Sigma Planning Corp’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 | $343K | Sell |
1,979
-526
| -21% | -$94.6K | 0.01% | 994 |
|
|
2025
Q4 | $462K | Sell |
2,505
-6
| -0.2% | -$1.12K | 0.01% | 820 |
|
|
2025
Q3 | $506K | Sell |
2,511
-18
| -0.7% | -$3.7K | 0.01% | 810 |
|
|
2025
Q2 | $553K | Buy |
2,529
+275
| +12% | +$62.1K | 0.02% | 742 |
|
|
2025
Q1 | $550K | Sell |
2,254
-72
| -3% | -$16.3K | 0.02% | 693 |
|
|
2024
Q4 | $494K | Buy |
2,326
+66
| +3% | +$14.6K | 0.02% | 749 |
|
|
2024
Q3 | $504K | Sell |
2,260
-2
| -0.1% | -$444 | 0.02% | 747 |
|
|
2024
Q2 | $477K | Sell |
2,262
-65
| -3% | -$13.4K | 0.02% | 743 |
|
|
2024
Q1 | $479K | Buy |
+2,327
| New | +$464K | 0.02% | 782 |
|
|
2023
Q4 | – | Sell |
-2,308
| Closed | -$439K | – | 1056 |
|
|
2023
Q3 | $439K | Buy |
2,308
+103
| +5% | +$19.7K | 0.02% | 774 |
|
|
2023
Q2 | $415K | Sell |
2,205
-262
| -11% | -$46.5K | 0.01% | 808 |
|
|
2023
Q1 | $411K | Buy |
2,467
+161
| +7% | +$26.8K | 0.01% | 885 |
|
|
2022
Q4 | $382K | Buy |
2,306
+31
| +1% | +$5.07K | 0.01% | 874 |
|
|
2022
Q3 | $340K | Buy |
2,275
+4
| +0.2% | +$642 | 0.01% | 902 |
|
|
2022
Q2 | $353K | Buy |
2,271
+94
| +4% | +$15.1K | 0.01% | 910 |
|
|
2022
Q1 | $371K | Buy |
2,177
+542
| +33% | +$85.4K | 0.01% | 970 |
|
|
2021
Q4 | $284K | Buy |
1,635
+1
| +0.1% | +$166 | 0.01% | 1110 |
|
|
2021
Q3 | $248K | Buy |
1,634
+41
| +3% | +$6.2K | 0.01% | 1155 |
|
|
2021
Q2 | $224K | Sell |
1,593
-283
| -15% | -$37.9K | 0.01% | 1234 |
|
|
2021
Q1 | $229K | Buy |
1,876
+30
| +2% | +$3.46K | 0.01% | 1133 |
|
|
2020
Q4 | $216K | Buy |
1,846
+11
| +0.6% | +$1.25K | 0.01% | 1065 |
|
|
2020
Q3 | $211K | Buy |
+1,835
| New | +$210K | 0.01% | 938 |
|
|
2020
Q1 | – | Sell |
-2,419
| Closed | -$270K | – | 1041 |
|
|
2019
Q4 | $270K | Buy |
+2,419
| New | +$253K | 0.01% | 844 |
|
|
2019
Q3 | – | Sell |
-2,066
| Closed | -$206K | – | 1038 |
|
|
2019
Q2 | $206K | Buy |
+2,066
| New | +$198K | 0.01% | 907 |
|
|
2018
Q4 | – | Sell |
-3,092
| Closed | -$256K | – | 923 |
|
|
2018
Q3 | $256K | Sell |
3,092
-853
| -22% | -$72.3K | 0.02% | 777 |
|
|
2018
Q2 | $323K | Buy |
3,945
+897
| +29% | +$73.2K | 0.02% | 611 |
|
|
2018
Q1 | $252K | Buy |
3,048
+449
| +17% | +$37.2K | 0.02% | 677 |
|
|
2017
Q4 | $212K | Buy |
2,599
+147
| +6% | +$12.2K | 0.02% | 754 |
|
|
2017
Q3 | $206K | Buy |
+2,452
| New | +$194K | 0.02% | 763 |
|
|
2016
Q4 | – | Sell |
-4,805
| Closed | -$323K | – | 790 |
|
|
2016
Q3 | $323K | Buy |
+4,805
| New | +$322K | 0.04% | 491 |
|
Other funds holding MRSH
VCM
VPM
Sigma Planning Corp's MRSH Position: Q1 2026 in Review
Sigma Planning Corp reduced its Marsh (MRSH) stake by 21% in Q1 2026, selling an estimated $94.6K and leaving 1,979 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #994.
Sigma Planning Corp first reported a position in MRSH in Q3 2016 and has held it in 30 quarters since. The position peaked at $553K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Sigma Planning Corp held 1,979 shares of Marsh worth $343K as of Q1 2026.
- Sigma Planning Corp sold 526 Marsh shares in Q1 2026, an estimated $94.6K.
- Marsh made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #994 holding.
- Sigma Planning Corp first reported a position in Marsh in Q3 2016 and has held it in 30 quarters since.
- Sigma Planning Corp's Marsh position peaked at $553K in Q2 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.