Sageworth Trust’s Marsh MRSH Stock Holding History

Sageworth Trust’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	$656K	Buy	+3,782	New	+$680K	0.03%	96
2025 Q4	–	Sell	-10,405	Closed	-$2.1M	–	220
2025 Q3	$2.1M	Buy	+10,405	New	+$2.14M	0.1%	61
2024 Q3	–	Sell	-3,750	Closed	-$790K	–	121
2024 Q2	$790K	Buy	+3,750	New	+$770K	0.05%	57
2023 Q2	–	Sell	-208	Closed	-$34.6K	–	290
2023 Q1	$34.6K	Sell	208 -15	-7%	-$2.5K	﹤0.01%	160
2022 Q4	$37K	Buy	223 +15	+7%	+$2.45K	﹤0.01%	136
2022 Q3	$31K	Hold	208	–	–	﹤0.01%	136
2022 Q2	$32K	Hold	208	–	–	﹤0.01%	173
2022 Q1	$35K	Hold	208	–	–	﹤0.01%	111
2021 Q4	$36K	Hold	208	–	–	﹤0.01%	130
2021 Q3	$31K	Sell	208 -2,485	-92%	-$376K	﹤0.01%	268
2021 Q2	$379K	Buy	+2,693	New	+$361K	0.03%	81
2021 Q1	–	Sell	-218	Closed	-$26K	–	283
2020 Q4	$26K	Buy	+218	New	+$24.8K	﹤0.01%	147
2020 Q3	–	Sell	-1	Closed	–	–	292
2020 Q2	$0	Buy	+1	New	+$101	﹤0.01%	299

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

Sageworth Trust's MRSH Position: Q1 2026 in Review

Sageworth Trust opened a new position in Marsh (MRSH) in Q1 2026: 3,782 shares worth $656K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in MRSH as recently as Q3 2025.

Sageworth Trust first reported a position in MRSH in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.1M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Sageworth Trust held 3,782 shares of Marsh worth $656K as of Q1 2026.
Marsh was a new Sageworth Trust position in Q1 2026.
Marsh made up 0.03% of Sageworth Trust's portfolio in Q1 2026, its #96 holding.
Sageworth Trust first reported a position in Marsh in Q2 2020 and has held it in 13 quarters since.
Sageworth Trust's Marsh position peaked at $2.1M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.