LWAM
MRSH icon

Legacy Wealth Asset Management’s Marsh MRSH Stock Holding History

Legacy Wealth Asset Management’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 		$620K Sell
3,631
-1
-0% -$183 0.14% 218
2026
Q2 		$605K Sell
3,632
-9
-0.2% -$1.5K 0.13% 231
2026
Q1 		$632K Buy
3,641
+100
+3% +$18K 0.15% 221
2025
Q4 		$657K Sell
3,541
-90
-2% -$16.8K 0.16% 206
2025
Q3 		$732K Sell
3,631
-1,680
-32% -$346K 0.18% 181
2025
Q2 		$1.16M Buy
5,311
+19
+0.4% +$4.29K 0.3% 86
2025
Q1 		$1.29M Sell
5,292
-35
-0.7% -$7.94K 0.36% 77
2024
Q4 		$1.13M Buy
5,327
+35
+0.7% +$7.76K 0.31% 86
2024
Q3 		$1.18M Buy
5,292
+38
+0.7% +$8.44K 0.32% 86
2024
Q2 		$1.11M Buy
5,254
+2,371
+82% +$487K 0.31% 86
2024
Q1 		$594K Buy
2,883
+22
+0.8% +$4.38K 0.17% 197
2023
Q4 		$542K Sell
2,861
-4
-0.1% -$773 0.18% 203
2023
Q3 		$545K Sell
2,865
-2
-0.1% -$383 0.2% 172
2023
Q2 		$539K Buy
2,867
+3
+0.1% +$532 0.19% 189
2023
Q1 		$477K Buy
2,864
+7
+0.2% +$1.17K 0.17% 198
2022
Q4 		$473K Buy
2,857
+38
+1% +$6.21K 0.18% 189
2022
Q3 		$421K Buy
+2,819
New +$452K 0.18% 198

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

Legacy Wealth Asset Management's MRSH Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Marsh (MRSH) stake by 0.03% in Q3 2026, selling an estimated $183 and leaving 3,631 shares worth $620K. The position accounts for 0.14% of the portfolio, ranked #218.

Legacy Wealth Asset Management first reported a position in MRSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.29M in Q1 2025. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Legacy Wealth Asset Management held 3,631 shares of Marsh worth $620K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1 Marsh share in Q3 2026, an estimated $183.
  • Marsh made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #218 holding.
  • Legacy Wealth Asset Management first reported a position in Marsh in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's Marsh position peaked at $1.29M in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.