HighPoint Advisor Group’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,523
| Closed | -$1.95M | – | 893 |
|
|
2025
Q4 | $1.95M | Sell |
10,523
-136
| -1% | -$25.4K | 0.04% | 319 |
|
|
2025
Q3 | $2.15M | Buy |
10,659
+554
| +5% | +$114K | 0.1% | 153 |
|
|
2025
Q2 | $2.21M | Sell |
10,105
-334
| -3% | -$75.4K | 0.12% | 139 |
|
|
2025
Q1 | $2.32M | Sell |
10,439
-190
| -2% | -$43.1K | 0.13% | 126 |
|
|
2024
Q4 | $2.42M | Buy |
10,629
+150
| +1% | +$33.3K | 0.13% | 129 |
|
|
2024
Q3 | $2.3M | Sell |
10,479
-325
| -3% | -$72.1K | 0.13% | 126 |
|
|
2024
Q2 | $2.4M | Sell |
10,804
-320
| -3% | -$65.7K | 0.14% | 120 |
|
|
2024
Q1 | $2.29M | Sell |
11,124
-606
| -5% | -$121K | 0.16% | 110 |
|
|
2023
Q4 | $2.38M | Buy |
+11,730
| New | +$2.27M | 0.17% | 106 |
|
|
2022
Q2 | $2.17M | Buy |
+13,786
| New | +$2.21M | 0.24% | 82 |
|
|
2021
Q3 | $1.88M | Sell |
12,411
-265
| -2% | -$40.1K | 0.18% | 108 |
|
|
2021
Q2 | $1.78M | Buy |
12,676
+677
| +6% | +$90.8K | 0.18% | 108 |
|
|
2021
Q1 | $1.51M | Buy |
11,999
+118
| +1% | +$13.6K | 0.18% | 112 |
|
|
2020
Q4 | $1.35M | Buy |
11,881
+11
| +0.1% | +$1.25K | 0.16% | 118 |
|
|
2020
Q3 | $1.29M | Buy |
11,870
+94
| +0.8% | +$10.8K | 0.23% | 89 |
|
|
2020
Q2 | $1.27M | Buy |
11,776
+200
| +2% | +$20.2K | 0.27% | 77 |
|
|
2020
Q1 | $1.08M | Buy |
11,576
+348
| +3% | +$37.1K | 0.26% | 79 |
|
|
2019
Q4 | $1.28M | Buy |
11,228
+126
| +1% | +$13.2K | 0.26% | 76 |
|
|
2019
Q3 | $1.15M | Buy |
11,102
+416
| +4% | +$41.6K | 0.25% | 78 |
|
|
2019
Q2 | $1.08M | Buy |
10,686
+165
| +2% | +$15.8K | 0.25% | 81 |
|
|
2019
Q1 | $981K | Buy |
10,521
+281
| +3% | +$24.9K | 0.24% | 87 |
|
|
2018
Q4 | $937K | Sell |
10,240
-156
| -2% | -$13K | 0.25% | 96 |
|
|
2018
Q3 | $835K | Buy |
10,396
+164
| +2% | +$13.9K | 0.23% | 113 |
|
|
2018
Q2 | $856K | Buy |
10,232
+251
| +3% | +$20.5K | 0.23% | 116 |
|
|
2018
Q1 | $827K | Buy |
9,981
+372
| +4% | +$30.8K | 0.23% | 118 |
|
|
2017
Q4 | $788K | Sell |
9,609
-219
| -2% | -$18.2K | 0.23% | 116 |
|
|
2017
Q3 | $822K | Buy |
9,828
+62
| +0.6% | +$4.91K | 0.25% | 108 |
|
|
2017
Q2 | $764K | Hold |
9,766
| – | – | 0.25% | 101 |
|
|
2017
Q1 | $764K | Sell |
9,766
-265
| -3% | -$18.9K | 0.25% | 101 |
|
|
2016
Q4 | $749K | Buy |
10,031
+97
| +1% | +$6.5K | 0.24% | 108 |
|
|
2016
Q3 | $686K | Sell |
9,934
-7,489
| -43% | -$502K | 0.24% | 103 |
|
|
2016
Q2 | $1.17M | Buy |
17,423
+7,800
| +81% | +$501K | 0.41% | 65 |
|
|
2016
Q1 | $598K | Buy |
9,623
+486
| +5% | +$27.2K | 0.37% | 80 |
|
|
2015
Q4 | $477K | Buy |
9,137
+2,255
| +33% | +$124K | 0.31% | 99 |
|
|
2015
Q3 | $359K | Buy |
+6,882
| New | +$384K | 0.4% | 98 |
|
Other funds holding MRSH
VCM
VPM
HighPoint Advisor Group's MRSH Position: Q1 2026 in Review
HighPoint Advisor Group sold out of Marsh (MRSH) in Q1 2026, closing a stake of 10,523 shares — an estimated $1.95M sold.
HighPoint Advisor Group first reported a position in MRSH in Q3 2015 and held it in 35 quarters. The position peaked at $2.42M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- HighPoint Advisor Group reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 10,523 Marsh shares in Q1 2026, an estimated $1.95M.
- HighPoint Advisor Group first reported a position in Marsh in Q3 2015 and held it in 35 quarters.
- HighPoint Advisor Group's Marsh position peaked at $2.42M in Q4 2024.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.