Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.4M Buy
94,647
+10,359
+12% +$1.86M 0.12% 145
2025
Q4
$15.6M Buy
84,288
+4,290
+5% +$802K 0.12% 135
2025
Q3
$16.1M Sell
79,998
-4,279
-5% -$880K 0.13% 124
2025
Q2
$18.4M Buy
84,277
+6,098
+8% +$1.38M 0.15% 106
2025
Q1
$19.1M Buy
78,179
+738
+1% +$167K 0.18% 95
2024
Q4
$16.4M Sell
77,441
-15,594
-17% -$3.46M 0.15% 105
2024
Q3
$20.8M Sell
93,035
-11,173
-11% -$2.48M 0.2% 82
2024
Q2
$22M Sell
104,208
-31,711
-23% -$6.51M 0.22% 71
2024
Q1
$28M Buy
135,919
+2,154
+2% +$429K 0.29% 53
2023
Q4
$25.3M Buy
133,765
+9,653
+8% +$1.87M 0.3% 55
2023
Q3
$23.6M Buy
124,112
+24,347
+24% +$4.67M 0.32% 50
2023
Q2
$18.8M Sell
99,765
-4,021
-4% -$714K 0.25% 68
2023
Q1
$17.3M Buy
103,786
+1,987
+2% +$331K 0.25% 75
2022
Q4
$16.8M Buy
101,799
+9,349
+10% +$1.53M 0.27% 72
2022
Q3
$13.8M Buy
92,450
+7,366
+9% +$1.18M 0.27% 71
2022
Q2
$13.2M Buy
85,084
+45,224
+113% +$7.25M 0.27% 70
2022
Q1
$6.79M Buy
39,860
+887
+2% +$140K 0.11% 156
2021
Q4
$6.77M Buy
38,973
+6,101
+19% +$1.01M 0.11% 172
2021
Q3
$4.98M Sell
32,872
-2,459
-7% -$372K 0.09% 183
2021
Q2
$4.97M Sell
35,331
-28,428
-45% -$3.81M 0.09% 183
2021
Q1
$7.77M Buy
63,759
+804
+1% +$92.6K 0.16% 117
2020
Q4
$7.37M Buy
62,955
+1,474
+2% +$167K 0.16% 114
2020
Q3
$7.05M Sell
61,481
-35
-0.1% -$4.01K 0.17% 108
2020
Q2
$6.61M Buy
+61,516
New +$6.23M 0.17% 120

Other funds holding MRSH

Xponance's MRSH Position: Q1 2026 in Review

Xponance increased its Marsh (MRSH) stake by 12% in Q1 2026, buying an estimated $1.86M and bringing the position to 94,647 shares worth $16.4M. The position accounts for 0.12% of the portfolio, ranked #145.

Xponance first reported a position in MRSH in Q2 2020 and has held it in 24 quarters since. The position peaked at $28M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Xponance held 94,647 shares of Marsh worth $16.4M as of Q1 2026.
  • Xponance bought 10,359 Marsh shares in Q1 2026, an estimated $1.86M.
  • Marsh made up 0.12% of Xponance's portfolio in Q1 2026, its #145 holding.
  • Xponance first reported a position in Marsh in Q2 2020 and has held it in 24 quarters since.
  • Xponance's Marsh position peaked at $28M in Q1 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.