SVWAG
MRSH

Sound View Wealth Advisors Group’s Marsh MRSH Stock Holding History

Sound View Wealth Advisors Group’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 		– Sell
-1,139
Closed -$211K – 431
2025
Q4 		$211K Buy
+1,139
New +$213K 0.01% 399
2025
Q2 		– Sell
-981
Closed -$239K – 428
2025
Q1 		$239K Buy
981
+32
+3% +$7.26K 0.02% 368
2024
Q4 		$202K Buy
+949
New +$211K 0.02% 406

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

Sound View Wealth Advisors Group's MRSH Position: Q1 2026 in Review

Sound View Wealth Advisors Group sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,139 shares — an estimated $211K sold.

Sound View Wealth Advisors Group first reported a position in MRSH in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Sound View Wealth Advisors Group reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,139 Marsh shares in Q1 2026, an estimated $211K.
  • Sound View Wealth Advisors Group first reported a position in Marsh in Q4 2024 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's Marsh position peaked at $239K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.