Turtle Creek Wealth Advisors’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
Other funds holding MRSH
Turtle Creek Wealth Advisors's MRSH Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Marsh (MRSH) stake by 39% in Q2 2026, selling an estimated $329K and leaving 3,029 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #261.
Turtle Creek Wealth Advisors first reported a position in MRSH in Q4 2023 and has held it in 9 quarters since. The position peaked at $899K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Turtle Creek Wealth Advisors held 3,029 shares of Marsh worth $505K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 1,969 Marsh shares in Q2 2026, an estimated $329K.
- Marsh made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #261 holding.
- Turtle Creek Wealth Advisors first reported a position in Marsh in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's Marsh position peaked at $899K in Q4 2025.
- 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.