Premier Path Wealth Partners
MRSH icon

Premier Path Wealth Partners’s Marsh MRSH Stock Holding History

Premier Path Wealth Partners’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 		$598K Buy
3,505
+705
+25% +$129K 0.07% 234
2026
Q2 		$467K Sell
2,800
-44
-2% -$7.36K 0.05% 277
2026
Q1 		$493K Buy
2,844
+322
+13% +$57.9K 0.06% 274
2025
Q4 		$468K Sell
2,522
-28
-1% -$5.23K 0.06% 260
2025
Q3 		$514K Sell
2,550
-242
-9% -$49.8K 0.07% 259
2025
Q2 		$611K Buy
2,792
+128
+5% +$28.9K 0.09% 224
2025
Q1 		$650K Buy
2,664
+5
+0.2% +$1.13K 0.1% 200
2024
Q4 		$565K Sell
2,659
-1
-0% -$222 0.09% 218
2024
Q3 		$593K Sell
2,660
-2
-0.1% -$444 0.09% 213
2024
Q2 		$561K Sell
2,662
-48
-2% -$9.9K 0.1% 207
2024
Q1 		$558K Sell
2,710
-197
-7% -$39.3K 0.11% 190
2023
Q4 		$551K Buy
+2,907
New +$562K 0.12% 178

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Premier Path Wealth Partners's MRSH Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Marsh (MRSH) stake by 25% in Q3 2026, buying an estimated $129K and bringing the position to 3,505 shares worth $598K. The position accounts for 0.07% of the portfolio, ranked #234.

Premier Path Wealth Partners first reported a position in MRSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $650K in Q1 2025. 715 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Premier Path Wealth Partners held 3,505 shares of Marsh worth $598K as of Q3 2026.
  • Premier Path Wealth Partners bought 705 Marsh shares in Q3 2026, an estimated $129K.
  • Marsh made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #234 holding.
  • Premier Path Wealth Partners first reported a position in Marsh in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Marsh position peaked at $650K in Q1 2025.
  • 715 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.