IFP Advisors’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 | $1.31M | Buy |
7,848
+323
| +4% | +$54K | 0.02% | 624 |
|
|
2026
Q1 | $1.31M | Sell |
7,525
-1,538
| -17% | -$277K | 0.03% | 586 |
|
|
2025
Q4 | $1.68M | Buy |
9,063
+1,731
| +24% | +$324K | 0.04% | 470 |
|
|
2025
Q3 | $1.48M | Buy |
7,332
+429
| +6% | +$88.2K | 0.04% | 467 |
|
|
2025
Q2 | $1.67M | Sell |
6,903
-576
| -8% | -$130K | 0.05% | 400 |
|
|
2025
Q1 | $1.83M | Buy |
7,479
+47
| +0.6% | +$10.7K | 0.06% | 373 |
|
|
2024
Q4 | $1.58M | Buy |
7,432
+4,468
| +151% | +$991K | 0.05% | 400 |
|
|
2024
Q3 | $661K | Sell |
2,964
-136
| -4% | -$30.2K | 0.02% | 591 |
|
|
2024
Q2 | $653K | Buy |
3,100
+840
| +37% | +$173K | 0.03% | 569 |
|
|
2024
Q1 | $466K | Hold |
2,260
| – | – | 0.02% | 636 |
|
|
2023
Q4 | $428K | Buy |
2,260
+144
| +7% | +$27.8K | 0.02% | 633 |
|
|
2023
Q3 | $403K | Buy |
2,116
+262
| +14% | +$50.2K | 0.02% | 673 |
|
|
2023
Q2 | $349K | Sell |
1,854
-4,142
| -69% | -$735K | 0.01% | 786 |
|
|
2023
Q1 | $482K | Buy |
5,996
+792
| +15% | +$132K | 0.02% | 618 |
|
|
2022
Q4 | $425K | Buy |
5,204
+296
| +6% | +$48.4K | 0.01% | 961 |
|
|
2022
Q3 | $404K | Buy |
4,908
+592
| +14% | +$95K | 0.01% | 1026 |
|
|
2022
Q2 | $357K | Hold |
4,316
| – | – | 0.01% | 990 |
|
|
2022
Q1 | $357K | Buy |
4,316
+3,322
| +334% | +$524K | 0.01% | 990 |
|
|
2021
Q4 | $175K | Sell |
994
-76
| -7% | -$12.6K | ﹤0.01% | 1016 |
|
|
2021
Q3 | $162K | Buy |
1,070
+17
| +2% | +$2.57K | ﹤0.01% | 1067 |
|
|
2021
Q2 | $150K | Sell |
1,053
-944
| -47% | -$127K | ﹤0.01% | 1046 |
|
|
2021
Q1 | $242K | Sell |
1,997
-29
| -1% | -$3.34K | ﹤0.01% | 755 |
|
|
2020
Q4 | $237K | Sell |
2,026
-43
| -2% | -$4.89K | 0.01% | 736 |
|
|
2020
Q3 | $239K | Sell |
2,069
-256
| -11% | -$29.3K | 0.01% | 642 |
|
|
2020
Q2 | $247K | Buy |
2,325
+585
| +34% | +$59.2K | 0.02% | 589 |
|
|
2020
Q1 | $149K | Buy |
1,740
+133
| +8% | +$14.2K | 0.02% | 678 |
|
|
2019
Q4 | $178K | Sell |
1,607
-812
| -34% | -$84.8K | 0.01% | 707 |
|
|
2019
Q3 | $236K | Buy |
+2,419
| New | +$242K | 0.02% | 715 |
|
|
2019
Q1 | $15K | Sell |
164
-2,170
| -93% | -$192K | ﹤0.01% | 1448 |
|
|
2018
Q4 | $184K | Sell |
2,334
-505
| -18% | -$42.1K | 0.01% | 900 |
|
|
2018
Q3 | $235K | Sell |
2,839
-2,276
| -44% | -$193K | 0.01% | 989 |
|
|
2018
Q2 | $419K | Buy |
5,115
+2,901
| +131% | +$237K | 0.02% | 741 |
|
|
2018
Q1 | $180K | Hold |
2,214
| – | – | 0.01% | 1038 |
|
|
2017
Q4 | $180K | Sell |
2,214
-1,137
| -34% | -$94.5K | 0.01% | 1044 |
|
|
2017
Q3 | $281K | Sell |
3,351
-2,227
| -40% | -$177K | 0.01% | 951 |
|
|
2017
Q2 | $435K | Buy |
5,578
+18
| +0.3% | +$1.36K | 0.02% | 735 |
|
|
2017
Q1 | $411K | Buy |
5,560
+720
| +15% | +$51.5K | 0.02% | 766 |
|
|
2016
Q4 | $327K | Buy |
4,840
+126
| +3% | +$8.45K | 0.02% | 814 |
|
|
2016
Q3 | $317K | Buy |
4,714
+257
| +6% | +$17.2K | 0.02% | 788 |
|
|
2016
Q2 | $305K | Buy |
4,457
+4,293
| +2,618% | +$276K | 0.02% | 778 |
|
|
2016
Q1 | $15K | Sell |
164
-3,810
| -96% | -$213K | ﹤0.01% | 1447 |
|
|
2015
Q4 | $220K | Buy |
+3,974
| New | +$219K | 0.01% | 792 |
|
Other funds holding MRSH
IFP Advisors's MRSH Position: Q2 2026 in Review
IFP Advisors increased its Marsh (MRSH) stake by 4.3% in Q2 2026, buying an estimated $54K and bringing the position to 7,848 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #624.
IFP Advisors first reported a position in MRSH in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.83M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- IFP Advisors held 7,848 shares of Marsh worth $1.31M as of Q2 2026.
- IFP Advisors bought 323 Marsh shares in Q2 2026, an estimated $54K.
- Marsh made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #624 holding.
- IFP Advisors first reported a position in Marsh in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Marsh position peaked at $1.83M in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.