Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$600K Hold
3,600
0.29% 64
2026
Q1
$624K Buy
+3,600
New +$647K 0.34% 65

Other funds holding MRSH

Loudon Investment Management's MRSH Position: Q2 2026 in Review

Loudon Investment Management held its Marsh (MRSH) position steady in Q2 2026 at 3,600 shares worth $600K. The position accounts for 0.29% of the portfolio, ranked #64.

Loudon Investment Management first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $624K in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Loudon Investment Management held 3,600 shares of Marsh worth $600K as of Q2 2026.
  • Loudon Investment Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.29% of Loudon Investment Management's portfolio in Q2 2026, its #64 holding.
  • Loudon Investment Management first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • Loudon Investment Management's Marsh position peaked at $624K in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.