Joel Isaacson & Co’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 | $361K | Buy |
2,163
+69
| +3% | +$11.5K | 0.01% | 353 |
|
|
2026
Q1 | $363K | Buy |
2,094
+7
| +0.3% | +$1.26K | 0.01% | 333 |
|
|
2025
Q4 | $387K | Buy |
2,087
+185
| +10% | +$34.6K | 0.01% | 319 |
|
|
2025
Q3 | $383K | Hold |
1,902
| – | – | 0.01% | 309 |
|
|
2025
Q2 | $416K | Buy |
1,902
+478
| +34% | +$108K | 0.02% | 280 |
|
|
2025
Q1 | $347K | Hold |
1,424
| – | – | 0.02% | 291 |
|
|
2024
Q4 | $302K | Sell |
1,424
-35
| -2% | -$7.76K | 0.01% | 300 |
|
|
2024
Q3 | $325K | Sell |
1,459
-130
| -8% | -$28.9K | 0.02% | 280 |
|
|
2024
Q2 | $335K | Buy |
1,589
+125
| +9% | +$25.7K | 0.02% | 260 |
|
|
2024
Q1 | $302K | Buy |
1,464
+130
| +10% | +$25.9K | 0.02% | 275 |
|
|
2023
Q4 | $253K | Sell |
1,334
-27
| -2% | -$5.22K | 0.02% | 271 |
|
|
2023
Q3 | $259K | Sell |
1,361
-9
| -0.7% | -$1.73K | 0.02% | 265 |
|
|
2023
Q2 | $258K | Hold |
1,370
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $228K | Sell |
1,370
-43
| -3% | -$7.16K | 0.02% | 290 |
|
|
2022
Q4 | $234K | Hold |
1,413
| – | – | 0.02% | 283 |
|
|
2022
Q3 | $211K | Sell |
1,413
-14
| -1% | -$2.25K | 0.02% | 277 |
|
|
2022
Q2 | $222K | Buy |
1,427
+26
| +2% | +$4.17K | 0.02% | 271 |
|
|
2022
Q1 | $239K | Hold |
1,401
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $244K | Hold |
1,401
| – | – | 0.02% | 281 |
|
|
2021
Q3 | $212K | Buy |
+1,401
| New | +$212K | 0.02% | 289 |
|
|
2017
Q1 | – | Sell |
-1,571
| Closed | -$106K | – | 388 |
|
|
2016
Q4 | $106K | Hold |
1,571
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $106K | Hold |
1,571
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $108K | Sell |
1,571
-520
| -25% | -$33.4K | 0.02% | 228 |
|
|
2016
Q1 | $127K | Hold |
2,091
| – | – | 0.03% | 218 |
|
|
2015
Q4 | $116K | Buy |
2,091
+1,121
| +116% | +$61.8K | 0.03% | 208 |
|
|
2015
Q3 | $51K | Hold |
970
| – | – | 0.01% | 332 |
|
|
2015
Q2 | $55K | Hold |
970
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $54K | Sell |
970
-425
| -30% | -$24K | 0.01% | 345 |
|
|
2014
Q4 | $80K | Buy |
1,395
+775
| +125% | +$42.5K | 0.02% | 258 |
|
|
2014
Q3 | $32K | Hold |
620
| – | – | 0.01% | 360 |
|
|
2014
Q2 | $32K | Hold |
620
| – | – | 0.01% | 355 |
|
|
2014
Q1 | $31K | Hold |
620
| – | – | 0.01% | 355 |
|
|
2013
Q4 | $30K | Hold |
620
| – | – | 0.01% | 333 |
|
|
2013
Q3 | $27K | Hold |
620
| – | – | 0.01% | 327 |
|
|
2013
Q2 | $25K | Buy |
+620
| New | +$24.3K | 0.01% | 299 |
|
Other funds holding MRSH
RG
NLI
Joel Isaacson & Co's MRSH Position: Q2 2026 in Review
Joel Isaacson & Co increased its Marsh (MRSH) stake by 3.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,163 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #353.
Joel Isaacson & Co first reported a position in MRSH in Q2 2013 and has held it in 35 quarters since. The position peaked at $416K in Q2 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Joel Isaacson & Co held 2,163 shares of Marsh worth $361K as of Q2 2026.
- Joel Isaacson & Co bought 69 Marsh shares in Q2 2026, an estimated $11.5K.
- Marsh made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #353 holding.
- Joel Isaacson & Co first reported a position in Marsh in Q2 2013 and has held it in 35 quarters since.
- Joel Isaacson & Co's Marsh position peaked at $416K in Q2 2025.
- 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.