Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$44.9K Sell
259
-25
-9% -$4.5K ﹤0.01% 329
2025
Q4
$52.7K Hold
284
﹤0.01% 321
2025
Q3
$57.2K Sell
284
-114
-29% -$23.4K 0.01% 324
2025
Q2
$79.3K Buy
398
+21
+6% +$4.74K 0.01% 274
2025
Q1
$92K Buy
377
+237
+169% +$53.8K 0.01% 243
2024
Q4
$29.7K Sell
140
-1,687
-92% -$374K ﹤0.01% 323
2024
Q3
$408K Buy
1,827
+71
+4% +$15.8K 0.04% 159
2024
Q2
$370K Buy
1,756
+120
+7% +$24.7K 0.02% 217
2024
Q1
$337K Buy
1,636
+1,632
+40,800% +$325K 0.02% 232
2023
Q4
$758 Sell
4
-368
-99% -$71.1K ﹤0.01% 658
2023
Q3
$70.8K Buy
372
+298
+403% +$57.1K ﹤0.01% 326
2023
Q2
$13.9K Buy
74
+6
+9% +$1.06K ﹤0.01% 478
2023
Q1
$11.3K Hold
68
﹤0.01% 459
2022
Q4
$11.3K Buy
+68
New +$11.1K ﹤0.01% 472
2022
Q3
Sell
-84
Closed -$13K 663
2022
Q2
$13K Hold
84
﹤0.01% 458
2022
Q1
$14K Buy
+84
New +$13.2K ﹤0.01% 460
2021
Q1
Sell
-68
Closed -$8K 720
2020
Q4
$8K Hold
68
﹤0.01% 550
2020
Q3
$8K Hold
68
﹤0.01% 476
2020
Q2
$7K Hold
68
﹤0.01% 453
2020
Q1
$6K Buy
+68
New +$7.25K ﹤0.01% 478
2019
Q4
Sell
-275
Closed -$28K 543
2019
Q3
$28K Sell
275
-1,701
-86% -$170K ﹤0.01% 355
2019
Q2
$197K Buy
1,976
+1,699
+613% +$163K 0.02% 229
2019
Q1
$26K Hold
277
﹤0.01% 373
2018
Q4
$22K Hold
277
﹤0.01% 380
2018
Q3
$23K Hold
277
﹤0.01% 399
2018
Q2
$23K Hold
277
﹤0.01% 380
2018
Q1
$23K Buy
+277
New +$22.9K ﹤0.01% 390
2017
Q2
Sell
-98
Closed -$7K 625
2017
Q1
$7K Buy
+98
New +$7K ﹤0.01% 519
2015
Q1
Sell
-1,800
Closed -$103K 596
2014
Q4
$103K Hold
1,800
0.01% 240
2014
Q3
$94K Hold
1,800
0.01% 249
2014
Q2
$93K Hold
1,800
0.01% 238
2014
Q1
$89K Hold
1,800
0.01% 239
2013
Q4
$87K Hold
1,800
0.01% 245
2013
Q3
$78K Hold
1,800
0.01% 257
2013
Q2
$72K Buy
+1,800
New +$70.4K 0.01% 269

Other funds holding MRSH

MOTCO's MRSH Position: Q1 2026 in Review

MOTCO reduced its Marsh (MRSH) stake by 8.8% in Q1 2026, selling an estimated $4.5K and leaving 259 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

MOTCO first reported a position in MRSH in Q2 2013 and has held it in 35 quarters since. The position peaked at $408K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • MOTCO held 259 shares of Marsh worth $44.9K as of Q1 2026.
  • MOTCO sold 25 Marsh shares in Q1 2026, an estimated $4.5K.
  • Marsh made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #329 holding.
  • MOTCO first reported a position in Marsh in Q2 2013 and has held it in 35 quarters since.
  • MOTCO's Marsh position peaked at $408K in Q3 2024.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.