Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,754
Closed -$882K 80
2025
Q4
$882K Sell
4,754
-120
-2% -$22.4K 0.56% 42
2025
Q3
$982K Buy
4,874
+39
+0.8% +$8.02K 0.67% 39
2025
Q2
$1.06M Buy
+4,835
New +$1.09M 0.88% 36

Other funds holding MRSH

Parsonex Advisory Services's MRSH Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Marsh (MRSH) in Q1 2026, closing a stake of 4,754 shares — an estimated $882K sold.

Parsonex Advisory Services first reported a position in MRSH in Q2 2025 and held it in 3 quarters. The position peaked at $1.06M in Q2 2025. 1,544 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 4,754 Marsh shares in Q1 2026, an estimated $882K.
  • Parsonex Advisory Services first reported a position in Marsh in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's Marsh position peaked at $1.06M in Q2 2025.
  • 1,544 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.