Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.56K Hold
9
﹤0.01% 512
2025
Q4
$1.67K Hold
9
﹤0.01% 477
2025
Q3
$1.81K Hold
9
﹤0.01% 442
2025
Q2
$1.97K Hold
9
﹤0.01% 443
2025
Q1
$2.2K Hold
9
﹤0.01% 448
2024
Q4
$1.91K Buy
+9
New +$2K ﹤0.01% 470

Other funds holding MRSH

MPWM Advisory Solutions's MRSH Position: Q1 2026 in Review

MPWM Advisory Solutions held its Marsh (MRSH) position steady in Q1 2026 at 9 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

MPWM Advisory Solutions first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • MPWM Advisory Solutions held 9 shares of Marsh worth $1.56K as of Q1 2026.
  • MPWM Advisory Solutions left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #512 holding.
  • MPWM Advisory Solutions first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Marsh position peaked at $2.2K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.