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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Group Wealth Management's MRSH Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Marsh (MRSH) stake by 16% in Q1 2026, buying an estimated $37.6K and bringing the position to 1,511 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #48.

Sterling Group Wealth Management first reported a position in MRSH in Q4 2022 and has held it in 13 quarters since. The position peaked at $351K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Sterling Group Wealth Management held 1,511 shares of Marsh worth $262K as of Q1 2026.
Sterling Group Wealth Management bought 209 Marsh shares in Q1 2026, an estimated $37.6K.
Marsh made up 0.12% of Sterling Group Wealth Management's portfolio in Q1 2026, its #48 holding.
Sterling Group Wealth Management first reported a position in Marsh in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's Marsh position peaked at $351K in Q3 2024.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.