SMA
MRSH

Sage Mountain Advisors’s Marsh MRSH Stock Holding History

Sage Mountain Advisors’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 		– Sell
-4,436
Closed -$823K – 460
2025
Q4 		$823K Buy
4,436
+663
+18% +$124K 0.04% 191
2025
Q3 		$760K Sell
3,773
-576
-13% -$118K 0.04% 201
2025
Q2 		$951K Buy
4,349
+14
+0.3% +$3.16K 0.06% 146
2025
Q1 		$1.06M Buy
4,335
+874
+25% +$198K 0.08% 111
2024
Q4 		$735K Sell
3,461
-209
-6% -$46.4K 0.05% 158
2024
Q3 		$819K Buy
3,670
+163
+5% +$36.2K 0.07% 134
2024
Q2 		$739K Buy
3,507
+482
+16% +$99K 0.07% 128
2024
Q1 		$623K Sell
3,025
-77
-2% -$15.3K 0.06% 129
2023
Q4 		$588K Buy
3,102
+529
+21% +$102K 0.07% 120
2023
Q3 		$490K Buy
2,573
+72
+3% +$13.8K 0.07% 116
2023
Q2 		$470K Buy
2,501
+89
+4% +$15.8K 0.07% 119
2023
Q1 		$402K Buy
2,412
+980
+68% +$163K 0.06% 124
2022
Q4 		$237K Buy
+1,432
New +$234K 0.05% 140
2022
Q2 		– Sell
-1,398
Closed -$238K – 631
2022
Q1 		$238K Sell
1,398
-74
-5% -$11.7K 0.04% 427
2021
Q4 		$256K Buy
1,472
+124
+9% +$20.6K 0.03% 472
2021
Q3 		$204K Buy
+1,348
New +$204K 0.03% 435

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

Sage Mountain Advisors's MRSH Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 4,436 shares — an estimated $823K sold.

Sage Mountain Advisors first reported a position in MRSH in Q3 2021 and held it in 16 quarters. The position peaked at $1.06M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,436 Marsh shares in Q1 2026, an estimated $823K.
  • Sage Mountain Advisors first reported a position in Marsh in Q3 2021 and held it in 16 quarters.
  • Sage Mountain Advisors's Marsh position peaked at $1.06M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.