Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$639K Buy
3,684
+180
+5% +$32.4K 0.34% 39
2025
Q4
$650K Buy
+3,504
New +$655K 0.35% 38

Other funds holding MRSH

Sylvest Advisors's MRSH Position: Q1 2026 in Review

Sylvest Advisors increased its Marsh (MRSH) stake by 5.1% in Q1 2026, buying an estimated $32.4K and bringing the position to 3,684 shares worth $639K. The position accounts for 0.34% of the portfolio, ranked #39.

Sylvest Advisors first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $650K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Sylvest Advisors held 3,684 shares of Marsh worth $639K as of Q1 2026.
  • Sylvest Advisors bought 180 Marsh shares in Q1 2026, an estimated $32.4K.
  • Marsh made up 0.34% of Sylvest Advisors's portfolio in Q1 2026, its #39 holding.
  • Sylvest Advisors first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • Sylvest Advisors's Marsh position peaked at $650K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.