Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$566K Buy
+3,395
New +$568K 0.05% 223
2024
Q2
Sell
-1,959
Closed -$404K 597
2024
Q1
$404K Buy
+1,959
New +$390K 0.03% 332
2023
Q4
Sell
-3,779
Closed -$719K 533
2023
Q3
$719K Buy
3,779
+199
+6% +$38.1K 0.1% 188
2023
Q2
$673K Buy
+3,580
New +$635K 0.07% 263
2020
Q4
Sell
-8,798
Closed -$1.01M 417
2020
Q3
$1.01M Buy
8,798
+1,927
+28% +$221K 0.14% 86
2020
Q2
$738K Buy
+6,871
New +$696K 0.18% 74

Other funds holding MRSH

Mirabella Financial Services's MRSH Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Marsh (MRSH) in Q2 2026: 3,395 shares worth $566K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in MRSH as recently as Q1 2024.

Mirabella Financial Services first reported a position in MRSH in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2020. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Mirabella Financial Services held 3,395 shares of Marsh worth $566K as of Q2 2026.
  • Marsh was a new Mirabella Financial Services position in Q2 2026.
  • Marsh made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #223 holding.
  • Mirabella Financial Services first reported a position in Marsh in Q2 2020 and has held it in 6 quarters since.
  • Mirabella Financial Services's Marsh position peaked at $1.01M in Q3 2020.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.