Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.5K Hold
135
0.02% 184
2026
Q1
$23.4K Hold
135
0.02% 178
2025
Q4
$25K Buy
+135
New +$25.2K 0.02% 162

Other funds holding MRSH

Essential Investment Partners's MRSH Position: Q2 2026 in Review

Essential Investment Partners held its Marsh (MRSH) position steady in Q2 2026 at 135 shares worth $22.5K. The position accounts for 0.02% of the portfolio, ranked #184.

Essential Investment Partners first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $25K in Q4 2025. 329 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Essential Investment Partners held 135 shares of Marsh worth $22.5K as of Q2 2026.
  • Essential Investment Partners left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #184 holding.
  • Essential Investment Partners first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Marsh position peaked at $25K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.