Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$465K Sell
2,704
-49
-2% -$8.81K 0.1% 195
2025
Q4
$511K Sell
2,753
-1,736
-39% -$324K 0.16% 114
2025
Q3
$904K Buy
4,489
+340
+8% +$69.9K 0.29% 64
2025
Q2
$907K Buy
4,149
+231
+6% +$52.1K 0.33% 55
2025
Q1
$859K Buy
3,918
+509
+15% +$115K 0.36% 53
2024
Q4
$724K Buy
+3,409
New +$756K 0.45% 50

Other funds holding MRSH

Rossby Financial's MRSH Position: Q1 2026 in Review

Rossby Financial reduced its Marsh (MRSH) stake by 1.8% in Q1 2026, selling an estimated $8.81K and leaving 2,704 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #195.

Rossby Financial first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $907K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Rossby Financial held 2,704 shares of Marsh worth $465K as of Q1 2026.
  • Rossby Financial sold 49 Marsh shares in Q1 2026, an estimated $8.81K.
  • Marsh made up 0.1% of Rossby Financial's portfolio in Q1 2026, its #195 holding.
  • Rossby Financial first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Marsh position peaked at $907K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.