Stockman Wealth Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $313K | Sell |
1,875
-155
| -8% | -$25.9K | 0.03% | 141 |
|
|
2026
Q1 | $352K | Sell |
2,030
-15
| -0.7% | -$2.7K | 0.04% | 126 |
|
|
2025
Q4 | $379K | Hold |
2,045
| – | – | 0.04% | 122 |
|
|
2025
Q3 | $412K | Hold |
2,045
| – | – | 0.05% | 118 |
|
|
2025
Q2 | $447K | Sell |
2,045
-300
| -13% | -$67.7K | 0.06% | 110 |
|
|
2025
Q1 | $572K | Sell |
2,345
-15
| -0.6% | -$3.4K | 0.08% | 91 |
|
|
2024
Q4 | $501K | Hold |
2,360
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $526K | Sell |
2,360
-1
| -0% | -$222 | 0.08% | 103 |
|
|
2024
Q2 | $498K | Sell |
2,361
-10
| -0.4% | -$2.05K | 0.09% | 104 |
|
|
2024
Q1 | $488K | Sell |
2,371
-139
| -6% | -$27.7K | 0.09% | 104 |
|
|
2023
Q4 | $476K | Sell |
2,510
-8
| -0.3% | -$1.55K | 0.09% | 101 |
|
|
2023
Q3 | $479K | Buy |
2,518
+8
| +0.3% | +$1.53K | 0.11% | 102 |
|
|
2023
Q2 | $472K | Sell |
2,510
-182
| -7% | -$32.3K | 0.1% | 108 |
|
|
2023
Q1 | $448K | Sell |
2,692
-99
| -4% | -$16.5K | 0.1% | 115 |
|
|
2022
Q4 | $462K | Hold |
2,791
| – | – | 0.11% | 117 |
|
|
2022
Q3 | $417K | Buy |
2,791
+6
| +0.2% | +$963 | 0.11% | 108 |
|
|
2022
Q2 | $432K | Hold |
2,785
| – | – | 0.11% | 107 |
|
|
2022
Q1 | $475K | Sell |
2,785
-200
| -7% | -$31.5K | 0.1% | 112 |
|
|
2021
Q4 | $519K | Sell |
2,985
-128
| -4% | -$21.3K | 0.11% | 117 |
|
|
2021
Q3 | $471K | Buy |
3,113
+28
| +0.9% | +$4.24K | 0.1% | 116 |
|
|
2021
Q2 | $434K | Sell |
3,085
-50
| -2% | -$6.7K | 0.1% | 126 |
|
|
2021
Q1 | $382K | Sell |
3,135
-60
| -2% | -$6.91K | 0.11% | 124 |
|
|
2020
Q4 | $374K | Hold |
3,195
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $366K | Sell |
3,195
-10
| -0.3% | -$1.15K | 0.13% | 103 |
|
|
2020
Q2 | $344K | Sell |
3,205
-85
| -3% | -$8.6K | 0.13% | 111 |
|
|
2020
Q1 | $284K | Sell |
3,290
-225
| -6% | -$24K | 0.13% | 107 |
|
|
2019
Q4 | $392K | Sell |
3,515
-10
| -0.3% | -$1.04K | 0.14% | 113 |
|
|
2019
Q3 | $353K | Hold |
3,525
| – | – | 0.14% | 108 |
|
|
2019
Q2 | $352K | Hold |
3,525
| – | – | 0.14% | 109 |
|
|
2019
Q1 | $331K | Sell |
3,525
-150
| -4% | -$13.3K | 0.14% | 108 |
|
|
2018
Q4 | $293K | Hold |
3,675
| – | – | 0.14% | 113 |
|
|
2018
Q3 | $304K | Buy |
3,675
+415
| +13% | +$35.2K | 0.13% | 118 |
|
|
2018
Q2 | $267K | Buy |
3,260
+440
| +16% | +$35.9K | 0.12% | 118 |
|
|
2018
Q1 | $233K | Buy |
+2,820
| New | +$234K | 0.11% | 127 |
|
Other funds holding MRSH
Stockman Wealth Management's MRSH Position: Q2 2026 in Review
Stockman Wealth Management reduced its Marsh (MRSH) stake by 7.6% in Q2 2026, selling an estimated $25.9K and leaving 1,875 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #141.
Stockman Wealth Management first reported a position in MRSH in Q1 2018 and has held it in 34 quarters since. The position peaked at $572K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Stockman Wealth Management held 1,875 shares of Marsh worth $313K as of Q2 2026.
- Stockman Wealth Management sold 155 Marsh shares in Q2 2026, an estimated $25.9K.
- Marsh made up 0.03% of Stockman Wealth Management's portfolio in Q2 2026, its #141 holding.
- Stockman Wealth Management first reported a position in Marsh in Q1 2018 and has held it in 34 quarters since.
- Stockman Wealth Management's Marsh position peaked at $572K in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.