SRWM
MRSH icon

Shira Ridge Wealth Management’s Marsh MRSH Stock Holding History

Shira Ridge Wealth Management’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 		$456K Hold
2,673
– – 0.16% 53
2026
Q2 		$446K Sell
2,673
-968
-27% -$162K 0.16% 54
2026
Q1 		$632K Hold
3,641
– – 0.25% 44
2025
Q4 		$675K Sell
3,641
-28
-0.8% -$5.23K 0.27% 43
2025
Q3 		$739K Buy
3,669
+3
+0.1% +$617 0.31% 41
2025
Q2 		$802K Sell
3,666
-52
-1% -$11.7K 0.37% 38
2025
Q1 		$907K Sell
3,718
-3
-0.1% -$681 0.45% 35
2024
Q4 		$790K Buy
3,721
+22
+0.6% +$4.88K 0.39% 39
2024
Q3 		$825K Sell
3,699
-8
-0.2% -$1.78K 0.42% 39
2024
Q2 		$781K Buy
3,707
+38
+1% +$7.81K 0.44% 37
2024
Q1 		$756K Hold
3,669
– – 0.43% 39
2023
Q4 		$695K Buy
3,669
+79
+2% +$15.3K 0.42% 42
2023
Q3 		$683K Sell
3,590
-2
-0.1% -$383 0.45% 36
2023
Q2 		$676K Buy
3,592
+548
+18% +$97.2K 0.42% 36
2023
Q1 		$507K Hold
3,044
– – 0.33% 44
2022
Q4 		$504K Buy
+3,044
New +$498K 0.35% 43

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shira Ridge Wealth Management's MRSH Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Marsh (MRSH) position steady in Q3 2026 at 2,673 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #53.

Shira Ridge Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $907K in Q1 2025. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Shira Ridge Wealth Management held 2,673 shares of Marsh worth $456K as of Q3 2026.
  • Shira Ridge Wealth Management left its Marsh share count unchanged in Q3 2026.
  • Marsh made up 0.16% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Shira Ridge Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's Marsh position peaked at $907K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.