Thrive Wealth Management
MRSH icon

Thrive Wealth Management’s Marsh MRSH Stock Holding History

Thrive 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 		$427K Buy
2,502
+174
+7% +$31.8K 0.05% 149
2026
Q2 		$388K Sell
2,328
-109
-4% -$18.2K 0.05% 159
2026
Q1 		$423K Sell
2,437
-373
-13% -$67.1K 0.06% 135
2025
Q4 		$521K Sell
2,810
-791
-22% -$148K 0.08% 125
2025
Q3 		$726K Buy
3,601
+382
+12% +$78.6K 0.11% 104
2025
Q2 		$704K Sell
3,219
-220
-6% -$49.7K 0.11% 100
2025
Q1 		$839K Buy
3,439
+322
+10% +$73.1K 0.16% 83
2024
Q4 		$662K Sell
3,117
-17
-0.5% -$3.77K 0.12% 94
2024
Q3 		$699K Sell
3,134
-46
-1% -$10.2K 0.13% 90
2024
Q2 		$670K Buy
3,180
+25
+0.8% +$5.14K 0.13% 92
2024
Q1 		$650K Sell
3,155
-37
-1% -$7.37K 0.13% 92
2023
Q4 		$605K Sell
3,192
-100
-3% -$19.3K 0.13% 95
2023
Q3 		$626K Buy
3,292
+95
+3% +$18.2K 0.17% 84
2023
Q2 		$601K Buy
3,197
+48
+2% +$8.52K 0.16% 86
2023
Q1 		$524K Buy
3,149
+217
+7% +$36.2K 0.13% 96
2022
Q4 		$485K Sell
2,932
-886
-23% -$145K 0.14% 90
2022
Q3 		$570K Buy
3,818
+484
+15% +$77.7K 0.2% 74
2022
Q2 		$518K Sell
3,334
-109
-3% -$17.5K 0.18% 74
2022
Q1 		$587K Buy
3,443
+764
+29% +$120K 0.17% 66
2021
Q4 		$466K Buy
+2,679
New +$445K 0.16% 83

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Thrive Wealth Management's MRSH Position: Q3 2026 in Review

Thrive Wealth Management increased its Marsh (MRSH) stake by 7.5% in Q3 2026, buying an estimated $31.8K and bringing the position to 2,502 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #149.

Thrive Wealth Management first reported a position in MRSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $839K in Q1 2025. 382 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Thrive Wealth Management held 2,502 shares of Marsh worth $427K as of Q3 2026.
  • Thrive Wealth Management bought 174 Marsh shares in Q3 2026, an estimated $31.8K.
  • Marsh made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Thrive Wealth Management first reported a position in Marsh in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's Marsh position peaked at $839K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

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