Montag & Associates’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $446K | Buy |
2,677
+202
| +8% | +$33.8K | 0.02% | 330 |
|
|
2026
Q1 | $429K | Hold |
2,475
| – | – | 0.02% | 326 |
|
|
2025
Q4 | $459K | Hold |
2,475
| – | – | 0.02% | 307 |
|
|
2025
Q3 | $499K | Hold |
2,475
| – | – | 0.02% | 307 |
|
|
2025
Q2 | $541K | Hold |
2,475
| – | – | 0.03% | 298 |
|
|
2025
Q1 | $604K | Sell |
2,475
-325
| -12% | -$73.7K | 0.03% | 293 |
|
|
2024
Q4 | $595K | Hold |
2,800
| – | – | 0.03% | 305 |
|
|
2024
Q3 | $625K | Hold |
2,800
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $590K | Hold |
2,800
| – | – | 0.03% | 291 |
|
|
2024
Q1 | $577K | Hold |
2,800
| – | – | 0.03% | 304 |
|
|
2023
Q4 | $531K | Sell |
2,800
-127
| -4% | -$24.5K | 0.03% | 294 |
|
|
2023
Q3 | $557K | Hold |
2,927
| – | – | 0.04% | 277 |
|
|
2023
Q2 | $551K | Hold |
2,927
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $487K | Hold |
2,927
| – | – | 0.03% | 282 |
|
|
2022
Q4 | $484K | Sell |
2,927
-75
| -2% | -$12.3K | 0.03% | 268 |
|
|
2022
Q3 | $448K | Sell |
3,002
-134
| -4% | -$21.5K | 0.03% | 270 |
|
|
2022
Q2 | $487K | Hold |
3,136
| – | – | 0.03% | 267 |
|
|
2022
Q1 | $534K | Hold |
3,136
| – | – | 0.03% | 284 |
|
|
2021
Q4 | $545K | Buy |
3,136
+784
| +33% | +$130K | 0.03% | 289 |
|
|
2021
Q3 | $356K | Buy |
2,352
+150
| +7% | +$22.7K | 0.02% | 322 |
|
|
2021
Q2 | $310K | Hold |
2,202
| – | – | 0.02% | 339 |
|
|
2021
Q1 | $268K | Hold |
2,202
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $258K | Hold |
2,202
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $253K | Hold |
2,202
| – | – | 0.02% | 275 |
|
|
2020
Q2 | $236K | Buy |
+2,202
| New | +$223K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-2,202
| Closed | -$245K | – | 296 |
|
|
2019
Q4 | $245K | Hold |
2,202
| – | – | 0.02% | 278 |
|
|
2019
Q3 | $220K | Sell |
2,202
-27
| -1% | -$2.7K | 0.02% | 282 |
|
|
2019
Q2 | $222K | Buy |
2,229
+27
| +1% | +$2.58K | 0.02% | 288 |
|
|
2019
Q1 | $207K | Buy |
+2,202
| New | +$195K | 0.02% | 294 |
|
|
2017
Q1 | – | Sell |
-5,260
| Closed | -$356K | – | 243 |
|
|
2016
Q4 | $356K | Buy |
5,260
+16
| +0.3% | +$1.07K | 0.04% | 200 |
|
|
2016
Q3 | $353K | Buy |
+5,244
| New | +$351K | 0.04% | 198 |
|
Other funds holding MRSH
Montag & Associates's MRSH Position: Q2 2026 in Review
Montag & Associates increased its Marsh (MRSH) stake by 8.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,677 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #330.
Montag & Associates first reported a position in MRSH in Q3 2016 and has held it in 31 quarters since. The position peaked at $625K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Montag & Associates held 2,677 shares of Marsh worth $446K as of Q2 2026.
- Montag & Associates bought 202 Marsh shares in Q2 2026, an estimated $33.8K.
- Marsh made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #330 holding.
- Montag & Associates first reported a position in Marsh in Q3 2016 and has held it in 31 quarters since.
- Montag & Associates's Marsh position peaked at $625K in Q3 2024.
- 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.