Tower View 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
Q1 | $1.73M | Sell |
9,981
-17,008
| -63% | -$3.06M | 0.89% | 35 |
|
|
2025
Q4 | $5.01M | Sell |
26,989
-4,064
| -13% | -$760K | 2.48% | 16 |
|
|
2025
Q3 | $6.26M | Buy |
31,053
+345
| +1% | +$71K | 3.24% | 13 |
|
|
2025
Q2 | $6.71M | Buy |
30,708
+82
| +0.3% | +$18.5K | 3.48% | 8 |
|
|
2025
Q1 | $7.47M | Sell |
30,626
-473
| -2% | -$107K | 4.35% | 2 |
|
|
2024
Q4 | $6.61M | Buy |
31,099
+274
| +0.9% | +$60.8K | 3.49% | 5 |
|
|
2024
Q3 | $6.88M | Buy |
30,825
+135
| +0.4% | +$30K | 3.76% | 4 |
|
|
2024
Q2 | $6.47M | Buy |
30,690
+243
| +0.8% | +$49.9K | 3.71% | 5 |
|
|
2024
Q1 | $6.27M | Sell |
30,447
-129
| -0.4% | -$25.7K | 3.67% | 3 |
|
|
2023
Q4 | $5.79M | Sell |
30,576
-26
| -0.1% | -$5.02K | 3.59% | 3 |
|
|
2023
Q3 | $5.82M | Sell |
30,602
-289
| -0.9% | -$55.4K | 4.09% | 2 |
|
|
2023
Q2 | $5.81M | Sell |
30,891
-2,018
| -6% | -$358K | 3.94% | 2 |
|
|
2023
Q1 | $5.48M | Sell |
32,909
-540
| -2% | -$90K | 3.68% | 1 |
|
|
2022
Q4 | $5.54M | Sell |
33,449
-527
| -2% | -$86.2K | 3.85% | 2 |
|
|
2022
Q3 | $5.07M | Buy |
33,976
+187
| +0.6% | +$30K | 3.86% | 3 |
|
|
2022
Q2 | $5.25M | Sell |
33,789
-1,046
| -3% | -$168K | 3.86% | 2 |
|
|
2022
Q1 | $5.94M | Buy |
34,835
+413
| +1% | +$65.1K | 3.19% | 2 |
|
|
2021
Q4 | $5.98M | Sell |
34,422
-27
| -0.1% | -$4.49K | 3.05% | 5 |
|
|
2021
Q3 | $5.22M | Buy |
34,449
+389
| +1% | +$58.8K | 2.89% | 4 |
|
|
2021
Q2 | $4.79M | Sell |
34,060
-163
| -0.5% | -$21.9K | 2.43% | 8 |
|
|
2021
Q1 | $4.17M | Buy |
34,223
+736
| +2% | +$84.8K | 2.28% | 11 |
|
|
2020
Q4 | $3.92M | Buy |
33,487
+1,178
| +4% | +$134K | 2.23% | 14 |
|
|
2020
Q3 | $3.71M | Buy |
32,309
+218
| +0.7% | +$25K | 2.41% | 12 |
|
|
2020
Q2 | $3.45M | Buy |
32,091
+1,059
| +3% | +$107K | 2.52% | 13 |
|
|
2020
Q1 | $2.68M | Buy |
31,032
+111
| +0.4% | +$11.8K | 2.42% | 12 |
|
|
2019
Q4 | $3.44M | Sell |
30,921
-749
| -2% | -$78.2K | 2.61% | 7 |
|
|
2019
Q3 | $3.17M | Buy |
31,670
+658
| +2% | +$65.8K | 2.62% | 9 |
|
|
2019
Q2 | $3.09M | Sell |
31,012
-186
| -0.6% | -$17.8K | 2.64% | 8 |
|
|
2019
Q1 | $2.93M | Buy |
31,198
+1,175
| +4% | +$104K | 2.6% | 9 |
|
|
2018
Q4 | $2.39M | Buy |
30,023
+338
| +1% | +$28.2K | 2.47% | 11 |
|
|
2018
Q3 | $2.46M | Buy |
29,685
+113
| +0.4% | +$9.57K | 2.15% | 15 |
|
|
2018
Q2 | $2.42M | Buy |
29,572
+213
| +0.7% | +$17.4K | 2.29% | 13 |
|
|
2018
Q1 | $2.42M | Sell |
29,359
-604
| -2% | -$50K | 2.42% | 9 |
|
|
2017
Q4 | $2.44M | Buy |
+29,963
| New | +$2.49M | 2.25% | 10 |
|
Other funds holding MRSH
VCM
VPM
Tower View Wealth Management's MRSH Position: Q1 2026 in Review
Tower View Wealth Management reduced its Marsh (MRSH) stake by 63% in Q1 2026, selling an estimated $3.06M and leaving 9,981 shares worth $1.73M. The position accounts for 0.89% of the portfolio, ranked #35.
Tower View Wealth Management first reported a position in MRSH in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.47M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Tower View Wealth Management held 9,981 shares of Marsh worth $1.73M as of Q1 2026.
- Tower View Wealth Management sold 17,008 Marsh shares in Q1 2026, an estimated $3.06M.
- Marsh made up 0.89% of Tower View Wealth Management's portfolio in Q1 2026, its #35 holding.
- Tower View Wealth Management first reported a position in Marsh in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Marsh position peaked at $7.47M in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.