Coastal Bridge Advisors’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
$654K Sell
3,925
-22
-0.6% -$3.68K 0.04% 281
2026
Q1
$685K Buy
3,947
+95
+2% +$17.1K 0.05% 266
2025
Q4
$715K Sell
3,852
-86
-2% -$16.1K 0.05% 259
2025
Q3
$794K Sell
3,938
-153
-4% -$31.5K 0.06% 235
2025
Q2
$894K Buy
4,091
+7
+0.2% +$1.58K 0.07% 220
2025
Q1
$997K Buy
+4,084
New +$927K 0.09% 200

Other funds holding MRSH

Coastal Bridge Advisors's MRSH Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Marsh (MRSH) stake by 0.56% in Q2 2026, selling an estimated $3.68K and leaving 3,925 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #281.

Coastal Bridge Advisors first reported a position in MRSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $997K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Coastal Bridge Advisors held 3,925 shares of Marsh worth $654K as of Q2 2026.
  • Coastal Bridge Advisors sold 22 Marsh shares in Q2 2026, an estimated $3.68K.
  • Marsh made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #281 holding.
  • Coastal Bridge Advisors first reported a position in Marsh in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Marsh position peaked at $997K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.