Transamerica Financial 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 | $119K | Hold |
713
| – | – | 0.01% | 539 |
|
|
2026
Q1 | $124K | Buy |
713
+344
| +93% | +$61.8K | 0.01% | 483 |
|
|
2025
Q4 | $68.4K | Buy |
369
+138
| +60% | +$25.8K | 0.01% | 506 |
|
|
2025
Q3 | $46.5K | Buy |
231
+229
| +11,450% | +$47.1K | ﹤0.01% | 491 |
|
|
2025
Q2 | $262 | Hold |
2
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $1K | Sell |
2
-1
| -33% | -$222 | ﹤0.01% | 508 |
|
|
2024
Q3 | $1K | Sell |
3
-328
| -99% | -$72.8K | ﹤0.01% | 514 |
|
|
2024
Q2 | $70K | Hold |
331
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $69K | Sell |
331
-1,273
| -79% | -$254K | 0.01% | 288 |
|
|
2023
Q4 | $304K | Sell |
1,604
-215
| -12% | -$41.5K | 0.04% | 212 |
|
|
2023
Q3 | $347K | Sell |
1,819
-238
| -12% | -$45.6K | 0.05% | 187 |
|
|
2023
Q2 | $387K | Buy |
2,057
+2
| +0.1% | +$355 | 0.05% | 192 |
|
|
2023
Q1 | $343K | Buy |
2,055
+173
| +9% | +$28.8K | 0.05% | 202 |
|
|
2022
Q4 | $312K | Sell |
1,882
-45
| -2% | -$7.36K | 0.04% | 193 |
|
|
2022
Q3 | $288K | Buy |
1,927
+11
| +0.6% | +$1.76K | 0.04% | 188 |
|
|
2022
Q2 | $298K | Buy |
+1,916
| New | +$307K | 0.04% | 194 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 378 |
|
|
2020
Q2 | $1K | Buy |
9
+7
| +350% | +$709 | ﹤0.01% | 446 |
|
|
2020
Q1 | $1K | Hold |
2
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$209 | 0.01% | 110 |
|
|
2019
Q3 | – | Sell |
-7,125
| Closed | -$711K | – | 376 |
|
|
2019
Q2 | $711K | Buy |
+7,125
| New | +$682K | 0.15% | 104 |
|
|
2019
Q1 | – | Sell |
-8,135
| Closed | -$649K | – | 335 |
|
|
2018
Q4 | $649K | Sell |
8,135
-1,552
| -16% | -$129K | 0.17% | 93 |
|
|
2018
Q3 | $802K | Sell |
9,687
-424
| -4% | -$35.9K | 0.17% | 103 |
|
|
2018
Q2 | $829K | Sell |
10,111
-83,003
| -89% | -$6.78M | 0.18% | 98 |
|
|
2018
Q1 | $7.69M | Sell |
93,114
-7,553
| -8% | -$626K | 1.14% | 20 |
|
|
2017
Q4 | $8.19M | Sell |
100,667
-992
| -1% | -$82.5K | 1.08% | 20 |
|
|
2017
Q3 | $8.52M | Sell |
101,659
-3,272
| -3% | -$259K | 1.05% | 17 |
|
|
2017
Q2 | $8.18M | Buy |
104,931
+104,911
| +524,555% | +$7.92M | 1.11% | 17 |
|
|
2017
Q1 | $2K | Sell |
20
-14
| -41% | -$1K | ﹤0.01% | 282 |
|
|
2016
Q4 | $3K | Sell |
34
-61
| -64% | -$4.09K | ﹤0.01% | 281 |
|
|
2016
Q3 | $7K | Sell |
95
-3
| -3% | -$201 | ﹤0.01% | 267 |
|
|
2016
Q2 | $7K | Sell |
98
-43
| -30% | -$2.76K | ﹤0.01% | 259 |
|
|
2016
Q1 | $9K | Sell |
141
-66,970
| -100% | -$3.75M | ﹤0.01% | 562 |
|
|
2015
Q4 | $3.72M | Buy |
67,111
+3,933
| +6% | +$217K | 0.27% | 76 |
|
|
2015
Q3 | $3.3M | Buy |
63,178
+2,412
| +4% | +$135K | 0.26% | 78 |
|
|
2015
Q2 | $3.45M | Buy |
60,766
+5,473
| +10% | +$316K | 0.25% | 83 |
|
|
2015
Q1 | $3.1M | Buy |
55,293
+55,208
| +64,951% | +$3.11M | 0.22% | 90 |
|
|
2014
Q4 | $5K | Buy |
85
+69
| +431% | +$3.79K | ﹤0.01% | 555 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 632 |
|
|
2014
Q2 | $1K | Buy |
16
+1
| +7% | +$50 | ﹤0.01% | 639 |
|
|
2014
Q1 | $1K | Sell |
15
-14,567
| -100% | -$698K | ﹤0.01% | 603 |
|
|
2013
Q4 | $706K | Buy |
14,582
+2,418
| +20% | +$112K | 0.08% | 126 |
|
|
2013
Q3 | $530K | Buy |
12,164
+2,787
| +30% | +$117K | 0.07% | 136 |
|
|
2013
Q2 | $375K | Buy |
+9,377
| New | +$367K | 0.06% | 135 |
|
Other funds holding MRSH
Transamerica Financial Advisors's MRSH Position: Q2 2026 in Review
Transamerica Financial Advisors held its Marsh (MRSH) position steady in Q2 2026 at 713 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #539.
Transamerica Financial Advisors first reported a position in MRSH in Q2 2013 and has held it in 44 quarters since. The position peaked at $8.52M in Q3 2017. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Transamerica Financial Advisors held 713 shares of Marsh worth $119K as of Q2 2026.
- Transamerica Financial Advisors left its Marsh share count unchanged in Q2 2026.
- Marsh made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #539 holding.
- Transamerica Financial Advisors first reported a position in Marsh in Q2 2013 and has held it in 44 quarters since.
- Transamerica Financial Advisors's Marsh position peaked at $8.52M in Q3 2017.
- 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.