PUREfi Wealth
MRSH icon

PUREfi Wealth’s Marsh MRSH Stock Holding History

PUREfi Wealth’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 		$238K Buy
1,394
+66
+5% +$12.1K 0.11% 208
2026
Q2 		$221K Buy
1,328
+3
+0.2% +$501 0.12% 195
2026
Q1 		$230K Sell
1,325
-2,054
-61% -$369K 0.15% 167
2025
Q4 		$627K Sell
3,379
-776
-19% -$145K 0.48% 56
2025
Q3 		$837K Buy
4,155
+249
+6% +$51.2K 0.64% 45
2025
Q2 		$854K Buy
3,906
+582
+18% +$131K 0.68% 39
2025
Q1 		$811K Buy
3,324
+1,726
+108% +$392K 0.81% 27
2024
Q4 		$339K Buy
+1,598
New +$355K 0.33% 84

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

PUREfi Wealth's MRSH Position: Q3 2026 in Review

PUREfi Wealth increased its Marsh (MRSH) stake by 5% in Q3 2026, buying an estimated $12.1K and bringing the position to 1,394 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #208.

PUREfi Wealth first reported a position in MRSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $854K in Q2 2025. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • PUREfi Wealth held 1,394 shares of Marsh worth $238K as of Q3 2026.
  • PUREfi Wealth bought 66 Marsh shares in Q3 2026, an estimated $12.1K.
  • Marsh made up 0.11% of PUREfi Wealth's portfolio in Q3 2026, its #208 holding.
  • PUREfi Wealth first reported a position in Marsh in Q4 2024 and has held it in 8 quarters since.
  • PUREfi Wealth's Marsh position peaked at $854K in Q2 2025.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.