Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$209K Buy
1,255
+3
+0.2% +$501 0.11% 135
2026
Q1
$217K Hold
1,252
0.13% 135
2025
Q4
$232K Sell
1,252
-73
-6% -$13.6K 0.14% 122
2025
Q3
$267K Hold
1,325
0.17% 98
2025
Q2
$290K Hold
1,325
0.2% 95
2025
Q1
$323K Hold
1,325
0.22% 82
2024
Q4
$281K Buy
+1,325
New +$294K 0.19% 92

Other funds holding MRSH

Millstone Evans Group's MRSH Position: Q2 2026 in Review

Millstone Evans Group increased its Marsh (MRSH) stake by 0.24% in Q2 2026, buying an estimated $501 and bringing the position to 1,255 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #135.

Millstone Evans Group first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q1 2025. 1,224 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Millstone Evans Group held 1,255 shares of Marsh worth $209K as of Q2 2026.
  • Millstone Evans Group bought 3 Marsh shares in Q2 2026, an estimated $501.
  • Marsh made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #135 holding.
  • Millstone Evans Group first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Marsh position peaked at $323K in Q1 2025.
  • 1,224 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.