Sagespring Wealth Partners’s Marsh MRSH Stock Holding History

Sagespring 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	$1.07M	Buy	6,186 +1,220	+25%	+$219K	0.02%	305
2025 Q4	$921K	Sell	4,966 -629	-11%	-$118K	0.02%	325
2025 Q3	$1.13M	Sell	5,595 -207	-4%	-$42.6K	0.02%	284
2025 Q2	$1.27M	Sell	5,802 -283	-5%	-$63.9K	0.03%	240
2025 Q1	$1.48M	Buy	6,085 +835	+16%	+$189K	0.04%	193
2024 Q4	$1.12M	Buy	+5,250	New	+$1.16M	0.03%	202

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Marsh (MRSH) stake by 25% in Q1 2026, buying an estimated $219K and bringing the position to 6,186 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #305.

Sagespring Wealth Partners first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Sagespring Wealth Partners held 6,186 shares of Marsh worth $1.07M as of Q1 2026.
Sagespring Wealth Partners bought 1,220 Marsh shares in Q1 2026, an estimated $219K.
Marsh made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #305 holding.
Sagespring Wealth Partners first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Marsh position peaked at $1.48M in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.