Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$500 Buy
+3
New +$501 ﹤0.01% 1267
2025
Q3
Sell
-7
Closed -$1.53K 567
2025
Q2
$1.53K Buy
+7
New +$1.58K ﹤0.01% 346
2022
Q4
Sell
-2
Closed 402
2022
Q3
$0 Buy
+2
New +$321 ﹤0.01% 389

Other funds holding MRSH

IMA Advisory Services's MRSH Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Marsh (MRSH) in Q2 2026: 3 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in MRSH as recently as Q2 2025.

IMA Advisory Services first reported a position in MRSH in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.53K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • IMA Advisory Services held 3 shares of Marsh worth $500 as of Q2 2026.
  • Marsh was a new IMA Advisory Services position in Q2 2026.
  • Marsh made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1267 holding.
  • IMA Advisory Services first reported a position in Marsh in Q3 2022 and has held it in 3 quarters since.
  • IMA Advisory Services's Marsh position peaked at $1.53K in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.