Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Sell
1,474
-28
-2% -$4.68K 0.14% 63
2026
Q1
$261K Sell
1,502
-22
-1% -$3.96K 0.17% 56
2025
Q4
$283K Buy
+1,524
New +$285K 0.18% 55

Other funds holding MRSH

J.E. Simmons & Co's MRSH Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Marsh (MRSH) stake by 1.9% in Q2 2026, selling an estimated $4.68K and leaving 1,474 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #63.

J.E. Simmons & Co first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • J.E. Simmons & Co held 1,474 shares of Marsh worth $246K as of Q2 2026.
  • J.E. Simmons & Co sold 28 Marsh shares in Q2 2026, an estimated $4.68K.
  • Marsh made up 0.14% of J.E. Simmons & Co's portfolio in Q2 2026, its #63 holding.
  • J.E. Simmons & Co first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's Marsh position peaked at $283K in Q4 2025.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.