HBK Sorce Advisory’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Sell |
9,673
-170
| -2% | -$28.4K | 0.04% | 169 |
|
|
2026
Q1 | $1.61M | Sell |
9,843
-1,484
| -13% | -$267K | 0.03% | 182 |
|
|
2025
Q4 | $2.1M | Sell |
11,327
-104
| -0.9% | -$19.4K | 0.05% | 152 |
|
|
2025
Q3 | $2.33M | Buy |
11,431
+375
| +3% | +$77.1K | 0.06% | 134 |
|
|
2025
Q2 | $2.42M | Sell |
11,056
-686
| -6% | -$155K | 0.07% | 123 |
|
|
2025
Q1 | $2.87M | Sell |
11,742
-357
| -3% | -$81K | 0.08% | 109 |
|
|
2024
Q4 | $2.57M | Sell |
12,099
-276
| -2% | -$61.2K | 0.08% | 119 |
|
|
2024
Q3 | $2.76M | Sell |
12,375
-297
| -2% | -$65.9K | 0.08% | 115 |
|
|
2024
Q2 | $2.67M | Sell |
12,672
-102
| -0.8% | -$21K | 0.09% | 107 |
|
|
2024
Q1 | $2.63M | Sell |
12,774
-92
| -0.7% | -$18.3K | 0.09% | 116 |
|
|
2023
Q4 | $2.44M | Sell |
12,866
-1,644
| -11% | -$318K | 0.09% | 123 |
|
|
2023
Q3 | $2.76M | Buy |
14,510
+306
| +2% | +$58.6K | 0.12% | 97 |
|
|
2023
Q2 | $2.67M | Sell |
14,204
-90
| -0.6% | -$16K | 0.11% | 107 |
|
|
2023
Q1 | $2.38M | Sell |
14,294
-14,400
| -50% | -$2.4M | 0.11% | 116 |
|
|
2022
Q4 | $4.75M | Buy |
28,694
+11,769
| +70% | +$1.92M | 0.13% | 111 |
|
|
2022
Q3 | $2.53M | Buy |
16,925
+2,567
| +18% | +$412K | 0.17% | 95 |
|
|
2022
Q2 | $2.23M | Sell |
14,358
-1,242
| -8% | -$199K | 0.16% | 96 |
|
|
2022
Q1 | $2.66M | Buy |
15,600
+16
| +0.1% | +$2.52K | 0.15% | 104 |
|
|
2021
Q4 | $2.71M | Buy |
15,584
+313
| +2% | +$52K | 0.14% | 110 |
|
|
2021
Q3 | $2.31M | Sell |
15,271
-66
| -0.4% | -$9.98K | 0.13% | 120 |
|
|
2021
Q2 | $2.16M | Sell |
15,337
-22
| -0.1% | -$2.95K | 0.12% | 127 |
|
|
2021
Q1 | $1.87M | Buy |
15,359
+686
| +5% | +$79K | 0.11% | 133 |
|
|
2020
Q4 | $1.72M | Buy |
14,673
+1,915
| +15% | +$218K | 0.11% | 129 |
|
|
2020
Q3 | $1.46M | Sell |
12,758
-867
| -6% | -$99.4K | 0.1% | 132 |
|
|
2020
Q2 | $1.46M | Sell |
13,625
-352
| -3% | -$35.6K | 0.11% | 126 |
|
|
2020
Q1 | $1.21M | Buy |
13,977
+276
| +2% | +$29.4K | 0.12% | 120 |
|
|
2019
Q4 | $1.53M | Buy |
13,701
+805
| +6% | +$84.1K | 0.13% | 124 |
|
|
2019
Q3 | $1.29M | Buy |
12,896
+428
| +3% | +$42.8K | 0.12% | 127 |
|
|
2019
Q2 | $1.24M | Sell |
12,468
-676
| -5% | -$64.7K | 0.12% | 130 |
|
|
2019
Q1 | $1.23M | Buy |
13,144
+1,964
| +18% | +$174K | 0.12% | 130 |
|
|
2018
Q4 | $892K | Buy |
11,180
+62
| +0.6% | +$5.17K | 0.1% | 153 |
|
|
2018
Q3 | $920K | Buy |
11,118
+179
| +2% | +$15.2K | 0.1% | 140 |
|
|
2018
Q2 | $897K | Buy |
10,939
+987
| +10% | +$80.6K | 0.1% | 142 |
|
|
2018
Q1 | $822K | Buy |
9,952
+507
| +5% | +$42K | 0.1% | 146 |
|
|
2017
Q4 | $769K | Buy |
+9,445
| New | +$785K | 0.09% | 164 |
|
Other funds holding MRSH
RG
NLI
HBK Sorce Advisory's MRSH Position: Q2 2026 in Review
HBK Sorce Advisory reduced its Marsh (MRSH) stake by 1.7% in Q2 2026, selling an estimated $28.4K and leaving 9,673 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #169.
HBK Sorce Advisory first reported a position in MRSH in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.75M in Q4 2022. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- HBK Sorce Advisory held 9,673 shares of Marsh worth $1.85M as of Q2 2026.
- HBK Sorce Advisory sold 170 Marsh shares in Q2 2026, an estimated $28.4K.
- Marsh made up 0.04% of HBK Sorce Advisory's portfolio in Q2 2026, its #169 holding.
- HBK Sorce Advisory first reported a position in Marsh in Q4 2017 and has held it in 35 quarters since.
- HBK Sorce Advisory's Marsh position peaked at $4.75M in Q4 2022.
- 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.