SWM
MRSH

SHP Wealth Management’s Marsh MRSH Stock Holding History

SHP 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
Q1 		$34.8K Buy
200
+62
+45% +$11.1K ﹤0.01% 578
2025
Q4 		$25.7K Buy
+138
New +$25.8K ﹤0.01% 628

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

SHP Wealth Management's MRSH Position: Q1 2026 in Review

SHP Wealth Management increased its Marsh (MRSH) stake by 45% in Q1 2026, buying an estimated $11.1K and bringing the position to 200 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

SHP Wealth Management first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,540 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • SHP Wealth Management held 200 shares of Marsh worth $34.8K as of Q1 2026.
  • SHP Wealth Management bought 62 Marsh shares in Q1 2026, an estimated $11.1K.
  • Marsh made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #578 holding.
  • SHP Wealth Management first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,540 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.