Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.2M Sell
6,910
-500
-7% -$89.9K 0.13% 101
2025
Q4
$1.37M Sell
7,410
-700
-9% -$131K 0.13% 96
2025
Q3
$1.63M Hold
8,110
0.19% 103
2025
Q2
$1.77M Buy
+8,110
New +$1.83M 0.22% 94

Other funds holding MRSH

Westerkirk Capital's MRSH Position: Q1 2026 in Review

Westerkirk Capital reduced its Marsh (MRSH) stake by 6.7% in Q1 2026, selling an estimated $89.9K and leaving 6,910 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #101.

Westerkirk Capital first reported a position in MRSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.77M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Westerkirk Capital held 6,910 shares of Marsh worth $1.2M as of Q1 2026.
  • Westerkirk Capital sold 500 Marsh shares in Q1 2026, an estimated $89.9K.
  • Marsh made up 0.13% of Westerkirk Capital's portfolio in Q1 2026, its #101 holding.
  • Westerkirk Capital first reported a position in Marsh in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Marsh position peaked at $1.77M in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.