Net Worth Advisory Group’s Marsh MRSH Stock Holding History

Net Worth Advisory Group’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	$814K	Buy	4,735 +720	+18%	+$132K	0.21%	126
2026 Q2	$669K	Sell	4,015 -97	-2%	-$16.2K	0.17%	138
2026 Q1	$713K	Sell	4,112 -83	-2%	-$14.9K	0.15%	149
2025 Q4	$778K	Buy	4,195 +439	+12%	+$82.1K	0.16%	137
2025 Q3	$757K	Sell	3,756 -88	-2%	-$18.1K	0.22%	96
2025 Q2	$840K	Sell	3,844 -100	-3%	-$22.6K	0.19%	104
2025 Q1	$962K	Buy	3,944 +847	+27%	+$192K	0.3%	59
2024 Q4	$658K	Buy	3,097 +5	+0.2%	+$1.11K	0.2%	117
2024 Q3	$690K	Buy	+3,092	New	+$686K	0.2%	123

Other funds holding MRSH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Net Worth Advisory Group's MRSH Position: Q3 2026 in Review

Net Worth Advisory Group increased its Marsh (MRSH) stake by 18% in Q3 2026, buying an estimated $132K and bringing the position to 4,735 shares worth $814K. The position accounts for 0.21% of the portfolio, ranked #126.

Net Worth Advisory Group first reported a position in MRSH in Q3 2024 and has held it in 9 quarters since. The position peaked at $962K in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Net Worth Advisory Group held 4,735 shares of Marsh worth $814K as of Q3 2026.
Net Worth Advisory Group bought 720 Marsh shares in Q3 2026, an estimated $132K.
Marsh made up 0.21% of Net Worth Advisory Group's portfolio in Q3 2026, its #126 holding.
Net Worth Advisory Group first reported a position in Marsh in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Marsh position peaked at $962K in Q1 2025.
967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.