Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$510K Buy
3,062
+67
+2% +$11.2K 0.01% 435
2026
Q1
$520K Buy
2,995
+237
+9% +$42.6K 0.01% 383
2025
Q4
$512K Buy
2,758
+342
+14% +$63.9K 0.01% 395
2025
Q3
$487K Buy
2,416
+165
+7% +$33.9K 0.01% 397
2025
Q2
$492K Sell
2,251
-166
-7% -$37.5K 0.01% 380
2025
Q1
$590K Buy
2,417
+225
+10% +$51K 0.01% 338
2024
Q4
$466K Buy
2,192
+442
+25% +$98.1K 0.01% 385
2024
Q3
$391K Buy
1,750
+65
+4% +$14.4K 0.01% 390
2024
Q2
$355K Buy
1,685
+288
+21% +$59.2K 0.01% 398
2024
Q1
$288K Buy
+1,397
New +$278K 0.01% 417
2022
Q2
Sell
-1,462
Closed -$249K 450
2022
Q1
$249K Buy
+1,462
New +$230K 0.01% 390

Other funds holding MRSH

Advisors Capital Management's MRSH Position: Q2 2026 in Review

Advisors Capital Management increased its Marsh (MRSH) stake by 2.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,062 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #435.

Advisors Capital Management first reported a position in MRSH in Q1 2022 and has held it in 11 quarters since. The position peaked at $590K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Advisors Capital Management held 3,062 shares of Marsh worth $510K as of Q2 2026.
  • Advisors Capital Management bought 67 Marsh shares in Q2 2026, an estimated $11.2K.
  • Marsh made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #435 holding.
  • Advisors Capital Management first reported a position in Marsh in Q1 2022 and has held it in 11 quarters since.
  • Advisors Capital Management's Marsh position peaked at $590K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.