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MJT & Associates Financial Advisory’s Marsh MRSH Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-12
Closed -$2K – 465
2026
Q2 		$2K Buy
+12
New +$2.01K ﹤0.01% 389

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

MJT & Associates Financial Advisory's MRSH Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Marsh (MRSH) in Q3 2026, closing a stake of 12 shares — an estimated $2K sold.

MJT & Associates Financial Advisory first reported a position in MRSH in Q2 2026 and held it in 1 quarter. The position peaked at $2K in Q2 2026. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining Marsh position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 12 Marsh shares in Q3 2026, an estimated $2K.
  • MJT & Associates Financial Advisory first reported a position in Marsh in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Marsh position peaked at $2K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.