Elmwood Wealth Management’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 | $966K | Buy |
5,793
+171
| +3% | +$28.6K | 0.24% | 94 |
|
|
2026
Q1 | $975K | Sell |
5,622
-245
| -4% | -$44K | 0.27% | 88 |
|
|
2025
Q4 | $1.09M | Buy |
5,867
+144
| +3% | +$26.9K | 0.34% | 78 |
|
|
2025
Q3 | $1.15M | Hold |
5,723
| – | – | 0.41% | 72 |
|
|
2025
Q2 | $1.25M | Buy |
5,723
+1
| +0% | +$226 | 0.5% | 67 |
|
|
2025
Q1 | $1.4M | Sell |
5,722
-394
| -6% | -$89.4K | 0.57% | 59 |
|
|
2024
Q4 | $1.3M | Buy |
6,116
+4
| +0.1% | +$887 | 0.52% | 65 |
|
|
2024
Q3 | $1.36M | Sell |
6,112
-149
| -2% | -$33.1K | 0.56% | 63 |
|
|
2024
Q2 | $1.32M | Sell |
6,261
-125
| -2% | -$25.7K | 0.59% | 60 |
|
|
2024
Q1 | $1.32M | Buy |
6,386
+2,814
| +79% | +$561K | 0.56% | 65 |
|
|
2023
Q4 | $677K | Sell |
3,572
-2,946
| -45% | -$569K | 0.47% | 59 |
|
|
2023
Q3 | $1.24M | Buy |
6,518
+27
| +0.4% | +$5.17K | 0.6% | 57 |
|
|
2023
Q2 | $1.22M | Sell |
6,491
-162
| -2% | -$28.7K | 0.57% | 62 |
|
|
2023
Q1 | $1.11M | Buy |
6,653
+80
| +1% | +$13.3K | 0.52% | 66 |
|
|
2022
Q4 | $1.09M | Sell |
6,573
-40
| -0.6% | -$6.54K | 0.54% | 64 |
|
|
2022
Q3 | $987K | Buy |
6,613
+100
| +2% | +$16K | 0.49% | 63 |
|
|
2022
Q2 | $1.01M | Sell |
6,513
-175
| -3% | -$28K | 0.57% | 65 |
|
|
2022
Q1 | $1.14M | Buy |
6,688
+260
| +4% | +$41K | 0.58% | 64 |
|
|
2021
Q4 | $1.12M | Buy |
+6,428
| New | +$1.07M | 0.53% | 65 |
|
|
2021
Q2 | $936K | Sell |
6,653
-50
| -0.7% | -$6.7K | 0.49% | 69 |
|
|
2021
Q1 | $816K | Buy |
+6,703
| New | +$772K | 0.5% | 68 |
|
|
2020
Q3 | $761K | Hold |
7,083
| – | – | 0.62% | 57 |
|
|
2020
Q2 | $761K | Sell |
7,083
-857
| -11% | -$86.7K | 0.62% | 57 |
|
|
2020
Q1 | $656K | Buy |
7,940
+850
| +12% | +$90.6K | 0.63% | 57 |
|
|
2019
Q4 | $790K | Sell |
7,090
-112
| -2% | -$11.7K | 0.69% | 61 |
|
|
2019
Q3 | $721K | Hold |
7,202
| – | – | 0.73% | 54 |
|
|
2019
Q2 | $718K | Sell |
7,202
-40
| -0.6% | -$3.83K | 0.63% | 59 |
|
|
2019
Q1 | $680K | Sell |
7,242
-340
| -4% | -$30.1K | 0.63% | 58 |
|
|
2018
Q4 | $605K | Sell |
7,582
-508
| -6% | -$42.4K | 0.58% | 59 |
|
|
2018
Q3 | $669K | Buy |
8,090
+300
| +4% | +$25.4K | 0.56% | 66 |
|
|
2018
Q2 | $639K | Sell |
7,790
-150
| -2% | -$12.2K | 0.58% | 62 |
|
|
2018
Q1 | $656K | Buy |
+7,940
| New | +$658K | 0.63% | 57 |
|
Other funds holding MRSH
Elmwood Wealth Management's MRSH Position: Q2 2026 in Review
Elmwood Wealth Management increased its Marsh (MRSH) stake by 3% in Q2 2026, buying an estimated $28.6K and bringing the position to 5,793 shares worth $966K. The position accounts for 0.24% of the portfolio, ranked #94.
Elmwood Wealth Management first reported a position in MRSH in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.4M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Elmwood Wealth Management held 5,793 shares of Marsh worth $966K as of Q2 2026.
- Elmwood Wealth Management bought 171 Marsh shares in Q2 2026, an estimated $28.6K.
- Marsh made up 0.24% of Elmwood Wealth Management's portfolio in Q2 2026, its #94 holding.
- Elmwood Wealth Management first reported a position in Marsh in Q1 2018 and has held it in 32 quarters since.
- Elmwood Wealth Management's Marsh position peaked at $1.4M in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.