LC
MRSH

Lawood & Co’s Marsh MRSH Stock Holding History

Lawood & Co’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 		$323K Sell
1,889
-300
-14% -$54.9K 0.22% 75
2026
Q2 		$365K Hold
2,189
– – 0.25% 69
2026
Q1 		$380K Hold
2,189
– – 0.35% 68
2025
Q4 		$406K Buy
+2,189
New +$409K 0.38% 64

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lawood & Co's MRSH Position: Q3 2026 in Review

Lawood & Co reduced its Marsh (MRSH) stake by 14% in Q3 2026, selling an estimated $54.9K and leaving 1,889 shares worth $323K. The position accounts for 0.22% of the portfolio, ranked #75.

Lawood & Co first reported a position in MRSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $406K in Q4 2025. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Lawood & Co held 1,889 shares of Marsh worth $323K as of Q3 2026.
  • Lawood & Co sold 300 Marsh shares in Q3 2026, an estimated $54.9K.
  • Marsh made up 0.22% of Lawood & Co's portfolio in Q3 2026, its #75 holding.
  • Lawood & Co first reported a position in Marsh in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's Marsh position peaked at $406K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.