Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$214K Sell
1,232
-204
-14% -$36.7K 0.09% 124
2025
Q4
$266K Sell
1,436
-997
-41% -$186K 0.11% 109
2025
Q3
$490K Sell
2,433
-1,427
-37% -$293K 0.21% 77
2025
Q2
$844K Buy
3,860
+34
+0.9% +$7.68K 0.38% 61
2025
Q1
$934K Buy
3,826
+332
+10% +$75.3K 0.47% 51
2024
Q4
$742K Sell
3,494
-77
-2% -$17.1K 0.35% 64
2024
Q3
$797K Sell
3,571
-705
-16% -$156K 0.38% 59
2024
Q2
$901K Buy
4,276
+45
+1% +$9.24K 0.44% 50
2024
Q1
$872K Buy
+4,231
New +$843K 0.48% 50
2020
Q2
Sell
-14,861
Closed -$1.28M 81
2020
Q1
$1.28M Sell
14,861
-1,615
-10% -$172K 1.23% 28
2019
Q4
$1.83M Sell
16,476
-185
-1% -$19.3K 1.56% 20
2019
Q3
$1.67M Buy
16,661
+1,177
+8% +$118K 1.54% 19
2019
Q2
$1.54M Buy
15,484
+5,675
+58% +$543K 1.56% 18
2019
Q1
$921K Buy
+9,809
New +$868K 1.11% 23

Other funds holding MRSH

Genesee Capital Advisors's MRSH Position: Q1 2026 in Review

Genesee Capital Advisors reduced its Marsh (MRSH) stake by 14% in Q1 2026, selling an estimated $36.7K and leaving 1,232 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #124.

Genesee Capital Advisors first reported a position in MRSH in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.83M in Q4 2019. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Genesee Capital Advisors held 1,232 shares of Marsh worth $214K as of Q1 2026.
  • Genesee Capital Advisors sold 204 Marsh shares in Q1 2026, an estimated $36.7K.
  • Marsh made up 0.09% of Genesee Capital Advisors's portfolio in Q1 2026, its #124 holding.
  • Genesee Capital Advisors first reported a position in Marsh in Q1 2019 and has held it in 14 quarters since.
  • Genesee Capital Advisors's Marsh position peaked at $1.83M in Q4 2019.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.