Legacy Advisory Services’s Marsh MRSH Stock Holding History

Legacy Advisory 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	$241K	Buy	1,410 +27	+2%	+$4.94K	0.17%	76
2026 Q2	$231K	Buy	1,383 +8	+0.6%	+$1.34K	0.16%	51
2026 Q1	$239K	Buy	1,375 +7	+0.5%	+$1.26K	0.18%	47
2025 Q4	$254K	Buy	1,368 +6	+0.4%	+$1.12K	0.19%	40
2025 Q3	$274K	Buy	1,362 +6	+0.4%	+$1.23K	0.21%	40
2025 Q2	$296K	Buy	1,356 +6	+0.4%	+$1.36K	0.24%	38
2025 Q1	$330K	Buy	1,350 +4	+0.3%	+$908	0.28%	41
2024 Q4	$286K	Buy	1,346 +5	+0.4%	+$1.11K	0.24%	47
2024 Q3	$299K	Buy	1,341 +5	+0.4%	+$1.11K	0.26%	46
2024 Q2	$282K	Buy	1,336 +4	+0.3%	+$822	0.26%	45
2024 Q1	$274K	Buy	1,332 +5	+0.4%	+$996	0.26%	45
2023 Q4	$251K	Buy	+1,327	New	+$256K	0.27%	43

Other funds holding MRSH

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Legacy Advisory Services's MRSH Position: Q3 2026 in Review

Legacy Advisory Services increased its Marsh (MRSH) stake by 2% in Q3 2026, buying an estimated $4.94K and bringing the position to 1,410 shares worth $241K. The position accounts for 0.17% of the portfolio, ranked #76.

Legacy Advisory Services first reported a position in MRSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $330K in Q1 2025. 451 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Legacy Advisory Services held 1,410 shares of Marsh worth $241K as of Q3 2026.
Legacy Advisory Services bought 27 Marsh shares in Q3 2026, an estimated $4.94K.
Marsh made up 0.17% of Legacy Advisory Services's portfolio in Q3 2026, its #76 holding.
Legacy Advisory Services first reported a position in Marsh in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's Marsh position peaked at $330K in Q1 2025.
451 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.