Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.8K Sell
191
-47
-20% -$7.86K ﹤0.01% 287
2026
Q1
$41.3K Buy
238
+49
+26% +$8.81K 0.01% 260
2025
Q4
$35K Buy
189
+1
+0.5% +$187 ﹤0.01% 257
2025
Q3
$37.9K Buy
188
+1
+0.5% +$206 0.01% 250
2025
Q2
$40.9K Hold
187
0.01% 241
2025
Q1
$45.6K Buy
187
+107
+134% +$24.3K 0.01% 198
2024
Q4
$16.9K Buy
80
+1
+1% +$222 ﹤0.01% 251
2024
Q3
$17.7K Hold
79
﹤0.01% 247
2024
Q2
$16.6K Hold
79
﹤0.01% 229
2024
Q1
$16.3K Hold
79
﹤0.01% 239
2023
Q4
$15K Sell
79
-20
-20% -$3.87K ﹤0.01% 232
2023
Q3
$18.8K Buy
99
+79
+395% +$15.1K 0.01% 200
2023
Q2
$3.76K Buy
+20
New +$3.55K ﹤0.01% 208

Other funds holding MRSH

First Pacific Financial's MRSH Position: Q2 2026 in Review

First Pacific Financial reduced its Marsh (MRSH) stake by 20% in Q2 2026, selling an estimated $7.86K and leaving 191 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

First Pacific Financial first reported a position in MRSH in Q2 2023 and has held it in 13 quarters since. The position peaked at $45.6K in Q1 2025. 476 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • First Pacific Financial held 191 shares of Marsh worth $31.8K as of Q2 2026.
  • First Pacific Financial sold 47 Marsh shares in Q2 2026, an estimated $7.86K.
  • Marsh made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #287 holding.
  • First Pacific Financial first reported a position in Marsh in Q2 2023 and has held it in 13 quarters since.
  • First Pacific Financial's Marsh position peaked at $45.6K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.