Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$707K Sell
4,241
-1,052
-20% -$176K 0.07% 222
2026
Q1
$918K Buy
5,293
+74
+1% +$13.3K 0.1% 168
2025
Q4
$968K Buy
5,219
+284
+6% +$53.1K 0.11% 163
2025
Q3
$995K Sell
4,935
-30
-0.6% -$6.17K 0.12% 162
2025
Q2
$1.09M Buy
4,965
+365
+8% +$82.4K 0.14% 139
2025
Q1
$1.12M Sell
4,600
-133
-3% -$30.2K 0.16% 124
2024
Q4
$1.01M Sell
4,733
-73
-2% -$16.2K 0.15% 133
2024
Q3
$1.07M Buy
4,806
+1,047
+28% +$232K 0.17% 122
2024
Q2
$792K Sell
3,759
-33
-0.9% -$6.78K 0.14% 156
2024
Q1
$781K Sell
3,792
-313
-8% -$62.4K 0.18% 134
2023
Q4
$778K Buy
+4,105
New +$793K 0.2% 136

Other funds holding MRSH

Quadcap Wealth Management's MRSH Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Marsh (MRSH) stake by 20% in Q2 2026, selling an estimated $176K and leaving 4,241 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #222.

Quadcap Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Quadcap Wealth Management held 4,241 shares of Marsh worth $707K as of Q2 2026.
  • Quadcap Wealth Management sold 1,052 Marsh shares in Q2 2026, an estimated $176K.
  • Marsh made up 0.07% of Quadcap Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Quadcap Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's Marsh position peaked at $1.12M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.