Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2K Buy
+12
New +$2.01K ﹤0.01% 852
2025
Q2
Sell
-4
Closed -$976 893
2025
Q1
$976 Buy
+4
New +$908 ﹤0.01% 862

Other funds holding MRSH

N.E.W. Advisory Services's MRSH Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Marsh (MRSH) in Q2 2026: 12 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in MRSH as recently as Q1 2025.

N.E.W. Advisory Services first reported a position in MRSH in Q1 2025 and has held it in 2 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • N.E.W. Advisory Services held 12 shares of Marsh worth $2K as of Q2 2026.
  • Marsh was a new N.E.W. Advisory Services position in Q2 2026.
  • Marsh made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #852 holding.
  • N.E.W. Advisory Services first reported a position in Marsh in Q1 2025 and has held it in 2 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.