Cornerstone 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
Q1 | – | Sell |
-44,800
| Closed | -$8.31M | – | 142 |
|
|
2025
Q4 | $8.31M | Hold |
44,800
| – | – | 0.28% | 106 |
|
|
2025
Q3 | $9.03M | Hold |
44,800
| – | – | 0.3% | 84 |
|
|
2025
Q2 | $9.8M | Buy |
44,800
+18,500
| +70% | +$4.18M | 0.34% | 80 |
|
|
2025
Q1 | $6.42M | Hold |
26,300
| – | – | 0.28% | 90 |
|
|
2024
Q4 | $5.59M | Hold |
26,300
| – | – | 0.22% | 104 |
|
|
2024
Q3 | $5.87M | Hold |
26,300
| – | – | 0.23% | 108 |
|
|
2024
Q2 | $5.54M | Sell |
26,300
-1,400
| -5% | -$288K | 0.23% | 110 |
|
|
2024
Q1 | $5.71M | Hold |
27,700
| – | – | 0.24% | 110 |
|
|
2023
Q4 | $5.25M | Sell |
27,700
-1,300
| -4% | -$251K | 0.23% | 111 |
|
|
2023
Q3 | $5.52M | Buy |
29,000
+23,100
| +392% | +$4.43M | 0.26% | 111 |
|
|
2023
Q2 | $1.11M | Buy |
+5,900
| New | +$1.05M | 0.05% | 200 |
|
|
2021
Q2 | – | Sell |
-29,000
| Closed | -$3.53M | – | 211 |
|
|
2021
Q1 | $3.53M | Sell |
29,000
-7,000
| -19% | -$806K | 0.31% | 85 |
|
|
2020
Q4 | $4.21M | Hold |
36,000
| – | – | 0.37% | 66 |
|
|
2020
Q3 | $4.13M | Hold |
36,000
| – | – | 0.37% | 68 |
|
|
2020
Q2 | $3.87M | Buy |
+36,000
| New | +$3.64M | 0.36% | 70 |
|
|
2019
Q1 | $1.31M | Hold |
14,000
| – | – | 0.11% | 149 |
|
|
2018
Q4 | $1.12M | Hold |
14,000
| – | – | 0.1% | 172 |
|
|
2018
Q3 | $1.16M | Sell |
14,000
-14,000
| -50% | -$1.19M | 0.08% | 188 |
|
|
2018
Q2 | $2.29M | Hold |
28,000
| – | – | 0.28% | 100 |
|
|
2018
Q1 | $2.31M | Hold |
28,000
| – | – | 0.28% | 109 |
|
|
2017
Q4 | $2.28M | Hold |
28,000
| – | – | 0.26% | 109 |
|
|
2017
Q3 | $2.35M | Buy |
28,000
+20,000
| +250% | +$1.59M | 0.27% | 102 |
|
|
2017
Q2 | $624K | Buy |
+8,000
| New | +$604K | 0.11% | 177 |
|
|
2016
Q4 | – | Sell |
-13,500
| Closed | -$908K | – | 262 |
|
|
2016
Q3 | $908K | Hold |
13,500
| – | – | 0.23% | 113 |
|
|
2016
Q2 | $924K | Hold |
13,500
| – | – | 0.23% | 115 |
|
|
2016
Q1 | $821K | Hold |
13,500
| – | – | 0.2% | 131 |
|
|
2015
Q4 | $749K | Hold |
13,500
| – | – | 0.17% | 142 |
|
|
2015
Q3 | $705K | Buy |
13,500
+1,000
| +8% | +$55.8K | 0.17% | 148 |
|
|
2015
Q2 | $709K | Buy |
12,500
+4,500
| +56% | +$260K | 0.16% | 140 |
|
|
2015
Q1 | $449K | Buy |
8,000
+1,000
| +14% | +$56.4K | 0.09% | 182 |
|
|
2014
Q4 | $401K | Sell |
7,000
-5,000
| -42% | -$274K | 0.08% | 213 |
|
|
2014
Q3 | $628K | Hold |
12,000
| – | – | 0.12% | 184 |
|
|
2014
Q2 | $622K | Hold |
12,000
| – | – | 0.12% | 184 |
|
|
2014
Q1 | $592K | Hold |
12,000
| – | – | 0.14% | 182 |
|
|
2013
Q4 | $580K | Hold |
12,000
| – | – | 0.14% | 168 |
|
|
2013
Q3 | $523K | Buy |
12,000
+2,000
| +20% | +$84.1K | 0.17% | 142 |
|
|
2013
Q2 | $399K | Buy |
+10,000
| New | +$391K | 0.16% | 152 |
|
Other funds holding MRSH
VCM
VPM
Cornerstone Advisors's MRSH Position: Q1 2026 in Review
Cornerstone Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 44,800 shares — an estimated $8.31M sold.
Cornerstone Advisors first reported a position in MRSH in Q2 2013 and held it in 37 quarters. The position peaked at $9.8M in Q2 2025. 1,540 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Cornerstone Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
- Cornerstone Advisors sold 44,800 Marsh shares in Q1 2026, an estimated $8.31M.
- Cornerstone Advisors first reported a position in Marsh in Q2 2013 and held it in 37 quarters.
- Cornerstone Advisors's Marsh position peaked at $9.8M in Q2 2025.
- 1,540 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.