Waverly 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
Q1 | $2.61M | Buy |
15,035
+2,652
| +21% | +$477K | 0.02% | 592 |
|
|
2025
Q4 | $2.3M | Buy |
12,383
+7,732
| +166% | +$1.45M | 0.02% | 569 |
|
|
2025
Q3 | $937K | Buy |
4,651
+635
| +16% | +$131K | 0.01% | 657 |
|
|
2025
Q2 | $878K | Sell |
4,016
-236
| -6% | -$53.3K | 0.01% | 646 |
|
|
2025
Q1 | $1.04M | Sell |
4,252
-286
| -6% | -$64.9K | 0.01% | 594 |
|
|
2024
Q4 | $964K | Buy |
4,538
+3,183
| +235% | +$706K | 0.01% | 520 |
|
|
2024
Q3 | $302K | Sell |
1,355
-23
| -2% | -$5.11K | 0.01% | 683 |
|
|
2024
Q2 | $290K | Buy |
1,378
+273
| +25% | +$56.1K | 0.01% | 672 |
|
|
2024
Q1 | $228K | Hold |
1,105
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $209K | Buy |
1,105
+10
| +0.9% | +$1.93K | 0.01% | 417 |
|
|
2023
Q3 | $208K | Buy |
+1,095
| New | +$210K | 0.01% | 383 |
|
|
2021
Q4 | – | Sell |
-1,335
| Closed | -$220K | – | 212 |
|
|
2021
Q3 | $220K | Buy |
+1,335
| New | +$202K | 0.02% | 196 |
|
|
2018
Q4 | – | Sell |
-2,548
| Closed | -$211K | – | 175 |
|
|
2018
Q3 | $211K | Hold |
2,548
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $209K | Hold |
2,548
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $210K | Sell |
2,548
-4,269
| -63% | -$354K | 0.03% | 165 |
|
|
2017
Q4 | $555K | Buy |
6,817
+583
| +9% | +$48.5K | 0.08% | 138 |
|
|
2017
Q3 | $522K | Hold |
6,234
| – | – | 0.11% | 133 |
|
|
2017
Q2 | $486K | Sell |
6,234
-211
| -3% | -$15.9K | 0.12% | 133 |
|
|
2017
Q1 | $476K | Buy |
6,445
+2,000
| +45% | +$143K | 0.13% | 134 |
|
|
2016
Q4 | $300K | Buy |
4,445
+140
| +3% | +$9.39K | 0.11% | 81 |
|
|
2016
Q3 | $290K | Hold |
4,305
| – | – | 0.12% | 72 |
|
|
2016
Q2 | $295K | Sell |
4,305
-400
| -9% | -$25.7K | 0.13% | 61 |
|
|
2016
Q1 | $286K | Sell |
4,705
-500
| -10% | -$28K | 0.18% | 59 |
|
|
2015
Q4 | $289K | Buy |
5,205
+4,729
| +993% | +$261K | 0.13% | 93 |
|
|
2015
Q3 | $25K | Buy |
+476
| New | +$26.6K | 0.02% | 228 |
|
|
2014
Q4 | – | Sell |
-228
| Closed | -$12K | – | 575 |
|
|
2014
Q3 | $12K | Hold |
228
| – | – | 0.01% | 434 |
|
|
2014
Q2 | $12K | Hold |
228
| – | – | 0.01% | 409 |
|
|
2014
Q1 | $11K | Sell |
228
-500
| -69% | -$23.9K | 0.01% | 403 |
|
|
2013
Q4 | $35K | Buy |
728
+228
| +46% | +$10.6K | 0.01% | 373 |
|
|
2013
Q3 | $22K | Buy |
+500
| New | +$21K | 0.01% | 345 |
|
Other funds holding MRSH
VCM
VPM
Waverly Advisors's MRSH Position: Q1 2026 in Review
Waverly Advisors increased its Marsh (MRSH) stake by 21% in Q1 2026, buying an estimated $477K and bringing the position to 15,035 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #592.
Waverly Advisors first reported a position in MRSH in Q3 2013 and has held it in 30 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Waverly Advisors held 15,035 shares of Marsh worth $2.61M as of Q1 2026.
- Waverly Advisors bought 2,652 Marsh shares in Q1 2026, an estimated $477K.
- Marsh made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #592 holding.
- Waverly Advisors first reported a position in Marsh in Q3 2013 and has held it in 30 quarters since.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.