Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$77.7K Hold
448
﹤0.01% 128
2025
Q4
$83.2K Buy
+448
New +$83.7K ﹤0.01% 134
2025
Q3
Sell
-485
Closed -$106K 416
2025
Q2
$106K Buy
+485
New +$109K ﹤0.01% 123

Other funds holding MRSH

MASECO Private Wealth's MRSH Position: Q1 2026 in Review

MASECO Private Wealth held its Marsh (MRSH) position steady in Q1 2026 at 448 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

MASECO Private Wealth first reported a position in MRSH in Q2 2025 and has held it in 3 quarters since. The position peaked at $106K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • MASECO Private Wealth held 448 shares of Marsh worth $77.7K as of Q1 2026.
  • MASECO Private Wealth left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #128 holding.
  • MASECO Private Wealth first reported a position in Marsh in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Marsh position peaked at $106K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.