Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$139K Sell
802
-172
-18% -$30.9K 0.01% 168
2025
Q4
$238K Sell
974
-308
-24% -$57.6K 0.02% 136
2025
Q3
$258K Sell
1,282
-1,658
-56% -$341K 0.02% 147
2025
Q2
$230K Buy
2,940
+1,658
+129% +$374K 0.02% 142
2025
Q1
$313K Sell
1,282
-10
-0.8% -$2.27K 0.03% 115
2024
Q4
$274K Buy
1,292
+10
+0.8% +$2.22K 0.02% 136
2024
Q3
$286K Hold
1,282
0.02% 105
2024
Q2
$270K Hold
1,282
0.02% 108
2024
Q1
$264K Hold
1,282
0.02% 122
2023
Q4
$243K Buy
1,282
+476
+59% +$92K 0.02% 113
2023
Q3
$153K Sell
806
-184
-19% -$35.3K 0.02% 138
2023
Q2
$186K Buy
990
+79
+9% +$14K 0.02% 125
2023
Q1
$152K Buy
911
+3
+0.3% +$500 0.02% 145
2022
Q4
$150K Buy
908
+224
+33% +$36.6K 0.02% 148
2022
Q3
$102K Hold
684
0.01% 149
2022
Q2
$106K Hold
684
0.01% 140
2022
Q1
$117K Sell
684
-65
-9% -$10.2K 0.01% 142
2021
Q4
$130K Hold
749
0.01% 142
2021
Q3
$113K Hold
749
0.01% 145
2021
Q2
$105K Hold
749
0.01% 141
2021
Q1
$91K Hold
749
0.01% 146
2020
Q4
$88K Hold
749
0.01% 141
2020
Q3
$86K Buy
+749
New +$85.8K 0.01% 108
2020
Q1
$63K Hold
730
0.01% 116
2019
Q4
$81K Hold
730
0.01% 122
2019
Q3
$73K Hold
730
0.01% 109
2019
Q2
$73K Sell
730
-130
-15% -$12.4K 0.01% 97
2019
Q1
$81K Hold
860
0.01% 105
2018
Q4
$69K Hold
860
0.02% 92
2018
Q3
$71K Hold
860
0.01% 96
2018
Q2
$70K Hold
860
0.01% 98
2018
Q1
$71K Hold
860
0.01% 99
2017
Q4
$70K Hold
860
0.02% 98
2017
Q3
$72K Sell
860
-128
-13% -$10.1K 0.02% 98
2017
Q2
$77K Buy
988
+128
+15% +$9.67K 0.02% 103
2017
Q1
$64K Sell
860
-40
-4% -$2.86K 0.01% 125
2016
Q4
$61K Hold
900
0.02% 85
2016
Q3
$61K Hold
900
0.02% 92
2016
Q2
$62K Hold
900
0.02% 80
2016
Q1
$55K Hold
900
0.02% 82
2015
Q4
$50K Hold
900
0.01% 93
2015
Q3
$47K Hold
900
0.01% 102
2015
Q2
$51K Hold
900
0.02% 96
2015
Q1
$50K Buy
+900
New +$50.7K 0.02% 89

Other funds holding MRSH

Vestor Capital's MRSH Position: Q1 2026 in Review

Vestor Capital reduced its Marsh (MRSH) stake by 18% in Q1 2026, selling an estimated $30.9K and leaving 802 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #168.

Vestor Capital first reported a position in MRSH in Q1 2015 and has held it in 44 quarters since. The position peaked at $313K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Vestor Capital held 802 shares of Marsh worth $139K as of Q1 2026.
  • Vestor Capital sold 172 Marsh shares in Q1 2026, an estimated $30.9K.
  • Marsh made up 0.01% of Vestor Capital's portfolio in Q1 2026, its #168 holding.
  • Vestor Capital first reported a position in Marsh in Q1 2015 and has held it in 44 quarters since.
  • Vestor Capital's Marsh position peaked at $313K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.