Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$85.7K Sell
514
-55
-10% -$9.19K 0.03% 189
2026
Q1
$98.7K Hold
569
0.04% 175
2025
Q4
$106K Buy
+569
New +$106K 0.05% 176
2025
Q2
$102K Hold
512
0.05% 174
2025
Q1
$125K Hold
512
0.06% 155
2024
Q4
$109K Hold
512
0.05% 165
2024
Q3
$114K Buy
512
+11
+2% +$2.44K 0.06% 170
2024
Q2
$106K Hold
501
0.06% 173
2024
Q1
$103K Hold
501
0.05% 175
2023
Q4
$94.9K Hold
501
0.05% 179
2023
Q3
$95.3K Buy
+501
New +$96K 0.06% 171

Other funds holding MRSH

Union Savings Bank's MRSH Position: Q2 2026 in Review

Union Savings Bank reduced its Marsh (MRSH) stake by 9.7% in Q2 2026, selling an estimated $9.19K and leaving 514 shares worth $85.7K. The position accounts for 0.03% of the portfolio, ranked #189.

Union Savings Bank first reported a position in MRSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $125K in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Union Savings Bank held 514 shares of Marsh worth $85.7K as of Q2 2026.
  • Union Savings Bank sold 55 Marsh shares in Q2 2026, an estimated $9.19K.
  • Marsh made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #189 holding.
  • Union Savings Bank first reported a position in Marsh in Q3 2023 and has held it in 11 quarters since.
  • Union Savings Bank's Marsh position peaked at $125K in Q1 2025.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.