Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,450
Closed -$598K 93
2026
Q1
$598K Buy
3,450
+249
+8% +$44.8K 0.31% 69
2025
Q4
$594K Buy
3,201
+99
+3% +$18.5K 0.31% 70
2025
Q3
$625K Buy
3,102
+333
+12% +$68.5K 0.34% 67
2025
Q2
$605K Buy
2,769
+55
+2% +$12.4K 0.41% 57
2025
Q1
$662K Sell
2,714
-21
-0.8% -$4.76K 0.51% 38
2024
Q4
$581K Buy
+2,735
New +$607K 0.54% 53

Other funds holding MRSH

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

Coign Capital Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,450 shares — an estimated $598K sold.

Coign Capital Advisors first reported a position in MRSH in Q4 2024 and held it in 6 quarters. The position peaked at $662K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Coign Capital Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Coign Capital Advisors sold 3,450 Marsh shares in Q2 2026, an estimated $598K.
  • Coign Capital Advisors first reported a position in Marsh in Q4 2024 and held it in 6 quarters.
  • Coign Capital Advisors's Marsh position peaked at $662K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.