Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Sell
1,225
-69
-5% -$12.4K ﹤0.01% 702
2025
Q4
$240K Buy
1,294
+320
+33% +$59.8K ﹤0.01% 697
2025
Q3
$196K Sell
974
-89
-8% -$18.3K ﹤0.01% 720
2025
Q2
$232K Buy
1,063
+660
+164% +$149K ﹤0.01% 695
2025
Q1
$98.3K Buy
403
+2
+0.5% +$454 ﹤0.01% 864
2024
Q4
$85.2K Buy
401
+2
+0.5% +$444 ﹤0.01% 882
2024
Q3
$89K Buy
399
+4
+1% +$888 ﹤0.01% 853
2024
Q2
$83.2K Hold
395
﹤0.01% 839
2024
Q1
$81.4K Hold
395
﹤0.01% 847
2023
Q4
$74.8K Hold
395
﹤0.01% 856
2023
Q3
$75.2K Hold
395
﹤0.01% 838
2023
Q2
$74.3K Hold
395
﹤0.01% 831
2023
Q1
$65.8K Sell
395
-7
-2% -$1.17K ﹤0.01% 853
2022
Q4
$66K Buy
402
+105
+35% +$17.2K ﹤0.01% 907
2022
Q3
$44K Sell
297
-179
-38% -$28.7K ﹤0.01% 1126
2022
Q2
$74K Buy
+476
New +$76.3K ﹤0.01% 1057
2022
Q1
Sell
-12
Closed -$2K 2475
2021
Q4
$2K Buy
+12
New +$1.99K ﹤0.01% 2199
2021
Q1
Sell
-23
Closed -$3K 1798
2020
Q4
$3K Buy
+23
New +$2.61K ﹤0.01% 1348
2020
Q3
Sell
-236
Closed -$25K 1428
2020
Q2
$25K Buy
+236
New +$23.9K ﹤0.01% 958
2020
Q1
Sell
-1,000
Closed -$111K 1467
2019
Q4
$111K Buy
+1,000
New +$104K ﹤0.01% 758
2018
Q4
Sell
-1,600
Closed -$133K 978
2018
Q3
$133K Buy
+1,600
New +$136K 0.01% 703
2017
Q1
Sell
-1,000
Closed -$68K 907
2016
Q4
$68K Buy
+1,000
New +$67K 0.01% 725

Other funds holding MRSH

Ancora Advisors's MRSH Position: Q1 2026 in Review

Ancora Advisors reduced its Marsh (MRSH) stake by 5.3% in Q1 2026, selling an estimated $12.4K and leaving 1,225 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Ancora Advisors first reported a position in MRSH in Q4 2016 and has held it in 22 quarters since. The position peaked at $240K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Ancora Advisors held 1,225 shares of Marsh worth $212K as of Q1 2026.
  • Ancora Advisors sold 69 Marsh shares in Q1 2026, an estimated $12.4K.
  • Marsh made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #702 holding.
  • Ancora Advisors first reported a position in Marsh in Q4 2016 and has held it in 22 quarters since.
  • Ancora Advisors's Marsh position peaked at $240K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.