Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$498K Buy
+2,717
New +$454K 0.01% 867
2026
Q1
Sell
-5,911
Closed -$1.08M 610
2025
Q4
$1.08M Buy
5,911
+454
+8% +$84.9K 0.03% 383
2025
Q3
$967K Sell
5,457
-939
-15% -$193K 0.03% 377
2025
Q2
$1.31M Buy
+6,396
New +$1.44M 0.05% 271
2025
Q1
Sell
-3,504
Closed -$733K 668
2024
Q4
$733K Sell
3,504
-659
-16% -$146K 0.04% 287
2024
Q3
$923K Sell
4,163
-194
-4% -$43.1K 0.05% 266
2024
Q2
$923K Sell
4,357
-784
-15% -$161K 0.05% 262
2024
Q1
$1.05M Buy
+5,141
New +$1.02M 0.06% 239

Other funds holding MRSH

Diversify Advisory Services's MRSH Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Marsh (MRSH) in Q2 2026: 2,717 shares worth $498K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MRSH as recently as Q4 2025.

Diversify Advisory Services first reported a position in MRSH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Diversify Advisory Services held 2,717 shares of Marsh worth $498K as of Q2 2026.
  • Marsh was a new Diversify Advisory Services position in Q2 2026.
  • Marsh made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #867 holding.
  • Diversify Advisory Services first reported a position in Marsh in Q1 2024 and has held it in 8 quarters since.
  • Diversify Advisory Services's Marsh position peaked at $1.31M in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.