Edgestream Partners’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 | $212K | Sell |
1,224
-9,478
| -89% | -$1.7M | 0.01% | 846 |
|
|
2025
Q4 | $1.99M | Sell |
10,702
-64,714
| -86% | -$12.1M | 0.06% | 538 |
|
|
2025
Q3 | $15.2M | Buy |
75,416
+38,118
| +102% | +$7.84M | 0.44% | 5 |
|
|
2025
Q2 | $8.15M | Buy |
37,298
+14,073
| +61% | +$3.18M | 0.23% | 137 |
|
|
2025
Q1 | $5.67M | Buy |
23,225
+12,215
| +111% | +$2.77M | 0.19% | 195 |
|
|
2024
Q4 | $2.34M | Sell |
11,010
-6,094
| -36% | -$1.35M | 0.1% | 367 |
|
|
2024
Q3 | $3.82M | Buy |
17,104
+14,768
| +632% | +$3.28M | 0.17% | 200 |
|
|
2024
Q2 | $492K | Sell |
2,336
-21,739
| -90% | -$4.47M | 0.02% | 670 |
|
|
2024
Q1 | $4.96M | Buy |
24,075
+22,946
| +2,032% | +$4.57M | 0.25% | 106 |
|
|
2023
Q4 | $214K | Sell |
1,129
-726
| -39% | -$140K | 0.02% | 779 |
|
|
2023
Q3 | $353K | Buy |
+1,855
| New | +$356K | 0.03% | 675 |
|
|
2023
Q1 | – | Sell |
-1,794
| Closed | -$297K | – | 617 |
|
|
2022
Q4 | $297K | Buy |
+1,794
| New | +$293K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-4,738
| Closed | -$736K | – | 554 |
|
|
2022
Q2 | $736K | Sell |
4,738
-3,118
| -40% | -$500K | 0.06% | 365 |
|
|
2022
Q1 | $1.34M | Buy |
7,856
+6,019
| +328% | +$949K | 0.11% | 279 |
|
|
2021
Q4 | $319K | Buy |
+1,837
| New | +$305K | 0.02% | 434 |
|
|
2021
Q2 | – | Sell |
-8,669
| Closed | -$1.06M | – | 508 |
|
|
2021
Q1 | $1.06M | Sell |
8,669
-16,668
| -66% | -$1.92M | 0.06% | 296 |
|
|
2020
Q4 | $2.96M | Buy |
+25,337
| New | +$2.88M | 0.15% | 177 |
|
|
2020
Q3 | – | Sell |
-48,815
| Closed | -$5.24M | – | 334 |
|
|
2020
Q2 | $5.24M | Buy |
48,815
+26,084
| +115% | +$2.64M | 0.28% | 109 |
|
|
2020
Q1 | $1.97M | Buy |
22,731
+15,031
| +195% | +$1.6M | 0.18% | 143 |
|
|
2019
Q4 | $858K | Sell |
7,700
-13,828
| -64% | -$1.44M | 0.04% | 244 |
|
|
2019
Q3 | $2.15M | Buy |
+21,528
| New | +$2.15M | 0.21% | 134 |
|
|
2018
Q4 | – | Sell |
-5,174
| Closed | -$428K | – | 275 |
|
|
2018
Q3 | $428K | Buy |
+5,174
| New | +$438K | 0.07% | 193 |
|
|
2018
Q1 | – | Sell |
-4,389
| Closed | -$357K | – | 259 |
|
|
2017
Q4 | $357K | Sell |
4,389
-5,636
| -56% | -$468K | 0.43% | 61 |
|
|
2017
Q3 | $840K | Sell |
10,025
-4,287
| -30% | -$340K | 0.45% | 50 |
|
|
2017
Q2 | $1.12M | Buy |
14,312
+3,836
| +37% | +$290K | 0.42% | 47 |
|
|
2017
Q1 | $774K | Buy |
+10,476
| New | +$749K | 0.34% | 68 |
|
|
2016
Q4 | – | Sell |
-9,858
| Closed | -$663K | – | 119 |
|
|
2016
Q3 | $663K | Buy |
+9,858
| New | +$660K | 0.37% | 64 |
|
Other funds holding MRSH
VCM
VPM
Edgestream Partners's MRSH Position: Q1 2026 in Review
Edgestream Partners reduced its Marsh (MRSH) stake by 89% in Q1 2026, selling an estimated $1.7M and leaving 1,224 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #846.
Edgestream Partners first reported a position in MRSH in Q3 2016 and has held it in 27 quarters since. The position peaked at $15.2M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Edgestream Partners held 1,224 shares of Marsh worth $212K as of Q1 2026.
- Edgestream Partners sold 9,478 Marsh shares in Q1 2026, an estimated $1.7M.
- Marsh made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #846 holding.
- Edgestream Partners first reported a position in Marsh in Q3 2016 and has held it in 27 quarters since.
- Edgestream Partners's Marsh position peaked at $15.2M in Q3 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.