Strategic Wealth Investment Group’s Marsh MRSH Stock Holding History

Strategic Wealth Investment Group’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	-54,575	Closed	-$9.47M	–	108
2026 Q1	$9.47M	Buy	54,575 +1,156	+2%	+$208K	1.2%	37
2025 Q4	$9.91M	Sell	53,419 -22,617	-30%	-$4.23M	1.22%	31
2025 Q3	$15.3M	Buy	76,036 +70,411	+1,252%	+$14.5M	1.29%	30
2025 Q2	$1.23M	Buy	5,625 +364	+7%	+$82.2K	1.78%	20
2025 Q1	$1.28M	Sell	5,261 -53,867	-91%	-$12.2M	2.23%	15
2024 Q4	$12.6M	Sell	59,128 -625	-1%	-$139K	1.39%	21
2024 Q3	$13.3M	Buy	59,753 +25,211	+73%	+$5.6M	1.43%	21
2024 Q2	$7.26M	Buy	+34,542	New	+$7.1M	0.92%	34
2023 Q4	$520K	Buy	+2,742	New	+$530K	0.08%	81

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

Strategic Wealth Investment Group's MRSH Position: Q2 2026 in Review

Strategic Wealth Investment Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 54,575 shares — an estimated $9.47M sold.

Strategic Wealth Investment Group first reported a position in MRSH in Q4 2023 and held it in 9 quarters. The position peaked at $15.3M in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Strategic Wealth Investment Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Investment Group sold 54,575 Marsh shares in Q2 2026, an estimated $9.47M.
Strategic Wealth Investment Group first reported a position in Marsh in Q4 2023 and held it in 9 quarters.
Strategic Wealth Investment Group's Marsh position peaked at $15.3M in Q3 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.