Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.2M Sell
169,099
-1,177
-0.7% -$197K 0.47% 92
2026
Q1
$29.5M Buy
170,276
+55,778
+49% +$10M 0.56% 82
2025
Q4
$21.2M Buy
114,498
+18,845
+20% +$3.52M 0.41% 108
2025
Q3
$19.3M Buy
+95,653
New +$19.7M 0.39% 113

Other funds holding MRSH

DePrince Race & Zollo Inc (DRZ)'s MRSH Position: Q2 2026 in Review

DePrince Race & Zollo Inc (DRZ) reduced its Marsh (MRSH) stake by 0.69% in Q2 2026, selling an estimated $197K and leaving 169,099 shares worth $28.2M. The position accounts for 0.47% of the portfolio, ranked #92.

DePrince Race & Zollo Inc (DRZ) first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.5M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • DePrince Race & Zollo Inc (DRZ) held 169,099 shares of Marsh worth $28.2M as of Q2 2026.
  • DePrince Race & Zollo Inc (DRZ) sold 1,177 Marsh shares in Q2 2026, an estimated $197K.
  • Marsh made up 0.47% of DePrince Race & Zollo Inc (DRZ)'s portfolio in Q2 2026, its #92 holding.
  • DePrince Race & Zollo Inc (DRZ) first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • DePrince Race & Zollo Inc (DRZ)'s Marsh position peaked at $29.5M in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on DePrince Race & Zollo Inc (DRZ)'s 13F filing for Q2 2026, filed 20 Aug 2026.