Diversified Trust’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 | $9.66M | Buy |
57,978
+19,655
| +51% | +$3.29M | 0.15% | 78 |
|
|
2026
Q1 | $6.65M | Buy |
38,323
+15,321
| +67% | +$2.75M | 0.12% | 92 |
|
|
2025
Q4 | $4.27M | Sell |
23,002
-74
| -0.3% | -$13.8K | 0.08% | 132 |
|
|
2025
Q3 | $4.65M | Sell |
23,076
-1,130
| -5% | -$232K | 0.09% | 121 |
|
|
2025
Q2 | $5.29M | Sell |
24,206
-524
| -2% | -$118K | 0.12% | 102 |
|
|
2025
Q1 | $6.03M | Sell |
24,730
-939
| -4% | -$213K | 0.15% | 81 |
|
|
2024
Q4 | $5.45M | Buy |
25,669
+114
| +0.4% | +$25.3K | 0.13% | 91 |
|
|
2024
Q3 | $5.7M | Buy |
25,555
+2
| +0% | +$444 | 0.14% | 86 |
|
|
2024
Q2 | $5.38M | Buy |
25,553
+9,184
| +56% | +$1.89M | 0.15% | 80 |
|
|
2024
Q1 | $3.37M | Sell |
16,369
-354
| -2% | -$70.6K | 0.1% | 120 |
|
|
2023
Q4 | $3.17M | Sell |
16,723
-211
| -1% | -$40.8K | 0.11% | 102 |
|
|
2023
Q3 | $3.22M | Buy |
16,934
+1,231
| +8% | +$236K | 0.12% | 96 |
|
|
2023
Q2 | $2.95M | Buy |
15,703
+1,975
| +14% | +$350K | 0.11% | 112 |
|
|
2023
Q1 | $2.29M | Buy |
13,728
+3,219
| +31% | +$536K | 0.09% | 127 |
|
|
2022
Q4 | $1.74M | Sell |
10,509
-1,238
| -11% | -$202K | 0.07% | 150 |
|
|
2022
Q3 | $1.75M | Buy |
11,747
+1,457
| +14% | +$234K | 0.08% | 123 |
|
|
2022
Q2 | $1.6M | Buy |
10,290
+678
| +7% | +$109K | 0.07% | 146 |
|
|
2022
Q1 | $1.64M | Sell |
9,612
-540
| -5% | -$85.1K | 0.06% | 170 |
|
|
2021
Q4 | $1.76M | Buy |
10,152
+4,924
| +94% | +$818K | 0.06% | 168 |
|
|
2021
Q3 | $792K | Buy |
+5,228
| New | +$791K | 0.03% | 276 |
|
|
2021
Q2 | – | Sell |
-7,530
| Closed | -$917K | – | 849 |
|
|
2021
Q1 | $917K | Buy |
7,530
+1,871
| +33% | +$215K | 0.04% | 232 |
|
|
2020
Q4 | $662K | Buy |
5,659
+509
| +10% | +$57.8K | 0.03% | 273 |
|
|
2020
Q3 | $591K | Buy |
5,150
+1,925
| +60% | +$221K | 0.03% | 272 |
|
|
2020
Q2 | $346K | Buy |
3,225
+716
| +29% | +$72.5K | 0.02% | 344 |
|
|
2020
Q1 | $217K | Hold |
2,509
| – | – | 0.01% | 358 |
|
|
2019
Q4 | $280K | Buy |
+2,509
| New | +$262K | 0.01% | 353 |
|
|
2019
Q1 | – | Sell |
-9,523
| Closed | -$759K | – | 364 |
|
|
2018
Q4 | $759K | Buy |
9,523
+5
| +0.1% | +$417 | 0.04% | 144 |
|
|
2018
Q3 | $787K | Hold |
9,518
| – | – | 0.04% | 132 |
|
|
2018
Q2 | $780K | Buy |
+9,518
| New | +$777K | 0.05% | 125 |
|
Other funds holding MRSH
Diversified Trust's MRSH Position: Q2 2026 in Review
Diversified Trust increased its Marsh (MRSH) stake by 51% in Q2 2026, buying an estimated $3.29M and bringing the position to 57,978 shares worth $9.66M. The position accounts for 0.15% of the portfolio, ranked #78.
Diversified Trust first reported a position in MRSH in Q2 2018 and has held it in 29 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Diversified Trust held 57,978 shares of Marsh worth $9.66M as of Q2 2026.
- Diversified Trust bought 19,655 Marsh shares in Q2 2026, an estimated $3.29M.
- Marsh made up 0.15% of Diversified Trust's portfolio in Q2 2026, its #78 holding.
- Diversified Trust first reported a position in Marsh in Q2 2018 and has held it in 29 quarters since.
- 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.