Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,197
Closed -$208K 818
2026
Q1
$208K Buy
1,197
+50
+4% +$8.99K 0.01% 732
2025
Q4
$213K Buy
+1,147
New +$214K 0.01% 704
2025
Q3
Sell
-1,498
Closed -$328K 725
2025
Q2
$328K Buy
1,498
+18
+1% +$4.06K 0.02% 544
2025
Q1
$361K Sell
1,480
-1,009
-41% -$229K 0.03% 500
2024
Q4
$529K Buy
2,489
+137
+6% +$30.4K 0.04% 421
2024
Q3
$525K Buy
2,352
+585
+33% +$130K 0.04% 421
2024
Q2
$372K Buy
1,767
+234
+15% +$48.1K 0.03% 487
2024
Q1
$316K Sell
1,533
-16
-1% -$3.19K 0.03% 519
2023
Q4
$293K Buy
1,549
+346
+29% +$66.9K 0.03% 521
2023
Q3
$229K Sell
1,203
-139
-10% -$26.6K 0.02% 552
2023
Q2
$252K Buy
1,342
+102
+8% +$18.1K 0.02% 546
2023
Q1
$207K Buy
+1,240
New +$207K 0.02% 573

Other funds holding MRSH

Nations Financial Group's MRSH Position: Q2 2026 in Review

Nations Financial Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,197 shares — an estimated $208K sold.

Nations Financial Group first reported a position in MRSH in Q1 2023 and held it in 12 quarters. The position peaked at $529K in Q4 2024. 401 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Nations Financial Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Nations Financial Group sold 1,197 Marsh shares in Q2 2026, an estimated $208K.
  • Nations Financial Group first reported a position in Marsh in Q1 2023 and held it in 12 quarters.
  • Nations Financial Group's Marsh position peaked at $529K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.