INSIGHT 2811, INC. MRK — MERCK & CO INC COM COM

Ownership history in INSIGHT 2811, INC.  ·  71 quarters on record

AI Ownership Summary

INSIGHT 2811, INC. reported MERCK & CO INC COM COM (MRK) in 71 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2024 Q1. The latest visible filing shows MRK at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGHT 2811, INC.'s position in MERCK & CO INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MRK was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRK stock page INSIGHT 2811, INC. fund profile INSIGHT 2811, INC. full holdings
How INSIGHT 2811, INC. held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 6,410 -123 -1.9% 0.30% $675K 2026-02-14 (Est.) $120.52
2025 Q3 ADDED — — — 6,533 +135 +2.1% 0.24% $548K 2025-11-06 $84.43
2025 Q2 REDUCED 12.3% +0.2% ❌ 6,398 -900 -12.3% 0.24% $506K 2025-08-11 $78.00
2025 Q1 REDUCED — — — 7,298 -310 -4.1% 0.33% $655K 2025-05-12 $77.61
2024 Q4 ADDED — — — 7,608 +105 +1.4% 0.39% $757K 2025-02-11 $82.79
2024 Q3 ADDED — — — 7,503 +35 +0.5% 0.42% $852K 2024-11-06 $95.60
2024 Q2 REDUCED — — — 7,468 -42 -0.6% 0.48% $925K 2024-08-06 $104.79
2024 Q1 ADDED — — — 7,510 +15 +0.2% 0.51% $991K 2024-05-06 $119.55
2023 Q4 REDUCED 5.7% +20.9% ❌ 7,495 -452 -5.7% 0.45% $817K 2024-02-12 $116.72
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MRK

As of 2026 Q1 — sorted by position size

Wallace Advisory Group, LLC 3Y 14.83% Radnor Capital Management, LLC 3Y 7Y 9.25% Clark & Stuart, Inc 8.41% Slocum, Gordon & Co LLP 7.73% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.7% W ADVISORS, LLC 3Y 4.47% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.07% Westend Capital Management, LLC 3Y 7Y 4.06% Trust Co of Kansas 3Y 4.02% Boit C F David 3Y 3.75%

FAQ About INSIGHT 2811, INC. and MRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSIGHT 2811, INC. reported owning MRK?

INSIGHT 2811, INC. reported MRK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MRK position in INSIGHT 2811, INC.'s portfolio?

The largest reported portfolio weight for MRK was 0.51% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q4, when INSIGHT 2811, INC. reported 6,410 shares, equal to 0.30% of portfolio, with an estimated market value of $675K.

What does the chart on this MRK ownership page compare?

The chart compares INSIGHT 2811, INC.'s quarterly MRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INSIGHT 2811, INC. time their MRK position?

Based on 13F filing dates vs. subsequent MRK price moves, INSIGHT 2811, INC. correctly timed 34 out of 61 reported position changes (56%). The annualised alpha on MRK relative to SPY over the holding period was +0.0%.

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