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
Q2 		$5.07M Buy
30,398
+16
+0.1% +$2.67K 0.24% 104
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cyndeo Wealth Partners's MRSH Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Marsh (MRSH) stake by 0.05% in Q2 2026, buying an estimated $2.67K and bringing the position to 30,398 shares worth $5.07M. The position accounts for 0.24% of the portfolio, ranked #104.

Cyndeo Wealth Partners first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.97M in Q3 2023. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Cyndeo Wealth Partners held 30,398 shares of Marsh worth $5.07M as of Q2 2026.
  • Cyndeo Wealth Partners bought 16 Marsh shares in Q2 2026, an estimated $2.67K.
  • Marsh made up 0.24% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Cyndeo Wealth Partners first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Marsh position peaked at $5.97M in Q3 2023.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.