Valeo 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 | $1.05M | Sell |
6,319
-895
| -12% | -$150K | 0.02% | 301 |
|
|
2026
Q1 | $1.25M | Buy |
7,214
+1,857
| +35% | +$334K | 0.03% | 233 |
|
|
2025
Q4 | $994K | Sell |
5,357
-116
| -2% | -$21.7K | 0.02% | 302 |
|
|
2025
Q3 | $1.1M | Sell |
5,473
-291
| -5% | -$59.9K | 0.03% | 282 |
|
|
2025
Q2 | $1.26M | Buy |
5,764
+322
| +6% | +$72.7K | 0.03% | 248 |
|
|
2025
Q1 | $1.33M | Sell |
5,442
-80
| -1% | -$18.2K | 0.04% | 207 |
|
|
2024
Q4 | $1.17M | Buy |
5,522
+131
| +2% | +$29.1K | 0.03% | 225 |
|
|
2024
Q3 | $1.2M | Buy |
5,391
+74
| +1% | +$16.4K | 0.03% | 229 |
|
|
2024
Q2 | $1.12M | Buy |
5,317
+169
| +3% | +$34.7K | 0.04% | 222 |
|
|
2024
Q1 | $1.03M | Buy |
5,148
+187
| +4% | +$37.3K | 0.04% | 233 |
|
|
2023
Q4 | $940K | Sell |
4,961
-2
| -0% | -$386 | 0.04% | 233 |
|
|
2023
Q3 | $945K | Buy |
4,963
+399
| +9% | +$76.5K | 0.04% | 217 |
|
|
2023
Q2 | $858K | Sell |
4,564
-372
| -8% | -$66K | 0.04% | 222 |
|
|
2023
Q1 | $822K | Buy |
4,936
+1,567
| +47% | +$261K | 0.04% | 241 |
|
|
2022
Q4 | $558K | Buy |
3,369
+1,408
| +72% | +$230K | 0.03% | 261 |
|
|
2022
Q3 | $293K | Buy |
1,961
+86
| +5% | +$13.8K | 0.02% | 352 |
|
|
2022
Q2 | $291K | Sell |
1,875
-778
| -29% | -$125K | 0.02% | 354 |
|
|
2022
Q1 | $452K | Buy |
2,653
+532
| +25% | +$83.9K | 0.02% | 347 |
|
|
2021
Q4 | $369K | Buy |
2,121
+210
| +11% | +$34.9K | 0.02% | 372 |
|
|
2021
Q3 | $289K | Buy |
+1,911
| New | +$289K | 0.02% | 409 |
|
|
2021
Q2 | – | Sell |
-669
| Closed | -$81K | – | 1286 |
|
|
2021
Q1 | $81K | Buy |
669
+127
| +23% | +$14.6K | ﹤0.01% | 690 |
|
|
2020
Q4 | $63K | Sell |
542
-20
| -4% | -$2.27K | ﹤0.01% | 700 |
|
|
2020
Q3 | $64K | Sell |
562
-352
| -39% | -$40.3K | 0.01% | 583 |
|
|
2020
Q2 | $98K | Buy |
914
+364
| +66% | +$36.8K | 0.01% | 509 |
|
|
2020
Q1 | $53K | Buy |
550
+14
| +3% | +$1.49K | 0.01% | 587 |
|
|
2019
Q4 | $60K | Hold |
536
| – | – | 0.01% | 582 |
|
|
2019
Q3 | $54K | Sell |
536
-290
| -35% | -$29K | 0.01% | 575 |
|
|
2019
Q2 | $82K | Buy |
826
+46
| +6% | +$4.4K | 0.01% | 472 |
|
|
2019
Q1 | $73K | Sell |
780
-150
| -16% | -$13.3K | 0.01% | 478 |
|
|
2018
Q4 | $74K | Sell |
930
-61
| -6% | -$5.09K | 0.01% | 427 |
|
|
2018
Q3 | $84K | Buy |
991
+484
| +95% | +$41K | 0.01% | 438 |
|
|
2018
Q2 | $42K | Buy |
507
+52
| +11% | +$4.25K | 0.01% | 572 |
|
|
2018
Q1 | $38K | Buy |
455
+350
| +333% | +$29K | 0.01% | 548 |
|
|
2017
Q4 | $9K | Buy |
105
+27
| +35% | +$2.24K | ﹤0.01% | 862 |
|
|
2017
Q3 | $7K | Buy |
+78
| New | +$6.18K | ﹤0.01% | 792 |
|
Other funds holding MRSH
Valeo Financial Advisors's MRSH Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Marsh (MRSH) stake by 12% in Q2 2026, selling an estimated $150K and leaving 6,319 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #301.
Valeo Financial Advisors first reported a position in MRSH in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.33M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Valeo Financial Advisors held 6,319 shares of Marsh worth $1.05M as of Q2 2026.
- Valeo Financial Advisors sold 895 Marsh shares in Q2 2026, an estimated $150K.
- Marsh made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #301 holding.
- Valeo Financial Advisors first reported a position in Marsh in Q3 2017 and has held it in 35 quarters since.
- Valeo Financial Advisors's Marsh position peaked at $1.33M in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.