SAG
MRSH

SageView Advisory Group’s Marsh MRSH Stock Holding History

SageView Advisory Group’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 		– Sell
-1,706
Closed -$296K – 629
2026
Q1 		$296K Sell
1,706
-152
-8% -$27.3K 0.01% 478
2025
Q4 		$345K Sell
1,858
-70
-4% -$13.1K 0.01% 444
2025
Q3 		$389K Buy
1,928
+738
+62% +$152K 0.01% 437
2025
Q2 		$246K Sell
1,190
-56
-4% -$12.6K 0.01% 547
2025
Q1 		$304K Buy
1,246
+16
+1% +$3.63K 0.01% 468
2024
Q4 		$261K Sell
1,230
-46
-4% -$10.2K 0.01% 497
2024
Q3 		$285K Sell
1,276
-3,356
-72% -$745K 0.01% 410
2024
Q2 		$976K Buy
+4,632
New +$952K 0.05% 226
2024
Q1 		– Sell
-5,025
Closed -$970K – 670
2023
Q4 		$970K Buy
5,025
+3,778
+303% +$730K 0.04% 258
2023
Q3 		$237K Buy
1,247
+100
+9% +$19.2K 0.01% 479
2023
Q2 		$216K Buy
+1,147
New +$204K 0.01% 516

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

SageView Advisory Group's MRSH Position: Q2 2026 in Review

SageView Advisory Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,706 shares — an estimated $296K sold.

SageView Advisory Group first reported a position in MRSH in Q2 2023 and held it in 11 quarters. The position peaked at $976K in Q2 2024. 980 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SageView Advisory Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,706 Marsh shares in Q2 2026, an estimated $296K.
  • SageView Advisory Group first reported a position in Marsh in Q2 2023 and held it in 11 quarters.
  • SageView Advisory Group's Marsh position peaked at $976K in Q2 2024.
  • 980 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.