Advisornet Financial’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $240K | Buy |
1,437
+606
| +73% | +$101K | 0.01% | 598 |
|
|
2026
Q1 | $144K | Sell |
831
-367
| -31% | -$66K | 0.01% | 704 |
|
|
2025
Q4 | $222K | Buy |
1,198
+145
| +14% | +$27.1K | 0.01% | 573 |
|
|
2025
Q3 | $212K | Buy |
1,053
+203
| +24% | +$41.8K | 0.01% | 581 |
|
|
2025
Q2 | $186K | Buy |
850
+47
| +6% | +$10.6K | 0.01% | 591 |
|
|
2025
Q1 | $196K | Sell |
803
-69
| -8% | -$15.7K | 0.01% | 550 |
|
|
2024
Q4 | $185K | Sell |
872
-885
| -50% | -$196K | 0.02% | 527 |
|
|
2024
Q3 | $392K | Buy |
1,757
+95
| +6% | +$21.1K | 0.03% | 369 |
|
|
2024
Q2 | $350K | Sell |
1,662
-182
| -10% | -$37.4K | 0.03% | 369 |
|
|
2024
Q1 | $380K | Buy |
1,844
+68
| +4% | +$13.6K | 0.04% | 345 |
|
|
2023
Q4 | $336K | Buy |
1,776
+17
| +1% | +$3.29K | 0.03% | 386 |
|
|
2023
Q3 | $335K | Sell |
1,759
-108
| -6% | -$20.7K | 0.03% | 367 |
|
|
2023
Q2 | $351K | Sell |
1,867
-67
| -3% | -$11.9K | 0.03% | 372 |
|
|
2023
Q1 | $322K | Sell |
1,934
-531
| -22% | -$88.5K | 0.03% | 370 |
|
|
2022
Q4 | $408K | Sell |
2,465
-459
| -16% | -$75.1K | 0.04% | 329 |
|
|
2022
Q3 | $437K | Buy |
2,924
+1,067
| +57% | +$171K | 0.04% | 342 |
|
|
2022
Q2 | $288K | Sell |
1,857
-345
| -16% | -$55.3K | 0.03% | 424 |
|
|
2022
Q1 | $375K | Buy |
2,202
+46
| +2% | +$7.25K | 0.02% | 423 |
|
|
2021
Q4 | $375K | Buy |
2,156
+10
| +0.5% | +$1.66K | 0.02% | 454 |
|
|
2021
Q3 | $325K | Buy |
2,146
+20
| +0.9% | +$3.02K | 0.02% | 445 |
|
|
2021
Q2 | $299K | Hold |
2,126
| – | – | 0.02% | 482 |
|
|
2021
Q1 | $259K | Buy |
2,126
+200
| +10% | +$23K | 0.02% | 493 |
|
|
2020
Q4 | $225K | Buy |
1,926
+601
| +45% | +$68.3K | 0.02% | 476 |
|
|
2020
Q3 | $152K | Sell |
1,325
-100
| -7% | -$11.5K | 0.01% | 554 |
|
|
2020
Q2 | $153K | Sell |
1,425
-194
| -12% | -$19.6K | 0.01% | 554 |
|
|
2020
Q1 | $140K | Sell |
1,619
-314
| -16% | -$33.5K | 0.01% | 538 |
|
|
2019
Q4 | $215K | Sell |
1,933
-127
| -6% | -$13.3K | 0.02% | 490 |
|
|
2019
Q3 | $206K | Buy |
2,060
+532
| +35% | +$53.2K | 0.02% | 500 |
|
|
2019
Q2 | $152K | Buy |
1,528
+56
| +4% | +$5.36K | 0.02% | 502 |
|
|
2019
Q1 | $138K | Sell |
1,472
-1,461
| -50% | -$129K | 0.02% | 480 |
|
|
2018
Q4 | $234K | Buy |
2,933
+657
| +29% | +$54.8K | 0.03% | 375 |
|
|
2018
Q3 | $188K | Sell |
2,276
-20
| -0.9% | -$1.69K | 0.02% | 426 |
|
|
2018
Q2 | $188K | Buy |
2,296
+102
| +5% | +$8.33K | 0.03% | 409 |
|
|
2018
Q1 | $181K | Sell |
2,194
-24
| -1% | -$1.99K | 0.03% | 408 |
|
|
2017
Q4 | $181K | Buy |
+2,218
| New | +$184K | 0.03% | 366 |
|
Other funds holding MRSH
RG
NLI
DC
JIC
BHIA
SI
Advisornet Financial's MRSH Position: Q2 2026 in Review
Advisornet Financial increased its Marsh (MRSH) stake by 73% in Q2 2026, buying an estimated $101K and bringing the position to 1,437 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #598.
Advisornet Financial first reported a position in MRSH in Q4 2017 and has held it in 35 quarters since. The position peaked at $437K in Q3 2022. 363 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Advisornet Financial held 1,437 shares of Marsh worth $240K as of Q2 2026.
- Advisornet Financial bought 606 Marsh shares in Q2 2026, an estimated $101K.
- Marsh made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #598 holding.
- Advisornet Financial first reported a position in Marsh in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Marsh position peaked at $437K in Q3 2022.
- 363 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.