Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,672
Closed -$290K 103
2026
Q1
$290K Buy
1,672
+53
+3% +$9.53K 0.09% 89
2025
Q4
$300K Buy
+1,619
New +$303K 0.09% 81
2025
Q3
Sell
-1,238
Closed -$270K 80
2025
Q2
$270K Buy
+1,238
New +$279K 0.09% 82
2024
Q4
Sell
-977
Closed -$218K 94
2024
Q3
$218K Sell
977
-30
-3% -$6.66K 0.07% 115
2024
Q2
$212K Buy
+1,007
New +$207K 0.07% 82
2023
Q4
Sell
-13
Closed -$2.47K 232
2023
Q3
$2.47K Buy
+13
New +$2.49K ﹤0.01% 242

Other funds holding MRSH

Hibernia Wealth Partners's MRSH Position: Q2 2026 in Review

Hibernia Wealth Partners sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,672 shares — an estimated $290K sold.

Hibernia Wealth Partners first reported a position in MRSH in Q3 2023 and held it in 6 quarters. The position peaked at $300K in Q4 2025. 447 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Hibernia Wealth Partners reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Hibernia Wealth Partners sold 1,672 Marsh shares in Q2 2026, an estimated $290K.
  • Hibernia Wealth Partners first reported a position in Marsh in Q3 2023 and held it in 6 quarters.
  • Hibernia Wealth Partners's Marsh position peaked at $300K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.