Financial Management Professionals’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 | $303K | Buy |
1,817
+2
| +0.1% | +$334 | 0.03% | 154 |
|
|
2026
Q1 | $315K | Buy |
1,815
+27
| +2% | +$4.85K | 0.04% | 133 |
|
|
2025
Q4 | $332K | Sell |
1,788
-9
| -0.5% | -$1.68K | 0.03% | 128 |
|
|
2025
Q3 | $362K | Sell |
1,797
-44
| -2% | -$9.05K | 0.04% | 120 |
|
|
2025
Q2 | $403K | Buy |
1,841
+1,600
| +664% | +$361K | 0.05% | 110 |
|
|
2025
Q1 | $58.8K | Sell |
241
-13
| -5% | -$2.95K | 0.01% | 241 |
|
|
2024
Q4 | $54K | Hold |
254
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $57K | Buy |
254
+1
| +0.4% | +$222 | 0.01% | 248 |
|
|
2024
Q2 | $53K | Sell |
253
-11
| -4% | -$2.26K | 0.01% | 253 |
|
|
2024
Q1 | $54K | Sell |
264
-31
| -11% | -$6.18K | 0.01% | 269 |
|
|
2023
Q4 | $56K | Hold |
295
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $56K | Hold |
295
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $55K | Hold |
295
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $49K | Buy |
295
+57
| +24% | +$9.5K | 0.01% | 277 |
|
|
2022
Q4 | $39K | Hold |
238
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $36K | Sell |
238
-6
| -2% | -$963 | 0.01% | 254 |
|
|
2022
Q2 | $38K | Buy |
244
+143
| +142% | +$22.9K | 0.01% | 257 |
|
|
2022
Q1 | $17K | Buy |
101
+36
| +55% | +$5.67K | ﹤0.01% | 392 |
|
|
2021
Q4 | $11K | Hold |
65
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $9K | Buy |
65
+21
| +48% | +$2.82K | ﹤0.01% | 417 |
|
|
2021
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $5K | Buy |
+44
| New | +$4.45K | ﹤0.01% | 390 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$5K | – | 301 |
|
|
2018
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 212 |
|
|
2017
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 175 |
|
|
2017
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 175 |
|
|
2017
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 204 |
|
|
2017
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 228 |
|
|
2016
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 215 |
|
|
2016
Q3 | $4K | Buy |
+62
| New | +$4.15K | ﹤0.01% | 237 |
|
Other funds holding MRSH
Financial Management Professionals's MRSH Position: Q2 2026 in Review
Financial Management Professionals increased its Marsh (MRSH) stake by 0.11% in Q2 2026, buying an estimated $334 and bringing the position to 1,817 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #154.
Financial Management Professionals first reported a position in MRSH in Q3 2016 and has held it in 33 quarters since. The position peaked at $403K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Financial Management Professionals held 1,817 shares of Marsh worth $303K as of Q2 2026.
- Financial Management Professionals bought 2 Marsh shares in Q2 2026, an estimated $334.
- Marsh made up 0.03% of Financial Management Professionals's portfolio in Q2 2026, its #154 holding.
- Financial Management Professionals first reported a position in Marsh in Q3 2016 and has held it in 33 quarters since.
- Financial Management Professionals's Marsh position peaked at $403K in Q2 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.