TrueNorth Wealth & Impact, LLC’s Marsh MRSH Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$301K	Buy	+1,765	New	+$323K	0.11%	136

Other funds holding MRSH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's MRSH Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Marsh (MRSH) in Q3 2026: 1,765 shares worth $301K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,765 shares of Marsh worth $301K as of Q3 2026.
Marsh was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Marsh made up 0.11% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #136 holding.
1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.