Toth Financial Advisory’s Marsh MRSH Stock Holding History

Toth Financial Advisory’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	$4.78K	Buy	28 +3	+12%	+$549	﹤0.01%	676
2026 Q2	$4.17K	Hold	25	–	–	﹤0.01%	679
2026 Q1	$4.34K	Sell	25 -7	-22%	-$1.26K	﹤0.01%	654
2025 Q4	$5.94K	Buy	32 +7	+28%	+$1.31K	﹤0.01%	616
2025 Q3	$5.04K	Hold	25	–	–	﹤0.01%	609
2025 Q2	$5.47K	Hold	25	–	–	﹤0.01%	550
2025 Q1	$6.1K	Hold	25	–	–	﹤0.01%	509
2024 Q4	$5.31K	Hold	25	–	–	﹤0.01%	509
2024 Q3	$5.58K	Sell	25 -30	-55%	-$6.66K	﹤0.01%	509
2024 Q2	$11.6K	Hold	55	–	–	﹤0.01%	449
2024 Q1	$11.3K	Hold	55	–	–	﹤0.01%	443
2023 Q4	$10.4K	Hold	55	–	–	﹤0.01%	445
2023 Q3	$10.5K	Hold	55	–	–	﹤0.01%	436
2023 Q2	$10.3K	Sell	55 -16	-23%	-$2.84K	﹤0.01%	460
2023 Q1	$11.8K	Buy	71 +16	+29%	+$2.67K	﹤0.01%	441
2022 Q4	$9.1K	Hold	55	–	–	﹤0.01%	451
2022 Q3	$8K	Hold	55	–	–	﹤0.01%	497
2022 Q2	$9K	Buy	55 +25	+83%	+$4.01K	﹤0.01%	453
2022 Q1	$5K	Hold	30	–	–	﹤0.01%	543
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	568
2021 Q3	$5K	Buy	+30	New	+$4.54K	﹤0.01%	558
2020 Q3	–	Sell	-6	Closed	-$1K	–	580
2020 Q2	$1K	Buy	+6	New	+$607	﹤0.01%	509
2019 Q2	–	Sell	-23	Closed	-$2K	–	467
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	392
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	375
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	397
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	395
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	398
2017 Q4	$2K	Buy	+23	New	+$1.91K	﹤0.01%	395

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

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

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

Toth Financial Advisory's MRSH Position: Q3 2026 in Review

Toth Financial Advisory increased its Marsh (MRSH) stake by 12% in Q3 2026, buying an estimated $549 and bringing the position to 28 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Toth Financial Advisory first reported a position in MRSH in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.8K in Q1 2023. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Toth Financial Advisory held 28 shares of Marsh worth $4.78K as of Q3 2026.
Toth Financial Advisory bought 3 Marsh shares in Q3 2026, an estimated $549.
Marsh made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #676 holding.
Toth Financial Advisory first reported a position in Marsh in Q4 2017 and has held it in 28 quarters since.
Toth Financial Advisory's Marsh position peaked at $11.8K in Q1 2023.
61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.