Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$77.5K Buy
+447
New +$80.4K 0.02% 339
2024
Q2
Sell
-13,049
Closed -$64K 335
2024
Q1
$64K Buy
+13,049
New +$2.6M ﹤0.01% 527

Other funds holding MRSH

Global Assets Advisory's MRSH Position: Q1 2026 in Review

Global Assets Advisory opened a new position in Marsh (MRSH) in Q1 2026: 447 shares worth $77.5K. The stake represents 0.02% of the portfolio and ranks #339 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in MRSH as recently as Q1 2024.

Global Assets Advisory first reported a position in MRSH in Q1 2024 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Global Assets Advisory held 447 shares of Marsh worth $77.5K as of Q1 2026.
  • Marsh was a new Global Assets Advisory position in Q1 2026.
  • Marsh made up 0.02% of Global Assets Advisory's portfolio in Q1 2026, its #339 holding.
  • Global Assets Advisory first reported a position in Marsh in Q1 2024 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Global Assets Advisory's 13F filing for Q1 2026, filed 1 May 2026.