SP
MRSH

SmartHarvest Portfolios’s Marsh MRSH Stock Holding History

SmartHarvest Portfolios’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 		$212K Buy
+1,275
New +$213K 0.07% 354
2026
Q1 		– Sell
-1,484
Closed -$275K – 420
2025
Q4 		$275K Buy
+1,484
New +$277K 0.1% 239

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

SmartHarvest Portfolios's MRSH Position: Q2 2026 in Review

SmartHarvest Portfolios opened a new position in Marsh (MRSH) in Q2 2026: 1,275 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #354 among its holdings. This is a return to the name: SmartHarvest Portfolios previously reported a position in MRSH as recently as Q4 2025.

SmartHarvest Portfolios first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $275K in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SmartHarvest Portfolios held 1,275 shares of Marsh worth $212K as of Q2 2026.
  • Marsh was a new SmartHarvest Portfolios position in Q2 2026.
  • Marsh made up 0.07% of SmartHarvest Portfolios's portfolio in Q2 2026, its #354 holding.
  • SmartHarvest Portfolios first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • SmartHarvest Portfolios's Marsh position peaked at $275K in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.