SWP
MRSH

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
Q2 		$764K Sell
4,585
-1,601
-26% -$268K 0.01% 415
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
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

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

Sagespring Wealth Partners reduced its Marsh (MRSH) stake by 26% in Q2 2026, selling an estimated $268K and leaving 4,585 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #415.

Sagespring Wealth Partners first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sagespring Wealth Partners held 4,585 shares of Marsh worth $764K as of Q2 2026.
  • Sagespring Wealth Partners sold 1,601 Marsh shares in Q2 2026, an estimated $268K.
  • Marsh made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Sagespring Wealth Partners first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Marsh position peaked at $1.48M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.