SWASL
MRSH

Spartan Wealth Advisory Services LLC’s Marsh MRSH Stock Holding History

Spartan Wealth Advisory Services LLC’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
-1,222
Closed -$212K – 330
2026
Q1 		$212K Buy
+1,222
New +$220K 0.02% 297

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MRSH Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,222 shares — an estimated $212K sold.

Spartan Wealth Advisory Services LLC first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 1,420 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 1,222 Marsh shares in Q2 2026, an estimated $212K.
  • Spartan Wealth Advisory Services LLC first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's Marsh position peaked at $212K in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.