Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$333 Hold
2
﹤0.01% 819
2026
Q1
$347 Hold
2
﹤0.01% 807
2025
Q4
$371 Buy
+2
New +$374 ﹤0.01% 786

Other funds holding MRSH

Elevated Capital Advisors's MRSH Position: Q2 2026 in Review

Elevated Capital Advisors held its Marsh (MRSH) position steady in Q2 2026 at 2 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Elevated Capital Advisors first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $371 in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Elevated Capital Advisors held 2 shares of Marsh worth $333 as of Q2 2026.
  • Elevated Capital Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #819 holding.
  • Elevated Capital Advisors first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Marsh position peaked at $371 in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.