Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$804K Buy
4,821
+398
+9% +$66.5K 0.02% 490
2026
Q1
$767K Buy
4,423
+353
+9% +$63.5K 0.03% 478
2025
Q4
$755K Buy
4,070
+287
+8% +$53.6K 0.02% 468
2025
Q3
$762K Buy
3,783
+301
+9% +$61.9K 0.03% 459
2025
Q2
$761K Sell
3,482
-17
-0.5% -$3.84K 0.03% 438
2025
Q1
$854K Buy
3,499
+2
+0.1% +$454 0.04% 388
2024
Q4
$743K Buy
3,497
+109
+3% +$24.2K 0.03% 417
2024
Q3
$739K Sell
3,388
-19
-0.6% -$4.22K 0.03% 424
2024
Q2
$718K Buy
3,407
+472
+16% +$97K 0.03% 410
2024
Q1
$556K Hold
2,935
0.03% 443
2023
Q4
$556K Sell
2,935
-139
-5% -$26.9K 0.03% 439
2023
Q3
$585K Buy
3,074
+38
+1% +$7.28K 0.04% 402
2023
Q2
$571K Sell
3,036
-139
-4% -$24.7K 0.03% 431
2023
Q1
$529K Buy
+3,175
New +$529K 0.03% 411

Other funds holding MRSH

Level Four Advisory Services's MRSH Position: Q2 2026 in Review

Level Four Advisory Services increased its Marsh (MRSH) stake by 9% in Q2 2026, buying an estimated $66.5K and bringing the position to 4,821 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #490.

Level Four Advisory Services first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $854K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Level Four Advisory Services held 4,821 shares of Marsh worth $804K as of Q2 2026.
  • Level Four Advisory Services bought 398 Marsh shares in Q2 2026, an estimated $66.5K.
  • Marsh made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #490 holding.
  • Level Four Advisory Services first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • Level Four Advisory Services's Marsh position peaked at $854K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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