MAM
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Marquette Asset Management’s Marsh MRSH Stock Holding History

Marquette 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 		$6.15K Sell
36
-29
-45% -$5.3K ﹤0.01% 335
2026
Q2 		$10.8K Buy
65
+54
+491% +$9.03K ﹤0.01% 305
2026
Q1 		$1.91K Buy
11
+4
+57% +$719 ﹤0.01% 553
2025
Q4 		$1.3K Sell
7
-46
-87% -$8.6K ﹤0.01% 538
2025
Q3 		$10.7K Buy
+53
New +$10.9K ﹤0.01% 211
2022
Q3 		– Sell
-4
Closed -$1K – 330
2022
Q2 		$1K Hold
4
– – ﹤0.01% 266
2022
Q1 		$1K Buy
+4
New +$631 ﹤0.01% 324

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

Marquette Asset Management's MRSH Position: Q3 2026 in Review

Marquette Asset Management reduced its Marsh (MRSH) stake by 45% in Q3 2026, selling an estimated $5.3K and leaving 36 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Marquette Asset Management first reported a position in MRSH in Q1 2022 and has held it in 7 quarters since. The position peaked at $10.8K in Q2 2026. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Marquette Asset Management held 36 shares of Marsh worth $6.15K as of Q3 2026.
  • Marquette Asset Management sold 29 Marsh shares in Q3 2026, an estimated $5.3K.
  • Marsh made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #335 holding.
  • Marquette Asset Management first reported a position in Marsh in Q1 2022 and has held it in 7 quarters since.
  • Marquette Asset Management's Marsh position peaked at $10.8K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

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