Stonebridge Financial Group (Missouri)’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
– Sell
-1,230
Closed -$213K – 178
2026
Q1
$213K Sell
1,230
-16
-1% -$2.88K 0.18% 152
2025
Q4
$231K Buy
+1,246
New +$233K 0.2% 140

Other funds holding MRSH

Stonebridge Financial Group (Missouri)'s MRSH Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,230 shares — an estimated $213K sold.

Stonebridge Financial Group (Missouri) first reported a position in MRSH in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Stonebridge Financial Group (Missouri) reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Missouri) sold 1,230 Marsh shares in Q2 2026, an estimated $213K.
  • Stonebridge Financial Group (Missouri) first reported a position in Marsh in Q4 2025 and held it in 2 quarters.
  • Stonebridge Financial Group (Missouri)'s Marsh position peaked at $231K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.