SFA
MRSH

Sequoia Financial Advisors’s Marsh MRSH Stock Holding History

Sequoia Financial 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
Q2 		$2.51M Sell
15,030
-4,028
-21% -$673K 0.01% 534
2026
Q1 		$3.31M Buy
19,058
+1,973
+12% +$355K 0.02% 429
2025
Q4 		$3.17M Sell
17,085
-702
-4% -$131K 0.02% 437
2025
Q3 		$3.58M Sell
17,787
-166,938
-90% -$34.3M 0.02% 374
2025
Q2 		$40.4M Buy
184,725
+14,285
+8% +$3.22M 0.28% 73
2025
Q1 		$41.6M Buy
170,440
+39,931
+31% +$9.06M 0.32% 67
2024
Q4 		$27.7M Buy
130,509
+15,079
+13% +$3.35M 0.27% 85
2024
Q3 		$25.8M Buy
115,430
+13,405
+13% +$2.98M 0.28% 83
2024
Q2 		$21.5M Buy
102,025
+15,565
+18% +$3.2M 0.26% 89
2024
Q1 		$17.8M Sell
86,460
-4,710
-5% -$939K 0.22% 96
2023
Q4 		$17.3M Buy
91,170
+87,256
+2,229% +$16.9M 0.21% 98
2023
Q3 		$745K Buy
3,914
+191
+5% +$36.6K 0.01% 404
2023
Q2 		$700K Buy
3,723
+289
+8% +$51.3K 0.01% 427
2023
Q1 		$572K Sell
3,434
-44
-1% -$7.33K 0.01% 428
2022
Q4 		$576K Buy
3,478
+1,204
+53% +$197K 0.01% 398
2022
Q3 		$339K Sell
2,274
-190
-8% -$30.5K 0.01% 358
2022
Q2 		$383K Buy
2,464
+361
+17% +$57.9K 0.01% 386
2022
Q1 		$359K Buy
2,103
+906
+76% +$143K 0.01% 438
2021
Q4 		$208K Buy
+1,197
New +$199K 0.01% 547

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

Sequoia Financial Advisors's MRSH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Marsh (MRSH) stake by 21% in Q2 2026, selling an estimated $673K and leaving 15,030 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #534.

Sequoia Financial Advisors first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.6M in Q1 2025. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sequoia Financial Advisors held 15,030 shares of Marsh worth $2.51M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,028 Marsh shares in Q2 2026, an estimated $673K.
  • Marsh made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #534 holding.
  • Sequoia Financial Advisors first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Marsh position peaked at $41.6M in Q1 2025.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.