Marks Group Wealth Management
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Marks Group Wealth Management’s Marsh MRSH Stock Holding History

Marks Group Wealth 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 		$3.68M Sell
21,568
-2,354
-10% -$431K 0.32% 70
2026
Q2 		$3.99M Sell
23,922
-10,294
-30% -$1.72M 0.35% 71
2026
Q1 		$5.93M Buy
34,216
+179
+0.5% +$32.2K 0.57% 66
2025
Q4 		$6.31M Sell
34,037
-3,200
-9% -$598K 0.6% 62
2025
Q3 		$7.5M Sell
37,237
-742
-2% -$153K 0.7% 66
2025
Q2 		$8.3M Buy
37,979
+237
+0.6% +$53.5K 0.77% 61
2025
Q1 		$9.21M Buy
37,742
+615
+2% +$140K 0.89% 29
2024
Q4 		$7.89M Sell
37,127
-1,026
-3% -$228K 0.78% 54
2024
Q3 		$8.51M Buy
38,153
+136
+0.4% +$30.2K 0.81% 50
2024
Q2 		$8.01M Sell
38,017
-483
-1% -$99.2K 0.84% 46
2024
Q1 		$7.93M Sell
38,500
-42
-0.1% -$8.37K 0.83% 48
2023
Q4 		$7.3M Sell
38,542
-383
-1% -$74K 0.83% 41
2023
Q3 		$7.41M Sell
38,925
-449
-1% -$86.1K 0.92% 23
2023
Q2 		$7.41M Buy
39,374
+231
+0.6% +$41K 0.88% 35
2023
Q1 		$6.52M Buy
39,143
+259
+0.7% +$43.1K 0.83% 46
2022
Q4 		$6.43M Buy
38,884
+41
+0.1% +$6.7K 0.88% 38
2022
Q3 		$5.8M Buy
38,843
+939
+2% +$151K 0.88% 37
2022
Q2 		$5.88M Sell
37,904
-2,071
-5% -$332K 0.85% 32
2022
Q1 		$6.81M Buy
39,975
+2,730
+7% +$430K 0.86% 34
2021
Q4 		$6.47M Sell
37,245
-3,332
-8% -$553K 0.79% 41
2021
Q3 		$6.14M Sell
40,577
-650
-2% -$98.3K 0.83% 36
2021
Q2 		$5.81M Sell
41,227
-3,227
-7% -$433K 0.8% 42
2021
Q1 		$5.42M Buy
44,454
+2,518
+6% +$290K 0.8% 47
2020
Q4 		$4.91M Buy
41,936
+156
+0.4% +$17.7K 0.76% 54
2020
Q3 		$4.79M Sell
41,780
-18
-0% -$2.06K 0.87% 37
2020
Q2 		$4.49M Sell
41,798
-370
-0.9% -$37.5K 0.91% 27
2020
Q1 		$3.64M Sell
42,168
-2,149
-5% -$229K 0.94% 49
2019
Q4 		$4.94M Buy
+44,317
New +$4.63M 0.97% 19

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Marks Group Wealth Management's MRSH Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Marsh (MRSH) stake by 9.8% in Q3 2026, selling an estimated $431K and leaving 21,568 shares worth $3.68M. The position accounts for 0.32% of the portfolio, ranked #70.

Marks Group Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.21M in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Marks Group Wealth Management held 21,568 shares of Marsh worth $3.68M as of Q3 2026.
  • Marks Group Wealth Management sold 2,354 Marsh shares in Q3 2026, an estimated $431K.
  • Marsh made up 0.32% of Marks Group Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Marks Group Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 28 quarters since.
  • Marks Group Wealth Management's Marsh position peaked at $9.21M in Q1 2025.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.