RMR Wealth Builders
MRSH icon

RMR Wealth Builders’s Marsh MRSH Stock Holding History

RMR Wealth Builders’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 		$1.55M Buy
9,101
+77
+0.9% +$14.1K 0.09% 103
2026
Q2 		$1.5M Hold
9,024
– – 0.09% 103
2026
Q1 		$1.57M Sell
9,024
-89
-1% -$16K 0.12% 91
2025
Q4 		$1.69M Buy
9,113
+53
+0.6% +$9.9K 0.14% 85
2025
Q3 		$1.83M Sell
9,060
-373
-4% -$76.7K 0.15% 80
2025
Q2 		$2.06M Sell
9,433
-66
-0.7% -$14.9K 0.19% 74
2025
Q1 		$2.32M Buy
9,499
+862
+10% +$196K 0.24% 55
2024
Q4 		$1.83M Sell
8,637
-38
-0.4% -$8.43K 0.19% 65
2024
Q3 		$1.94M Buy
8,675
+1
+0% +$222 0.21% 62
2024
Q2 		$1.83M Hold
8,674
– – 0.21% 59
2024
Q1 		$1.79M Sell
8,674
-180
-2% -$35.9K 0.22% 57
2023
Q4 		$1.68M Buy
8,854
+6
+0.1% +$1.16K 0.24% 50
2023
Q3 		$1.68M Hold
8,848
– – 0.27% 46
2023
Q2 		$1.66M Buy
8,848
+6
+0.1% +$1.06K 0.28% 42
2023
Q1 		$1.47M Hold
8,842
– – 0.28% 45
2022
Q4 		$1.46M Hold
8,842
– – 0.33% 38
2022
Q3 		$1.32M Hold
8,842
– – 0.32% 37
2022
Q2 		$1.37M Sell
8,842
-432
-5% -$69.2K 0.34% 40
2022
Q1 		$1.58M Buy
+9,274
New +$1.46M 0.34% 51
2021
Q4 		– Sell
-11,319
Closed -$1.71M – 176
2021
Q3 		$1.71M Hold
11,319
– – 0.5% 30
2021
Q2 		$1.59M Sell
11,319
-2
-0% -$268 0.52% 34
2021
Q1 		$1.38M Sell
11,321
-50
-0.4% -$5.76K 0.36% 43
2020
Q4 		$1.33M Buy
11,371
+337
+3% +$38.3K 0.65% 32
2020
Q3 		$1.27M Buy
11,034
+144
+1% +$16.5K 0.33% 52
2020
Q2 		$1.17M Buy
+10,890
New +$1.1M 1.04% 23
2019
Q4 		$1.16M Buy
+10,445
New +$1.09M 1.12% 24

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

RMR Wealth Builders's MRSH Position: Q3 2026 in Review

RMR Wealth Builders increased its Marsh (MRSH) stake by 0.85% in Q3 2026, buying an estimated $14.1K and bringing the position to 9,101 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #103.

RMR Wealth Builders first reported a position in MRSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.32M in Q1 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • RMR Wealth Builders held 9,101 shares of Marsh worth $1.55M as of Q3 2026.
  • RMR Wealth Builders bought 77 Marsh shares in Q3 2026, an estimated $14.1K.
  • Marsh made up 0.09% of RMR Wealth Builders's portfolio in Q3 2026, its #103 holding.
  • RMR Wealth Builders first reported a position in Marsh in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Marsh position peaked at $2.32M in Q1 2025.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.