Sterling Wealth Management’s Marsh MRSH Stock Holding History

Sterling 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	$489K	Hold	2,817	–	–	0.13%	64
2025 Q4	$523K	Hold	2,817	–	–	0.15%	57
2025 Q3	$568K	Sell	2,817 -1	-0%	-$206	0.17%	56
2025 Q2	$616K	Buy	+2,818	New	+$636K	0.21%	49
2024 Q4	$598K	Hold	2,813	–	–	0.22%	53
2024 Q3	$628K	Hold	2,813	–	–	0.23%	52
2024 Q2	$593K	Hold	2,813	–	–	0.28%	50
2024 Q1	$579K	Hold	2,813	–	–	0.29%	46
2023 Q4	$533K	Buy	+2,813	New	+$544K	0.3%	45

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 Wealth Management's MRSH Position: Q1 2026 in Review

Sterling Wealth Management held its Marsh (MRSH) position steady in Q1 2026 at 2,817 shares worth $489K. The position accounts for 0.13% of the portfolio, ranked #64.

Sterling Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 9 quarters since. The position peaked at $628K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Sterling Wealth Management held 2,817 shares of Marsh worth $489K as of Q1 2026.
Sterling Wealth Management left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.13% of Sterling Wealth Management's portfolio in Q1 2026, its #64 holding.
Sterling Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Marsh position peaked at $628K in Q3 2024.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.