1.47M	Buy	7,720 +30	+0.4%	+$5.75K	0.58%	50
2023 Q2	$1.45M	Buy	7,690 +16	+0.2%	+$2.84K	0.57%	58
2023 Q1	$1.28M	Hold	7,674	–	–	0.53%	62
2022 Q4	$1.27M	Buy	7,674 +5,382	+235%	+$880K	0.58%	53
2022 Q3	$342K	Hold	2,292	–	–	0.18%	117
2022 Q2	$356K	Hold	2,292	–	–	0.16%	120
2022 Q1	$391K	Hold	2,292	–	–	0.16%	116
2021 Q4	$398K	Hold	2,292	–	–	0.18%	105
2021 Q3	$347K	Hold	2,292	–	–	0.18%	111
2021 Q2	$322K	Hold	2,292	–	–	0.17%	115
2021 Q1	$279K	Hold	2,292	–	–	0.16%	113
2020 Q4	$268K	Hold	2,292	–	–	0.17%	105
2020 Q3	$263K	Hold	2,292	–	–	0.18%	97
2020 Q2	$246K	Buy	+2,292	New	+$232K	0.18%	94
2020 Q1	–	Sell	-2,292	Closed	-$255K	–	119
2019 Q4	$255K	Buy	+2,292	New	+$239K	0.15%	118

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lantz Financial's MRSH Position: Q3 2026 in Review

Lantz Financial increased its Marsh (MRSH) stake by 0.15% in Q3 2026, buying an estimated $2.2K and bringing the position to 7,781 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #101.

Lantz Financial first reported a position in MRSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.89M in Q1 2025. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Lantz Financial held 7,781 shares of Marsh worth $1.33M as of Q3 2026.
Lantz Financial bought 12 Marsh shares in Q3 2026, an estimated $2.2K.
Marsh made up 0.24% of Lantz Financial's portfolio in Q3 2026, its #101 holding.
Lantz Financial first reported a position in Marsh in Q4 2019 and has held it in 27 quarters since.
Lantz Financial's Marsh position peaked at $1.89M in Q1 2025.
815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.