Krilogy Financial’s Marsh MRSH Stock Holding History

Krilogy Financial’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$664K	Sell	3,986 -3,107	-44%	-$519K	0.02%	535
2026 Q1	$1.29M	Buy	7,093 +4,688	+195%	+$843K	0.04%	295
2025 Q4	$442K	Buy	+2,405	New	+$450K	0.02%	603
2018 Q4	–	Sell	-94	Closed	-$8K	–	467
2018 Q3	$8K	Buy	+94	New	+$7.96K	﹤0.01%	562
2017 Q4	–	Sell	-225	Closed	-$19K	–	814
2017 Q3	$19K	Sell	225 -14	-6%	-$1.11K	﹤0.01%	483
2017 Q2	$19K	Hold	239	–	–	0.01%	447
2017 Q1	$16K	Hold	239	–	–	0.01%	449
2016 Q4	$16K	Sell	239 -81	-25%	-$5.43K	0.01%	449
2016 Q3	$22K	Hold	320	–	–	0.01%	428
2016 Q2	$22K	Hold	320	–	–	0.01%	427
2016 Q1	$19K	Buy	+320	New	+$17.9K	0.01%	398

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Krilogy Financial's MRSH Position: Q2 2026 in Review

Krilogy Financial reduced its Marsh (MRSH) stake by 44% in Q2 2026, selling an estimated $519K and leaving 3,986 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #535.

Krilogy Financial first reported a position in MRSH in Q1 2016 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Krilogy Financial held 3,986 shares of Marsh worth $664K as of Q2 2026.
Krilogy Financial sold 3,107 Marsh shares in Q2 2026, an estimated $519K.
Marsh made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #535 holding.
Krilogy Financial first reported a position in Marsh in Q1 2016 and has held it in 11 quarters since.
Krilogy Financial's Marsh position peaked at $1.29M in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.