Spirepoint Private Client’s Marsh MRSH Stock Holding History

Spirepoint Private Client’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	$250K	Sell	1,501 -60	-4%	-$10K	0.02%	303
2026 Q1	$271K	Sell	1,561 -1,487	-49%	-$267K	0.03%	266
2025 Q4	$565K	Sell	3,048 -15	-0.5%	-$2.8K	0.05%	163
2025 Q3	$617K	Buy	3,063 +263	+9%	+$54.1K	0.06%	153
2025 Q2	$612K	Sell	2,800 -4	-0.1%	-$903	0.07%	143
2025 Q1	$684K	Sell	2,804 -4	-0.1%	-$908	0.09%	119
2024 Q4	$596K	Sell	2,808 -5	-0.2%	-$1.11K	0.07%	130
2024 Q3	$628K	Buy	2,813 +5	+0.2%	+$1.11K	0.08%	129
2024 Q2	$592K	Sell	2,808 -250	-8%	-$51.4K	0.08%	128
2024 Q1	$630K	Buy	+3,058	New	+$609K	0.1%	117

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spirepoint Private Client's MRSH Position: Q2 2026 in Review

Spirepoint Private Client reduced its Marsh (MRSH) stake by 3.8% in Q2 2026, selling an estimated $10K and leaving 1,501 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #303.

Spirepoint Private Client first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $684K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Spirepoint Private Client held 1,501 shares of Marsh worth $250K as of Q2 2026.
Spirepoint Private Client sold 60 Marsh shares in Q2 2026, an estimated $10K.
Marsh made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #303 holding.
Spirepoint Private Client first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's Marsh position peaked at $684K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.