SWM
MRSH

Sendero Wealth Management’s Marsh MRSH Stock Holding History

Sendero 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 		$4.82M Buy
28,905
+27,521
+1,989% +$4.6M 0.48% 40
2026
Q1 		$240K Buy
+1,384
New +$249K 0.03% 191

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

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

Sendero Wealth Management increased its Marsh (MRSH) stake by 1,989% in Q2 2026, buying an estimated $4.6M and bringing the position to 28,905 shares worth $4.82M. The position accounts for 0.48% of the portfolio, ranked #40.

Sendero Wealth Management first reported a position in MRSH in Q1 2026 and has held it in 2 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sendero Wealth Management held 28,905 shares of Marsh worth $4.82M as of Q2 2026.
  • Sendero Wealth Management bought 27,521 Marsh shares in Q2 2026, an estimated $4.6M.
  • Marsh made up 0.48% of Sendero Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Sendero Wealth Management first reported a position in Marsh in Q1 2026 and has held it in 2 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.