Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-447
Closed -$77.5K 479
2026
Q1
$77.5K Buy
+447
New +$80.4K 0.02% 339
2024
Q2
Sell
-64
Closed -$13K 335
2024
Q1
$13K Buy
+64
New +$12.8K 0.01% 512

Other funds holding MRSH

Global Assets Advisory's MRSH Position: Q2 2026 in Review

Global Assets Advisory sold out of Marsh (MRSH) in Q2 2026, closing a stake of 447 shares — an estimated $77.5K sold.

Global Assets Advisory first reported a position in MRSH in Q1 2024 and held it in 2 quarters. The position peaked at $77.5K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Global Assets Advisory reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 447 Marsh shares in Q2 2026, an estimated $77.5K.
  • Global Assets Advisory first reported a position in Marsh in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's Marsh position peaked at $77.5K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.