Pinnacle Associates’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 | $2.4M | Buy |
13,839
+2,906
| +27% | +$522K | 0.03% | 370 |
|
|
2025
Q4 | $2.03M | Buy |
10,933
+734
| +7% | +$137K | 0.03% | 397 |
|
|
2025
Q3 | $2.06M | Buy |
10,199
+307
| +3% | +$63.1K | 0.03% | 387 |
|
|
2025
Q2 | $2.16M | Buy |
9,892
+130
| +1% | +$29.3K | 0.03% | 369 |
|
|
2025
Q1 | $2.38M | Sell |
9,762
-198
| -2% | -$44.9K | 0.03% | 347 |
|
|
2024
Q4 | $2.12M | Buy |
9,960
+3,262
| +49% | +$724K | 0.03% | 363 |
|
|
2024
Q3 | $1.27M | Buy |
6,698
+266
| +4% | +$59K | 0.02% | 426 |
|
|
2024
Q2 | $1.36M | Sell |
6,432
-225
| -3% | -$46.2K | 0.02% | 417 |
|
|
2024
Q1 | $1.37M | Sell |
6,657
-41
| -0.6% | -$8.17K | 0.02% | 428 |
|
|
2023
Q4 | $1.27M | Buy |
6,698
+161
| +2% | +$31.1K | 0.02% | 433 |
|
|
2023
Q3 | $1.24M | Sell |
6,537
-68
| -1% | -$13K | 0.02% | 423 |
|
|
2023
Q2 | $1.24M | Buy |
6,605
+49
| +0.7% | +$8.7K | 0.02% | 436 |
|
|
2023
Q1 | $1.09M | Buy |
6,556
+65
| +1% | +$10.8K | 0.02% | 395 |
|
|
2022
Q4 | $1.07M | Sell |
6,491
-101
| -2% | -$16.5K | 0.02% | 391 |
|
|
2022
Q3 | $984K | Buy |
6,592
+869
| +15% | +$139K | 0.02% | 398 |
|
|
2022
Q2 | $889K | Buy |
5,723
+349
| +6% | +$55.9K | 0.02% | 427 |
|
|
2022
Q1 | $916K | Hold |
5,374
| – | – | 0.02% | 459 |
|
|
2021
Q4 | $934K | Buy |
5,374
+3,057
| +132% | +$508K | 0.02% | 466 |
|
|
2021
Q3 | $351K | Hold |
2,317
| – | – | 0.01% | 608 |
|
|
2021
Q2 | $326K | Sell |
2,317
-37
| -2% | -$4.96K | 0.01% | 629 |
|
|
2021
Q1 | $287K | Hold |
2,354
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $275K | Buy |
2,354
+15
| +0.6% | +$1.7K | 0.01% | 609 |
|
|
2020
Q3 | $268K | Buy |
2,339
+15
| +0.6% | +$1.72K | 0.01% | 584 |
|
|
2020
Q2 | $250K | Sell |
2,324
-1,350
| -37% | -$137K | 0.01% | 592 |
|
|
2020
Q1 | $318K | Buy |
+3,674
| New | +$392K | 0.01% | 542 |
|
|
2016
Q1 | – | Sell |
-6,311
| Closed | -$350K | – | 639 |
|
|
2015
Q4 | $350K | Buy |
6,311
+131
| +2% | +$7.22K | 0.01% | 511 |
|
|
2015
Q3 | $323K | Sell |
6,180
-251
| -4% | -$14K | 0.01% | 516 |
|
|
2015
Q2 | $365K | Buy |
6,431
+360
| +6% | +$20.8K | 0.01% | 512 |
|
|
2015
Q1 | $341K | Hold |
6,071
| – | – | 0.01% | 528 |
|
|
2014
Q4 | $347K | Hold |
6,071
| – | – | 0.01% | 505 |
|
|
2014
Q3 | $318K | Sell |
6,071
-319
| -5% | -$16.6K | 0.01% | 523 |
|
|
2014
Q2 | $331K | Sell |
6,390
-1,300
| -17% | -$64.6K | 0.01% | 512 |
|
|
2014
Q1 | $379K | Hold |
7,690
| – | – | 0.01% | 476 |
|
|
2013
Q4 | $372K | Sell |
7,690
-446
| -5% | -$20.7K | 0.01% | 485 |
|
|
2013
Q3 | $354K | Buy |
8,136
+1,665
| +26% | +$70K | 0.01% | 482 |
|
|
2013
Q2 | $258K | Buy |
+6,471
| New | +$253K | 0.01% | 499 |
|
Other funds holding MRSH
VCM
VPM
Pinnacle Associates's MRSH Position: Q1 2026 in Review
Pinnacle Associates increased its Marsh (MRSH) stake by 27% in Q1 2026, buying an estimated $522K and bringing the position to 13,839 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #370.
Pinnacle Associates first reported a position in MRSH in Q2 2013 and has held it in 36 quarters since. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Pinnacle Associates held 13,839 shares of Marsh worth $2.4M as of Q1 2026.
- Pinnacle Associates bought 2,906 Marsh shares in Q1 2026, an estimated $522K.
- Marsh made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #370 holding.
- Pinnacle Associates first reported a position in Marsh in Q2 2013 and has held it in 36 quarters since.
- 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.