Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$220K Sell
1,268
-2,122
-63% -$382K 0.01% 585
2025
Q4
$629K Sell
3,390
-2,939
-46% -$549K 0.04% 365
2025
Q3
$1.19M Buy
6,329
+4,739
+298% +$975K 0.07% 275
2025
Q2
$348K Buy
1,590
+149
+10% +$33.6K 0.02% 513
2025
Q1
$352K Buy
1,441
+60
+4% +$13.6K 0.03% 487
2024
Q4
$293K Buy
1,381
+136
+11% +$30.2K 0.02% 523
2024
Q3
$278K Buy
1,245
+216
+21% +$47.9K 0.02% 542
2024
Q2
$217K Buy
1,029
+22
+2% +$4.52K 0.02% 556
2024
Q1
$207K Buy
+1,007
New +$201K 0.02% 569
2019
Q2
Sell
-31,957
Closed -$3M 294
2019
Q1
$3M Buy
+31,957
New +$2.83M 0.81% 38
2018
Q2
Sell
-2,632
Closed -$217K 304
2018
Q1
$217K Sell
2,632
-593
-18% -$49.1K 0.05% 261
2017
Q4
$262K Buy
+3,225
New +$268K 0.06% 229

Other funds holding MRSH

Verdence Capital Advisors's MRSH Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Marsh (MRSH) stake by 63% in Q1 2026, selling an estimated $382K and leaving 1,268 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #585.

Verdence Capital Advisors first reported a position in MRSH in Q4 2017 and has held it in 12 quarters since. The position peaked at $3M in Q1 2019. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Verdence Capital Advisors held 1,268 shares of Marsh worth $220K as of Q1 2026.
  • Verdence Capital Advisors sold 2,122 Marsh shares in Q1 2026, an estimated $382K.
  • Marsh made up 0.01% of Verdence Capital Advisors's portfolio in Q1 2026, its #585 holding.
  • Verdence Capital Advisors first reported a position in Marsh in Q4 2017 and has held it in 12 quarters since.
  • Verdence Capital Advisors's Marsh position peaked at $3M in Q1 2019.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.