Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2
Closed -$371 157
2025
Q4
$371 Buy
+2
New +$374 ﹤0.01% 143

Other funds holding MRSH

Portfolio Resources Advisor Group's MRSH Position: Q1 2026 in Review

Portfolio Resources Advisor Group sold out of Marsh (MRSH) in Q1 2026, closing a stake of 2 shares — an estimated $371 sold.

Portfolio Resources Advisor Group first reported a position in MRSH in Q4 2025 and held it in 1 quarter. The position peaked at $371 in Q4 2025. 1,544 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Portfolio Resources Advisor Group reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 2 Marsh shares in Q1 2026, an estimated $371.
  • Portfolio Resources Advisor Group first reported a position in Marsh in Q4 2025 and held it in 1 quarter.
  • Portfolio Resources Advisor Group's Marsh position peaked at $371 in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q1 2026, filed 14 Apr 2026.