Root Financial Partners
MRSH icon

Root Financial Partners’s Marsh MRSH Stock Holding History

Root Financial 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 		$245K Buy
+1,435
New +$262K 0.01% 373
2026
Q2 		– Sell
-1,218
Closed -$211K – 2086
2026
Q1 		$211K Buy
1,218
+684
+128% +$123K 0.01% 321
2025
Q4 		$99K Sell
534
-89
-14% -$16.6K 0.01% 470
2025
Q3 		$125K Buy
+623
New +$128K 0.01% 372

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

Root Financial Partners's MRSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Marsh (MRSH) in Q3 2026: 1,435 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MRSH as recently as Q1 2026.

Root Financial Partners first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Root Financial Partners held 1,435 shares of Marsh worth $245K as of Q3 2026.
  • Marsh was a new Root Financial Partners position in Q3 2026.
  • Marsh made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #373 holding.
  • Root Financial Partners first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.