PFG Advisors
MRSH icon

PFG Advisors’s Marsh MRSH Stock Holding History

PFG Advisors’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 		$1.85M Buy
10,843
+38
+0.4% +$6.95K 0.09% 251
2026
Q2 		$1.8M Buy
10,805
+738
+7% +$123K 0.09% 258
2026
Q1 		$1.75M Buy
10,067
+2,114
+27% +$380K 0.09% 264
2025
Q4 		$1.48M Sell
7,953
-7,282
-48% -$1.36M 0.07% 295
2025
Q3 		$3.07M Buy
15,235
+858
+6% +$176K 0.13% 194
2025
Q2 		$3.14M Buy
14,377
+2,778
+24% +$627K 0.15% 147
2025
Q1 		$2.83M Buy
11,599
+4,004
+53% +$908K 0.16% 167
2024
Q4 		$1.61M Sell
7,595
-361
-5% -$80.1K 0.1% 223
2024
Q3 		$1.77M Sell
7,956
-1,312
-14% -$291K 0.11% 206
2024
Q2 		$1.95M Buy
9,268
+544
+6% +$112K 0.13% 184
2024
Q1 		$1.8M Buy
8,724
+876
+11% +$175K 0.13% 188
2023
Q4 		$1.49M Buy
7,848
+38
+0.5% +$7.34K 0.12% 201
2023
Q3 		$1.49M Sell
7,810
-1,085
-12% -$208K 0.13% 181
2023
Q2 		$1.67M Buy
8,895
+888
+11% +$158K 0.13% 192
2023
Q1 		$1.33M Buy
8,007
+275
+4% +$45.8K 0.11% 222
2022
Q4 		$1.28M Buy
7,732
+50
+0.7% +$8.18K 0.13% 211
2022
Q3 		$1.15M Buy
7,682
+75
+1% +$12K 0.13% 203
2022
Q2 		$1.18M Buy
7,607
+115
+2% +$18.4K 0.13% 154
2022
Q1 		$1.28M Buy
7,492
+260
+4% +$41K 0.13% 167
2021
Q4 		$1.26M Buy
7,232
+435
+6% +$72.3K 0.12% 205
2021
Q3 		$1.03M Buy
6,797
+145
+2% +$21.9K 0.11% 232
2021
Q2 		$936K Buy
6,652
+245
+4% +$32.8K 0.11% 241
2021
Q1 		$780K Buy
6,407
+330
+5% +$38K 0.1% 249
2020
Q4 		$711K Buy
6,077
+25
+0.4% +$2.84K 0.12% 210
2020
Q3 		$694K Buy
6,052
+230
+4% +$26.4K 0.13% 195
2020
Q2 		$637K Buy
5,822
+465
+9% +$47.1K 0.14% 172
2020
Q1 		$513K Buy
5,357
+140
+3% +$14.9K 0.14% 176
2019
Q4 		$580K Buy
+5,217
New +$545K 0.14% 171

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

PFG Advisors's MRSH Position: Q3 2026 in Review

PFG Advisors increased its Marsh (MRSH) stake by 0.35% in Q3 2026, buying an estimated $6.95K and bringing the position to 10,843 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #251.

PFG Advisors first reported a position in MRSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.14M in Q2 2025. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • PFG Advisors held 10,843 shares of Marsh worth $1.85M as of Q3 2026.
  • PFG Advisors bought 38 Marsh shares in Q3 2026, an estimated $6.95K.
  • Marsh made up 0.09% of PFG Advisors's portfolio in Q3 2026, its #251 holding.
  • PFG Advisors first reported a position in Marsh in Q4 2019 and has held it in 28 quarters since.
  • PFG Advisors's Marsh position peaked at $3.14M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.