SIS
MRSH

Sound Income Strategies’s Marsh MRSH Stock Holding History

Sound Income Strategies’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 		– Sell
-326
Closed -$56.1K – 1641
2026
Q1 		$56.1K Sell
326
-7
-2% -$1.26K ﹤0.01% 781
2025
Q4 		$60.7K Buy
333
+10
+3% +$1.87K ﹤0.01% 723
2025
Q3 		$66.6K Sell
323
-33
-9% -$6.79K ﹤0.01% 497
2025
Q2 		$77.8K Buy
356
+329
+1,219% +$74.3K ﹤0.01% 430
2025
Q1 		$6.59K Sell
27
-2
-7% -$454 ﹤0.01% 1003
2024
Q4 		$6.24K Sell
29
-48
-62% -$10.6K ﹤0.01% 947
2024
Q3 		$17.2K Buy
77
+2
+3% +$444 ﹤0.01% 674
2024
Q2 		$15.8K Buy
75
+9
+14% +$1.85K ﹤0.01% 681
2024
Q1 		$13.6K Hold
66
– – ﹤0.01% 674
2023
Q4 		$12.4K Buy
66
+48
+267% +$9.28K ﹤0.01% 691
2023
Q3 		$3.42K Hold
18
– – ﹤0.01% 821
2023
Q2 		$3.38K Sell
18
-179
-91% -$31.8K ﹤0.01% 809
2023
Q1 		$32.8K Hold
197
– – ﹤0.01% 342
2022
Q4 		$32.6K Hold
197
– – ﹤0.01% 316
2022
Q3 		$29K Sell
197
-3
-2% -$481 ﹤0.01% 306
2022
Q2 		$31K Hold
200
– – ﹤0.01% 287
2022
Q1 		$34K Buy
200
+3
+2% +$473 ﹤0.01% 279
2021
Q4 		$34K Buy
197
+18
+10% +$2.99K ﹤0.01% 286
2021
Q3 		$27K Buy
+179
New +$27.1K ﹤0.01% 300

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sound Income Strategies's MRSH Position: Q2 2026 in Review

Sound Income Strategies sold out of Marsh (MRSH) in Q2 2026, closing a stake of 326 shares — an estimated $56.1K sold.

Sound Income Strategies first reported a position in MRSH in Q3 2021 and held it in 19 quarters. The position peaked at $77.8K in Q2 2025. 1,101 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sound Income Strategies reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 326 Marsh shares in Q2 2026, an estimated $56.1K.
  • Sound Income Strategies first reported a position in Marsh in Q3 2021 and held it in 19 quarters.
  • Sound Income Strategies's Marsh position peaked at $77.8K in Q2 2025.
  • 1,101 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.