SVWA
MRSH

Sarver Vrooman Wealth Advisors’s Marsh MRSH Stock Holding History

Sarver Vrooman Wealth Advisors’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 		– Sell
-262
Closed -$48.6K – 140
2025
Q4 		$48.6K Sell
262
-7
-3% -$1.31K 0.03% 65
2025
Q3 		$54.2K Hold
269
– – 0.03% 77
2025
Q2 		$58.8K Hold
269
– – 0.04% 72
2025
Q1 		$65.6K Buy
+269
New +$61K 0.04% 61

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MRSH Position: Q1 2026 in Review

Sarver Vrooman Wealth Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 262 shares — an estimated $48.6K sold.

Sarver Vrooman Wealth Advisors first reported a position in MRSH in Q1 2025 and held it in 4 quarters. The position peaked at $65.6K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Sarver Vrooman Wealth Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Sarver Vrooman Wealth Advisors sold 262 Marsh shares in Q1 2026, an estimated $48.6K.
  • Sarver Vrooman Wealth Advisors first reported a position in Marsh in Q1 2025 and held it in 4 quarters.
  • Sarver Vrooman Wealth Advisors's Marsh position peaked at $65.6K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.