Lifeworks Advisors
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Lifeworks Advisors’s Marsh MRSH Stock Holding History

Lifeworks 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 		$9.26M Buy
+54,211
New +$9.9M 0.91% 30

Other funds holding MRSH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Lifeworks Advisors's MRSH Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in Marsh (MRSH) in Q3 2026: 54,211 shares worth $9.26M. The stake represents 0.91% of the portfolio and ranks #30 among its holdings.

1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Lifeworks Advisors held 54,211 shares of Marsh worth $9.26M as of Q3 2026.
  • Marsh was a new Lifeworks Advisors position in Q3 2026.
  • Marsh made up 0.91% of Lifeworks Advisors's portfolio in Q3 2026, its #30 holding.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.