Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.5K Hold
75
0.01% 250
2026
Q1
$13K Sell
75
-13,839
-99% -$2.49M 0.01% 248
2025
Q4
$13.9K Buy
+13,914
New +$2.6M 0.01% 252

Other funds holding MRSH

Align Financial's MRSH Position: Q2 2026 in Review

Align Financial held its Marsh (MRSH) position steady in Q2 2026 at 75 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #250.

Align Financial first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.9K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Align Financial held 75 shares of Marsh worth $12.5K as of Q2 2026.
  • Align Financial left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.01% of Align Financial's portfolio in Q2 2026, its #250 holding.
  • Align Financial first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Marsh position peaked at $13.9K in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.