Larson Financial Group
MRSH icon

Larson Financial Group’s Marsh MRSH Stock Holding History

Larson Financial Group’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 		$3.96M Buy
23,217
+1,635
+8% +$299K 0.1% 173
2026
Q2 		$3.6M Buy
21,582
+561
+3% +$93.8K 0.09% 175
2026
Q1 		$3.65M Buy
21,021
+1,494
+8% +$269K 0.12% 156
2025
Q4 		$3.62M Sell
19,527
-1,770
-8% -$331K 0.12% 154
2025
Q3 		$4.29M Buy
21,297
+2,699
+15% +$555K 0.15% 125
2025
Q2 		$4.07M Buy
18,598
+3,002
+19% +$678K 0.16% 125
2025
Q1 		$3.81M Buy
15,596
+2,129
+16% +$483K 0.18% 106
2024
Q4 		$2.86M Buy
13,467
+1,777
+15% +$394K 0.15% 126
2024
Q3 		$2.61M Buy
11,690
+585
+5% +$130K 0.15% 126
2024
Q2 		$2.34M Buy
11,105
+545
+5% +$112K 0.16% 117
2024
Q1 		$2.18M Buy
10,560
+732
+7% +$146K 0.17% 111
2023
Q4 		$1.86M Buy
9,828
+9,571
+3,724% +$1.85M 0.16% 114
2023
Q3 		$48.9K Buy
257
+74
+40% +$14.2K ﹤0.01% 621
2023
Q2 		$34.4K Hold
183
– – ﹤0.01% 622
2023
Q1 		$30.5K Hold
183
– – ﹤0.01% 644
2022
Q4 		$30.3K Buy
183
+18
+11% +$2.94K ﹤0.01% 609
2022
Q3 		$25K Buy
165
+95
+136% +$15.2K ﹤0.01% 579
2022
Q2 		$11K Buy
+70
New +$11.2K ﹤0.01% 694
2020
Q1 		– Sell
-50
Closed -$6K – 613
2019
Q4 		$6K Hold
50
– – ﹤0.01% 352
2019
Q3 		$5K Buy
+50
New +$5K ﹤0.01% 368

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 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

Larson Financial Group's MRSH Position: Q3 2026 in Review

Larson Financial Group increased its Marsh (MRSH) stake by 7.6% in Q3 2026, buying an estimated $299K and bringing the position to 23,217 shares worth $3.96M. The position accounts for 0.1% of the portfolio, ranked #173.

Larson Financial Group first reported a position in MRSH in Q3 2019 and has held it in 20 quarters since. The position peaked at $4.29M in Q3 2025. 821 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Larson Financial Group held 23,217 shares of Marsh worth $3.96M as of Q3 2026.
  • Larson Financial Group bought 1,635 Marsh shares in Q3 2026, an estimated $299K.
  • Marsh made up 0.1% of Larson Financial Group's portfolio in Q3 2026, its #173 holding.
  • Larson Financial Group first reported a position in Marsh in Q3 2019 and has held it in 20 quarters since.
  • Larson Financial Group's Marsh position peaked at $4.29M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.