TCI Wealth Advisors’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 |
-1,351
| Closed | -$234K | – | 271 |
|
|
2026
Q1 | $234K | Sell |
1,351
-199
| -13% | -$35.8K | 0.01% | 222 |
|
|
2025
Q4 | $288K | Sell |
1,550
-45
| -3% | -$8.41K | 0.02% | 200 |
|
|
2025
Q3 | $321K | Buy |
1,595
+6
| +0.4% | +$1.23K | 0.02% | 191 |
|
|
2025
Q2 | $347K | Sell |
1,589
-19
| -1% | -$4.29K | 0.02% | 174 |
|
|
2025
Q1 | $392K | Buy |
1,608
+20
| +1% | +$4.54K | 0.03% | 149 |
|
|
2024
Q4 | $337K | Sell |
1,588
-262
| -14% | -$58.1K | 0.03% | 162 |
|
|
2024
Q3 | $413K | Buy |
1,850
+257
| +16% | +$57K | 0.03% | 152 |
|
|
2024
Q2 | $336K | Buy |
+1,593
| New | +$327K | 0.03% | 163 |
|
|
2023
Q2 | – | Sell |
-348
| Closed | -$58K | – | 1413 |
|
|
2023
Q1 | $58K | Hold |
348
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $57.6K | Sell |
348
-12
| -3% | -$1.96K | 0.01% | 367 |
|
|
2022
Q3 | $54K | Sell |
360
-12
| -3% | -$1.93K | 0.01% | 349 |
|
|
2022
Q2 | $58K | Buy |
372
+200
| +116% | +$32.1K | 0.01% | 337 |
|
|
2022
Q1 | $29K | Sell |
172
-13
| -7% | -$2.05K | ﹤0.01% | 548 |
|
|
2021
Q4 | $32K | Buy |
185
+13
| +8% | +$2.16K | ﹤0.01% | 519 |
|
|
2021
Q3 | $26K | Buy |
172
+27
| +19% | +$4.08K | ﹤0.01% | 587 |
|
|
2021
Q2 | $20K | Buy |
145
+12
| +9% | +$1.61K | ﹤0.01% | 618 |
|
|
2021
Q1 | $16K | Buy |
133
+66
| +99% | +$7.6K | 0.01% | 642 |
|
|
2020
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 715 |
|
|
2020
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 638 |
|
|
2020
Q2 | $7K | Sell |
67
-34
| -34% | -$3.44K | ﹤0.01% | 661 |
|
|
2020
Q1 | $9K | Sell |
101
-16
| -14% | -$1.71K | ﹤0.01% | 593 |
|
|
2019
Q4 | $13K | Buy |
117
+37
| +46% | +$3.87K | 0.01% | 653 |
|
|
2019
Q3 | $8K | Sell |
80
-6
| -7% | -$600 | ﹤0.01% | 694 |
|
|
2019
Q2 | $9K | Sell |
86
-487
| -85% | -$46.6K | ﹤0.01% | 648 |
|
|
2019
Q1 | $54K | Sell |
573
-529
| -48% | -$46.8K | 0.02% | 321 |
|
|
2018
Q4 | $88K | Sell |
1,102
-24
| -2% | -$2K | 0.04% | 238 |
|
|
2018
Q3 | $93K | Sell |
1,126
-49
| -4% | -$4.15K | 0.04% | 250 |
|
|
2018
Q2 | $96K | Buy |
1,175
+166
| +16% | +$13.6K | 0.04% | 230 |
|
|
2018
Q1 | $83K | Buy |
1,009
+2
| +0.2% | +$166 | 0.04% | 253 |
|
|
2017
Q4 | $82K | Buy |
1,007
+476
| +90% | +$39.6K | 0.04% | 262 |
|
|
2017
Q3 | $45K | Hold |
531
| – | – | 0.02% | 331 |
|
|
2017
Q2 | $41K | Buy |
531
+45
| +9% | +$3.4K | 0.02% | 345 |
|
|
2017
Q1 | $36K | Hold |
486
| – | – | 0.02% | 347 |
|
|
2016
Q4 | $33K | Buy |
+486
| New | +$32.6K | 0.02% | 393 |
|
Other funds holding MRSH
RG
NLI
MG
DC
TCI Wealth Advisors's MRSH Position: Q2 2026 in Review
TCI Wealth Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,351 shares — an estimated $234K sold.
TCI Wealth Advisors first reported a position in MRSH in Q4 2016 and held it in 34 quarters. The position peaked at $413K in Q3 2024. 602 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- TCI Wealth Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
- TCI Wealth Advisors sold 1,351 Marsh shares in Q2 2026, an estimated $234K.
- TCI Wealth Advisors first reported a position in Marsh in Q4 2016 and held it in 34 quarters.
- TCI Wealth Advisors's Marsh position peaked at $413K in Q3 2024.
- 602 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.