Turtle Creek Wealth Advisors’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
Other funds holding MRSH
VCM
VPM
Turtle Creek Wealth Advisors's MRSH Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its Marsh (MRSH) stake by 3.1% in Q1 2026, buying an estimated $27K and bringing the position to 4,998 shares worth $867K. The position accounts for 0.07% of the portfolio, ranked #156.
Turtle Creek Wealth Advisors first reported a position in MRSH in Q4 2023 and has held it in 8 quarters since. The position peaked at $899K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Turtle Creek Wealth Advisors held 4,998 shares of Marsh worth $867K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 150 Marsh shares in Q1 2026, an estimated $27K.
- Marsh made up 0.07% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #156 holding.
- Turtle Creek Wealth Advisors first reported a position in Marsh in Q4 2023 and has held it in 8 quarters since.
- Turtle Creek Wealth Advisors's Marsh position peaked at $899K in Q4 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.