TritonPoint Wealth
MRSH icon

TritonPoint Wealth’s Marsh MRSH Stock Holding History

TritonPoint Wealth’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 		$214K Sell
1,256
-27
-2% -$4.94K 0.02% 281
2026
Q2 		$214K Buy
+1,283
New +$214K 0.02% 274
2025
Q4 		– Sell
-1,647
Closed -$332K – 322
2025
Q3 		$332K Sell
1,647
-84
-5% -$17.3K 0.03% 279
2025
Q2 		$379K Sell
1,731
-29
-2% -$6.55K 0.04% 250
2025
Q1 		$429K Buy
1,760
+84
+5% +$19.1K 0.04% 230
2024
Q4 		$356K Buy
+1,676
New +$372K 0.03% 247

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TritonPoint Wealth's MRSH Position: Q3 2026 in Review

TritonPoint Wealth reduced its Marsh (MRSH) stake by 2.1% in Q3 2026, selling an estimated $4.94K and leaving 1,256 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #281.

TritonPoint Wealth first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $429K in Q1 2025. 815 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • TritonPoint Wealth held 1,256 shares of Marsh worth $214K as of Q3 2026.
  • TritonPoint Wealth sold 27 Marsh shares in Q3 2026, an estimated $4.94K.
  • Marsh made up 0.02% of TritonPoint Wealth's portfolio in Q3 2026, its #281 holding.
  • TritonPoint Wealth first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • TritonPoint Wealth's Marsh position peaked at $429K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.