SWM
MRSH

SeaCrest Wealth Management’s Marsh MRSH Stock Holding History

SeaCrest Wealth Management’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 		$261K Sell
1,566
-86
-5% -$14.4K 0.03% 454
2026
Q1 		$287K Sell
1,652
-21
-1% -$3.77K 0.03% 484
2025
Q4 		$306K Buy
1,673
+63
+4% +$11.8K 0.03% 457
2025
Q3 		$330K Sell
1,610
-103
-6% -$21.2K 0.03% 437
2025
Q2 		$375K Sell
1,713
-24
-1% -$5.42K 0.04% 398
2025
Q1 		$424K Sell
1,737
-228
-12% -$51.7K 0.05% 377
2024
Q4 		$417K Buy
1,965
+74
+4% +$16.4K 0.04% 391
2024
Q3 		$422K Buy
1,891
+11
+0.6% +$2.44K 0.05% 386
2024
Q2 		$396K Buy
1,880
+17
+0.9% +$3.49K 0.05% 381
2024
Q1 		$384K Sell
1,863
-123
-6% -$24.5K 0.05% 377
2023
Q4 		$379K Sell
1,986
-24
-1% -$4.64K 0.05% 381
2023
Q3 		$383K Sell
2,010
-30
-1% -$5.75K 0.05% 378
2023
Q2 		$384K Buy
2,040
+3
+0.1% +$532 0.05% 396
2023
Q1 		$339K Buy
2,037
+98
+5% +$16.3K 0.05% 427
2022
Q4 		$321K Buy
1,939
+132
+7% +$21.6K 0.05% 433
2022
Q3 		$270K Sell
1,807
-26
-1% -$4.17K 0.04% 457
2022
Q2 		$285K Sell
1,833
-28
-2% -$4.49K 0.04% 481
2022
Q1 		$317K Hold
1,861
– – 0.04% 491
2021
Q4 		$323K Sell
1,861
-5
-0.3% -$831 0.04% 489
2021
Q3 		$283K Sell
1,866
-66
-3% -$9.98K 0.03% 506
2021
Q2 		$272K Buy
1,932
+135
+8% +$18.1K 0.03% 531
2021
Q1 		$219K Buy
+1,797
New +$207K 0.03% 571
2019
Q2 		– Sell
-1,278
Closed -$120K – 1316
2019
Q1 		$120K Sell
1,278
-11
-0.9% -$973 0.02% 630
2018
Q4 		$103K Sell
1,289
-51
-4% -$4.25K 0.02% 653
2018
Q3 		$111K Buy
1,340
+32
+2% +$2.71K 0.02% 710
2018
Q2 		$107K Buy
1,308
+79
+6% +$6.45K 0.02% 698
2018
Q1 		$102K Sell
1,229
-24
-2% -$1.99K 0.02% 696
2017
Q4 		$102K Buy
+1,253
New +$104K 0.02% 715

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SeaCrest Wealth Management's MRSH Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Marsh (MRSH) stake by 5.2% in Q2 2026, selling an estimated $14.4K and leaving 1,566 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #454.

SeaCrest Wealth Management first reported a position in MRSH in Q4 2017 and has held it in 28 quarters since. The position peaked at $424K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SeaCrest Wealth Management held 1,566 shares of Marsh worth $261K as of Q2 2026.
  • SeaCrest Wealth Management sold 86 Marsh shares in Q2 2026, an estimated $14.4K.
  • Marsh made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #454 holding.
  • SeaCrest Wealth Management first reported a position in Marsh in Q4 2017 and has held it in 28 quarters since.
  • SeaCrest Wealth Management's Marsh position peaked at $424K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.