Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$849K Buy
4,895
+9
+0.2% +$1.62K 0.11% 99
2025
Q4
$906K Buy
4,886
+3,040
+165% +$568K 0.11% 93
2025
Q3
$372K Hold
1,846
0.05% 166
2025
Q2
$404K Hold
1,846
0.05% 161
2025
Q1
$450K Hold
1,846
0.07% 144
2024
Q4
$392K Hold
1,846
0.06% 155
2024
Q3
$412K Hold
1,846
0.06% 152
2024
Q2
$389K Hold
1,846
0.06% 156
2024
Q1
$380K Sell
1,846
-8
-0.4% -$1.59K 0.05% 166
2023
Q4
$351K Sell
1,854
-264
-12% -$51K 0.05% 179
2023
Q3
$403K Sell
2,118
-1,099
-34% -$211K 0.06% 148
2023
Q2
$605K Buy
3,217
+1,149
+56% +$204K 0.1% 93
2023
Q1
$344K Sell
2,068
-112
-5% -$18.7K 0.06% 151
2022
Q4
$361K Hold
2,180
0.07% 147
2022
Q3
$347K Hold
2,180
0.08% 141
2022
Q2
$338K Hold
2,180
0.06% 144
2022
Q1
$372K Buy
2,180
+38
+2% +$5.99K 0.06% 150
2021
Q4
$372K Sell
2,142
-80
-4% -$13.3K 0.06% 152
2021
Q3
$336K Hold
2,222
0.06% 149
2021
Q2
$313K Hold
2,222
0.06% 153
2021
Q1
$271K Sell
2,222
-159
-7% -$18.3K 0.05% 168
2020
Q4
$279K Hold
2,381
0.06% 141
2020
Q3
$273K Hold
2,381
0.06% 121
2020
Q2
$256K Hold
2,381
0.06% 117
2020
Q1
$206K Hold
2,381
0.06% 114
2019
Q4
$265K Sell
2,381
-180
-7% -$18.8K 0.06% 115
2019
Q3
$256K Hold
2,561
0.07% 99
2019
Q2
$255K Hold
2,561
0.07% 89
2019
Q1
$240K Sell
2,561
-225
-8% -$19.9K 0.07% 93
2018
Q4
$222K Buy
+2,786
New +$232K 0.08% 87
2017
Q3
Sell
-4,295
Closed -$335K 125
2017
Q2
$335K Buy
+4,295
New +$324K 0.12% 85

Other funds holding MRSH

Gilbert & Cook's MRSH Position: Q1 2026 in Review

Gilbert & Cook increased its Marsh (MRSH) stake by 0.18% in Q1 2026, buying an estimated $1.62K and bringing the position to 4,895 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #99.

Gilbert & Cook first reported a position in MRSH in Q2 2017 and has held it in 31 quarters since. The position peaked at $906K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Gilbert & Cook held 4,895 shares of Marsh worth $849K as of Q1 2026.
  • Gilbert & Cook bought 9 Marsh shares in Q1 2026, an estimated $1.62K.
  • Marsh made up 0.11% of Gilbert & Cook's portfolio in Q1 2026, its #99 holding.
  • Gilbert & Cook first reported a position in Marsh in Q2 2017 and has held it in 31 quarters since.
  • Gilbert & Cook's Marsh position peaked at $906K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.