LWA
MRSH icon

LifeGoal Wealth Advisors’s Marsh MRSH Stock Holding History

LifeGoal Wealth Advisors’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 		$269K Buy
+1,576
New +$288K 0.08% 155
2026
Q2 		– Sell
-1,725
Closed -$296K – 158
2026
Q1 		$296K Buy
+1,725
New +$310K 0.17% 81

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

LifeGoal Wealth Advisors's MRSH Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Marsh (MRSH) in Q3 2026: 1,576 shares worth $269K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in MRSH as recently as Q1 2026.

LifeGoal Wealth Advisors first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,576 shares of Marsh worth $269K as of Q3 2026.
  • Marsh was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Marsh made up 0.08% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #155 holding.
  • LifeGoal Wealth Advisors first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Marsh position peaked at $296K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.