CWP
MRSH

Cyndeo Wealth Partners’s Marsh MRSH Stock Holding History

Cyndeo Wealth Partners’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Buy
30,382
+11,957
+65% +$2.15M 0.28% 93
2025
Q4 		$3.42M Sell
18,425
-533
-3% -$99.6K 0.18% 122
2025
Q3 		$3.82M Buy
18,958
+343
+2% +$70.5K 0.21% 114
2025
Q2 		$4.07M Buy
18,615
+2,566
+16% +$579K 0.24% 108
2025
Q1 		$3.92M Sell
16,049
-2,773
-15% -$629K 0.26% 105
2024
Q4 		$4M Buy
18,822
+609
+3% +$135K 0.27% 100
2024
Q3 		$4.06M Sell
18,213
-7,949
-30% -$1.76M 0.28% 100
2024
Q2 		$5.51M Buy
26,162
+512
+2% +$105K 0.43% 68
2024
Q1 		$5.28M Buy
25,650
+83
+0.3% +$16.5K 0.44% 74
2023
Q4 		$4.84M Sell
25,567
-5,816
-19% -$1.12M 0.45% 73
2023
Q3 		$5.97M Buy
31,383
+3,537
+13% +$678K 0.62% 47
2023
Q2 		$5.24M Sell
27,846
-2,885
-9% -$512K 0.55% 53
2023
Q1 		$5.12M Buy
30,731
+236
+0.8% +$39.3K 0.55% 53
2022
Q4 		$5.05M Buy
+30,495
New +$4.99M 0.59% 54

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cyndeo Wealth Partners's MRSH Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Marsh (MRSH) stake by 65% in Q1 2026, buying an estimated $2.15M and bringing the position to 30,382 shares worth $5.27M. The position accounts for 0.28% of the portfolio, ranked #93.

Cyndeo Wealth Partners first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.97M in Q3 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Cyndeo Wealth Partners held 30,382 shares of Marsh worth $5.27M as of Q1 2026.
  • Cyndeo Wealth Partners bought 11,957 Marsh shares in Q1 2026, an estimated $2.15M.
  • Marsh made up 0.28% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Cyndeo Wealth Partners first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Marsh position peaked at $5.97M in Q3 2023.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.