SW
MRSH

Simplicity Wealth’s Marsh MRSH Stock Holding History

Simplicity Wealth’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 		$1.08M Buy
6,227
+308
+5% +$55.4K 0.06% 280
2025
Q4 		$1.1M Sell
5,919
-736
-11% -$138K 0.07% 259
2025
Q3 		$1.34M Sell
6,655
-6,976
-51% -$1.43M 0.08% 246
2025
Q2 		$2.98M Buy
13,631
+6,502
+91% +$1.47M 0.12% 165
2025
Q1 		$1.74M Buy
7,129
+5,703
+400% +$1.29M 0.14% 170
2024
Q4 		$303K Buy
1,426
+239
+20% +$53K 0.06% 237
2024
Q3 		$265K Sell
1,187
-30,026
-96% -$6.67M 0.02% 406
2024
Q2 		$6.58M Buy
31,213
+1,043
+3% +$214K 0.15% 145
2024
Q1 		$6.21M Buy
+30,170
New +$6.01M 0.15% 140

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

Simplicity Wealth's MRSH Position: Q1 2026 in Review

Simplicity Wealth increased its Marsh (MRSH) stake by 5.2% in Q1 2026, buying an estimated $55.4K and bringing the position to 6,227 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #280.

Simplicity Wealth first reported a position in MRSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.58M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Simplicity Wealth held 6,227 shares of Marsh worth $1.08M as of Q1 2026.
  • Simplicity Wealth bought 308 Marsh shares in Q1 2026, an estimated $55.4K.
  • Marsh made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #280 holding.
  • Simplicity Wealth first reported a position in Marsh in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Marsh position peaked at $6.58M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.