SYM Financial Corp
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SYM Financial Corp’s Marsh MRSH Stock Holding History

SYM Financial Corp’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 		$394K Buy
2,309
+922
+66% +$169K 0.03% 213
2026
Q2 		$231K Sell
1,387
-402
-22% -$67.2K 0.02% 327
2026
Q1 		$310K Buy
1,789
+379
+27% +$68.1K 0.03% 215
2025
Q4 		$262K Buy
1,410
+401
+40% +$75K 0.03% 262
2025
Q3 		$203K Buy
+1,009
New +$208K 0.02% 316

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

SYM Financial Corp's MRSH Position: Q3 2026 in Review

SYM Financial Corp increased its Marsh (MRSH) stake by 66% in Q3 2026, buying an estimated $169K and bringing the position to 2,309 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #213.

SYM Financial Corp first reported a position in MRSH in Q3 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • SYM Financial Corp held 2,309 shares of Marsh worth $394K as of Q3 2026.
  • SYM Financial Corp bought 922 Marsh shares in Q3 2026, an estimated $169K.
  • Marsh made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #213 holding.
  • SYM Financial Corp first reported a position in Marsh in Q3 2025 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.