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Wedmont Private Capital’s Marsh MRSH Stock Holding History

Wedmont Private Capital’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 		$1.42M Buy
8,054
+3,271
+68% +$598K 0.03% 285
2026
Q2 		$853K Sell
4,783
-265
-5% -$44.3K 0.02% 391
2026
Q1 		$887K Sell
5,048
-557
-10% -$100K 0.03% 351
2025
Q4 		$1.03M Sell
5,605
-1,398
-20% -$261K 0.04% 284
2025
Q3 		$1.43M Sell
7,003
-734
-9% -$151K 0.05% 212
2025
Q2 		$1.66M Sell
7,737
-96
-1% -$21.7K 0.07% 177
2025
Q1 		$1.83M Buy
7,833
+398
+5% +$90.3K 0.09% 126
2024
Q4 		$1.55M Buy
7,435
+113
+2% +$25.1K 0.08% 144
2024
Q3 		$1.61M Buy
7,322
+267
+4% +$59.3K 0.09% 133
2024
Q2 		$1.54M Buy
7,055
+239
+4% +$49.1K 0.1% 127
2024
Q1 		$1.39M Buy
6,816
+59
+0.9% +$11.8K 0.1% 130
2023
Q4 		$1.29M Buy
6,757
+239
+4% +$46.2K 0.11% 126
2023
Q3 		$1.26M Buy
6,518
+750
+13% +$144K 0.13% 103
2023
Q2 		$1.08M Buy
5,768
+323
+6% +$57.3K 0.12% 118
2023
Q1 		$916K Buy
5,445
+641
+13% +$107K 0.12% 123
2022
Q4 		$821K Buy
4,804
+357
+8% +$58.4K 0.12% 136
2022
Q3 		$664K Buy
4,447
+570
+15% +$91.5K 0.13% 123
2022
Q2 		$602K Buy
3,877
+373
+11% +$59.8K 0.13% 120
2022
Q1 		$600K Buy
3,504
+580
+20% +$91.4K 0.13% 121
2021
Q4 		$479K Buy
+2,924
New +$486K 0.15% 114

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Wedmont Private Capital's MRSH Position: Q3 2026 in Review

Wedmont Private Capital increased its Marsh (MRSH) stake by 68% in Q3 2026, buying an estimated $598K and bringing the position to 8,054 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #285.

Wedmont Private Capital first reported a position in MRSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.83M in Q1 2025. 95 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Wedmont Private Capital held 8,054 shares of Marsh worth $1.42M as of Q3 2026.
  • Wedmont Private Capital bought 3,271 Marsh shares in Q3 2026, an estimated $598K.
  • Marsh made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #285 holding.
  • Wedmont Private Capital first reported a position in Marsh in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Marsh position peaked at $1.83M in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.