NewEdge Advisors’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.49M | Sell |
54,705
-9,794
| -15% | -$1.76M | 0.03% | 475 |
|
|
2025
Q4 | $12M | Buy |
64,499
+25,486
| +65% | +$4.76M | 0.04% | 384 |
|
|
2025
Q3 | $7.86M | Buy |
39,013
+7,316
| +23% | +$1.5M | 0.04% | 470 |
|
|
2025
Q2 | $6.93M | Sell |
31,697
-2,515
| -7% | -$568K | 0.04% | 462 |
|
|
2025
Q1 | $8.35M | Sell |
34,212
-824
| -2% | -$187K | 0.05% | 367 |
|
|
2024
Q4 | $7.44M | Buy |
35,036
+3,448
| +11% | +$765K | 0.04% | 384 |
|
|
2024
Q3 | $7.05M | Buy |
31,588
+96
| +0.3% | +$21.3K | 0.05% | 367 |
|
|
2024
Q2 | $6.64M | Buy |
31,492
+7,075
| +29% | +$1.45M | 0.05% | 359 |
|
|
2024
Q1 | $5.03M | Buy |
24,417
+2,019
| +9% | +$402K | 0.04% | 390 |
|
|
2023
Q4 | $4.37M | Buy |
22,398
+5,064
| +29% | +$979K | 0.04% | 396 |
|
|
2023
Q3 | $3.3M | Buy |
17,334
+3,801
| +28% | +$728K | 0.04% | 431 |
|
|
2023
Q2 | $2.55M | Sell |
13,533
-859
| -6% | -$152K | 0.03% | 513 |
|
|
2023
Q1 | $2.4M | Buy |
14,392
+861
| +6% | +$143K | 0.03% | 476 |
|
|
2022
Q4 | $1.51M | Buy |
13,531
+907
| +7% | +$148K | 0.04% | 393 |
|
|
2022
Q3 | $1.88M | Sell |
12,624
-5
| -0% | -$802 | 0.03% | 445 |
|
|
2022
Q2 | $1.96M | Buy |
12,629
+1,742
| +16% | +$279K | 0.03% | 444 |
|
|
2022
Q1 | $1.85M | Buy |
10,887
+3,987
| +58% | +$629K | 0.03% | 445 |
|
|
2021
Q4 | $1.2M | Buy |
6,900
+2,220
| +47% | +$369K | 0.02% | 640 |
|
|
2021
Q3 | $709K | Buy |
4,680
+397
| +9% | +$60K | 0.02% | 649 |
|
|
2021
Q2 | $603K | Sell |
4,283
-279
| -6% | -$37.4K | 0.02% | 685 |
|
|
2021
Q1 | $556K | Sell |
4,562
-489
| -10% | -$56.3K | 0.02% | 636 |
|
|
2020
Q4 | $590K | Buy |
+5,051
| New | +$574K | 0.02% | 573 |
|
|
2020
Q3 | – | Sell |
-5,757
| Closed | -$619K | – | 954 |
|
|
2020
Q2 | $619K | Buy |
5,757
+557
| +11% | +$56.4K | 0.02% | 482 |
|
|
2020
Q1 | $450K | Buy |
5,200
+301
| +6% | +$32.1K | 0.02% | 482 |
|
|
2019
Q4 | $545K | Buy |
4,899
+244
| +5% | +$25.5K | 0.02% | 498 |
|
|
2019
Q3 | $461K | Buy |
+4,655
| New | +$465K | 0.02% | 520 |
|
|
2018
Q4 | – | Sell |
-4,345
| Closed | -$359K | – | 681 |
|
|
2018
Q3 | $359K | Sell |
4,345
-106
| -2% | -$8.98K | 0.03% | 448 |
|
|
2018
Q2 | $366 | Buy |
4,451
+126
| +3% | +$10.3K | 0.03% | 370 |
|
|
2018
Q1 | $350K | Buy |
4,325
+142
| +3% | +$11.8K | 0.04% | 325 |
|
|
2017
Q4 | $343K | Buy |
4,183
+33
| +0.8% | +$2.74K | 0.05% | 290 |
|
|
2017
Q3 | $346K | Buy |
4,150
+62
| +2% | +$4.91K | 0.05% | 256 |
|
|
2017
Q2 | $319K | Buy |
+4,088
| New | +$309K | 0.05% | 250 |
|
Other funds holding MRSH
VCM
VPM
NewEdge Advisors's MRSH Position: Q1 2026 in Review
NewEdge Advisors reduced its Marsh (MRSH) stake by 15% in Q1 2026, selling an estimated $1.76M and leaving 54,705 shares worth $9.49M. The position accounts for 0.03% of the portfolio, ranked #475.
NewEdge Advisors first reported a position in MRSH in Q2 2017 and has held it in 32 quarters since. The position peaked at $12M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- NewEdge Advisors held 54,705 shares of Marsh worth $9.49M as of Q1 2026.
- NewEdge Advisors sold 9,794 Marsh shares in Q1 2026, an estimated $1.76M.
- Marsh made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #475 holding.
- NewEdge Advisors first reported a position in Marsh in Q2 2017 and has held it in 32 quarters since.
- NewEdge Advisors's Marsh position peaked at $12M in Q4 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.