SWM
MRSH

Spire Wealth Management’s Marsh MRSH Stock Holding History

Spire Wealth Management’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 		$17.9K Sell
108
-11,063
-99% -$1.85M ﹤0.01% 1474
2026
Q1 		$1.94M Buy
11,171
+10,340
+1,244% +$1.86M 0.07% 266
2025
Q4 		$154K Sell
831
-8,170
-91% -$1.53M 0.01% 870
2025
Q3 		$1.81M Buy
9,001
+5,852
+186% +$1.2M 0.06% 258
2025
Q2 		$688K Sell
3,149
-12,190
-79% -$2.75M 0.02% 442
2025
Q1 		$3.74M Buy
15,339
+10,778
+236% +$2.45M 0.12% 155
2024
Q4 		$969K Sell
4,561
-7,278
-61% -$1.61M 0.03% 401
2024
Q3 		$2.64M Buy
11,839
+8,446
+249% +$1.87M 0.09% 188
2024
Q2 		$715K Sell
3,393
-829
-20% -$170K 0.03% 414
2024
Q1 		$870K Sell
4,222
-348
-8% -$69.4K 0.02% 403
2023
Q4 		$910K Buy
4,570
+914
+25% +$177K 0.03% 386
2023
Q3 		$696K Buy
3,656
+2,558
+233% +$490K 0.03% 407
2023
Q2 		$207K Sell
1,098
-42
-4% -$7.45K 0.01% 708
2023
Q1 		$190K Buy
1,140
+88
+8% +$14.7K 0.01% 741
2022
Q4 		$174K Buy
1,052
+115
+12% +$18.8K 0.01% 590
2022
Q3 		$140K Sell
937
-29
-3% -$4.65K 0.01% 613
2022
Q2 		$150K Sell
966
-542
-36% -$86.9K 0.01% 865
2022
Q1 		$257K Sell
1,508
-315
-17% -$49.7K 0.01% 782
2021
Q4 		$317K Buy
1,823
+445
+32% +$73.9K 0.01% 884
2021
Q3 		$209K Buy
1,378
+36
+3% +$5.45K 0.01% 900
2021
Q2 		$189K Sell
1,342
-511
-28% -$68.5K 0.01% 957
2021
Q1 		$225K Buy
+1,853
New +$213K 0.01% 1013

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

Spire Wealth Management's MRSH Position: Q2 2026 in Review

Spire Wealth Management reduced its Marsh (MRSH) stake by 99% in Q2 2026, selling an estimated $1.85M and leaving 108 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Spire Wealth Management first reported a position in MRSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.74M in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Spire Wealth Management held 108 shares of Marsh worth $17.9K as of Q2 2026.
  • Spire Wealth Management sold 11,063 Marsh shares in Q2 2026, an estimated $1.85M.
  • Marsh made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1474 holding.
  • Spire Wealth Management first reported a position in Marsh in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Marsh position peaked at $3.74M in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.