SAI
MRSH

Savvy Advisors Inc’s Marsh MRSH Stock Holding History

Savvy Advisors Inc’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 		$471K Buy
2,717
+221
+9% +$39.7K 0.01% 698
2025
Q4 		$463K Buy
2,496
+675
+37% +$126K 0.02% 598
2025
Q3 		$367K Sell
1,821
-217
-11% -$44.6K 0.02% 548
2025
Q2 		$446K Buy
2,038
+437
+27% +$98.7K 0.03% 381
2025
Q1 		$391K Buy
1,601
+34
+2% +$7.71K 0.04% 335
2024
Q4 		$333K Sell
1,567
-1,395
-47% -$309K 0.04% 321
2024
Q3 		$661K Buy
2,962
+1,801
+155% +$400K 0.13% 154
2024
Q2 		$245K Buy
+1,161
New +$238K 0.08% 245

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

Savvy Advisors Inc's MRSH Position: Q1 2026 in Review

Savvy Advisors Inc increased its Marsh (MRSH) stake by 8.9% in Q1 2026, buying an estimated $39.7K and bringing the position to 2,717 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #698.

Savvy Advisors Inc first reported a position in MRSH in Q2 2024 and has held it in 8 quarters since. The position peaked at $661K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Savvy Advisors Inc held 2,717 shares of Marsh worth $471K as of Q1 2026.
  • Savvy Advisors Inc bought 221 Marsh shares in Q1 2026, an estimated $39.7K.
  • Marsh made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #698 holding.
  • Savvy Advisors Inc first reported a position in Marsh in Q2 2024 and has held it in 8 quarters since.
  • Savvy Advisors Inc's Marsh position peaked at $661K in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.