Sterling Group Wealth Management’s Marsh MRSH Stock Holding History

Sterling Group 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	–	Sell	-1,511	Closed	-$262K	–	66
2026 Q1	$262K	Buy	1,511 +209	+16%	+$37.6K	0.12%	48
2025 Q4	$242K	Hold	1,302	–	–	0.12%	48
2025 Q3	$262K	Hold	1,302	–	–	0.13%	46
2025 Q2	$285K	Sell	1,302 -97	-7%	-$21.9K	0.16%	41
2025 Q1	$341K	Hold	1,399	–	–	0.18%	38
2024 Q4	$297K	Sell	1,399 -176	-11%	-$39K	0.15%	47
2024 Q3	$351K	Hold	1,575	–	–	0.19%	40
2024 Q2	$332K	Buy	+1,575	New	+$324K	0.19%	36
2024 Q1	–	Sell	-1,640	Closed	-$311K	–	28
2023 Q4	$311K	Sell	1,640 -20	-1%	-$3.87K	0.24%	41
2023 Q3	$316K	Hold	1,660	–	–	0.3%	33
2023 Q2	$312K	Sell	1,660 -6	-0.4%	-$1.06K	0.27%	36
2023 Q1	$277K	Hold	1,666	–	–	0.26%	37
2022 Q4	$276K	Buy	+1,666	New	+$272K	0.27%	37

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

Sterling Group Wealth Management's MRSH Position: Q2 2026 in Review

Sterling Group Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,511 shares — an estimated $262K sold.

Sterling Group Wealth Management first reported a position in MRSH in Q4 2022 and held it in 13 quarters. The position peaked at $351K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Sterling Group Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Sterling Group Wealth Management sold 1,511 Marsh shares in Q2 2026, an estimated $262K.
Sterling Group Wealth Management first reported a position in Marsh in Q4 2022 and held it in 13 quarters.
Sterling Group Wealth Management's Marsh position peaked at $351K in Q3 2024.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.