Meriwether Wealth & Planning’s Marsh MRSH Stock Holding History

Meriwether Wealth & Planning’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	$3.58K	Buy	+21	New	+$3.84K	﹤0.01%	566

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Meriwether Wealth & Planning's MRSH Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Marsh (MRSH) in Q3 2026: 21 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings.

464 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Meriwether Wealth & Planning held 21 shares of Marsh worth $3.58K as of Q3 2026.
Marsh was a new Meriwether Wealth & Planning position in Q3 2026.
Marsh made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #566 holding.
464 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.