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 Q2	–	Sell	-3,782	Closed	-$656K	–	162
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sageworth Trust's MRSH Position: Q2 2026 in Review

Sageworth Trust sold out of Marsh (MRSH) in Q2 2026, closing a stake of 3,782 shares — an estimated $656K sold.

Sageworth Trust first reported a position in MRSH in Q2 2020 and held it in 13 quarters. The position peaked at $2.1M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Sageworth Trust reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 3,782 Marsh shares in Q2 2026, an estimated $656K.
Sageworth Trust first reported a position in Marsh in Q2 2020 and held it in 13 quarters.
Sageworth Trust's Marsh position peaked at $2.1M in Q3 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.