Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$322K Hold
1,929
0.13% 84
2026
Q1
$335K Sell
1,929
-4
-0.2% -$719 0.15% 81
2025
Q4
$354K Sell
1,933
-5
-0.3% -$935 0.16% 78
2025
Q3
$395K Buy
+1,938
New +$399K 0.19% 71

Other funds holding MRSH

GEM Asset Management's MRSH Position: Q2 2026 in Review

GEM Asset Management held its Marsh (MRSH) position steady in Q2 2026 at 1,929 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #84.

GEM Asset Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $395K in Q3 2025. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • GEM Asset Management held 1,929 shares of Marsh worth $322K as of Q2 2026.
  • GEM Asset Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.13% of GEM Asset Management's portfolio in Q2 2026, its #84 holding.
  • GEM Asset Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • GEM Asset Management's Marsh position peaked at $395K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.