SFS
MRSH

Sowell Financial Services’s Marsh MRSH Stock Holding History

Sowell Financial Services’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 		$412K Sell
2,474
-1,510
-38% -$252K 0.01% 735
2026
Q1 		$691K Buy
3,984
+179
+5% +$32.2K 0.03% 531
2025
Q4 		$706K Sell
3,805
-668
-15% -$125K 0.03% 534
2025
Q3 		$901K Sell
4,473
-195
-4% -$40.1K 0.03% 454
2025
Q2 		$1.02M Buy
4,668
+664
+17% +$150K 0.04% 403
2025
Q1 		$977K Buy
+4,004
New +$908K 0.04% 392
2023
Q3 		– Sell
-12,070
Closed -$2.27M – 569
2023
Q2 		$2.27M Buy
12,070
+7,211
+148% +$1.28M 0.13% 186
2023
Q1 		$809K Sell
4,859
-9,979
-67% -$1.66M 0.06% 336
2022
Q4 		$2.46M Sell
14,838
-424
-3% -$69.3K 0.16% 154
2022
Q3 		$2.28M Buy
15,262
+1,144
+8% +$184K 0.23% 117
2022
Q2 		$2.19M Buy
+14,118
New +$2.26M 0.2% 100
2021
Q3 		– Sell
-10,217
Closed -$1.44M – 528
2021
Q2 		$1.44M Buy
10,217
+28
+0.3% +$3.75K 0.1% 240
2021
Q1 		$1.4M Buy
10,189
+404
+4% +$46.5K 0.05% 322
2020
Q4 		$1.15M Buy
9,785
+885
+10% +$101K 0.05% 298
2020
Q3 		$1.02M Sell
8,900
-3,302
-27% -$378K 0.05% 293
2020
Q2 		$1.31M Sell
12,202
-10,574
-46% -$1.07M 0.07% 229
2020
Q1 		$1.97M Buy
22,776
+6,087
+36% +$649K 0.15% 161
2019
Q4 		$1.86M Sell
16,689
-2,822
-14% -$295K 0.14% 158
2019
Q3 		$1.95M Buy
+19,511
New +$1.95M 0.16% 136
2017
Q1 		– Sell
-598
Closed -$43K – 450
2016
Q4 		$43K Buy
+598
New +$40.1K 0.01% 356

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

Sowell Financial Services's MRSH Position: Q2 2026 in Review

Sowell Financial Services reduced its Marsh (MRSH) stake by 38% in Q2 2026, selling an estimated $252K and leaving 2,474 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #735.

Sowell Financial Services first reported a position in MRSH in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.46M in Q4 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sowell Financial Services held 2,474 shares of Marsh worth $412K as of Q2 2026.
  • Sowell Financial Services sold 1,510 Marsh shares in Q2 2026, an estimated $252K.
  • Marsh made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #735 holding.
  • Sowell Financial Services first reported a position in Marsh in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's Marsh position peaked at $2.46M in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.