SWP
MRSH

Strategic Wealth Partners’s Marsh MRSH Stock Holding History

Strategic Wealth Partners’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 		$197K Buy
1,134
+4
+0.4% +$719 0.01% 306
2025
Q4 		$210K Sell
1,130
-150
-12% -$28K 0.01% 311
2025
Q3 		$258K Sell
1,280
-1,190
-48% -$245K 0.02% 306
2025
Q2 		$540K Buy
+2,470
New +$558K 0.04% 200
2024
Q4 		$567K Buy
2,453
+420
+21% +$93.2K 0.05% 196
2024
Q3 		$454K Buy
2,033
+147
+8% +$32.6K 0.04% 212
2024
Q2 		$397K Buy
1,886
+200
+12% +$41.1K 0.04% 216
2024
Q1 		$347K Buy
1,686
+113
+7% +$22.5K 0.04% 219
2023
Q4 		$298K Buy
1,573
+61
+4% +$11.8K 0.04% 225
2023
Q3 		$288K Hold
1,512
– – 0.04% 244
2023
Q2 		$284K Sell
1,512
-23
-1% -$4.08K 0.04% 250
2023
Q1 		$256K Sell
1,535
-171
-10% -$28.5K 0.04% 231
2022
Q4 		$282K Sell
1,706
-15
-0.9% -$2.45K 0.05% 216
2022
Q3 		$257K Sell
1,721
-110
-6% -$17.6K 0.05% 235
2022
Q2 		$284K Sell
1,831
-301
-14% -$48.2K 0.06% 202
2022
Q1 		$363K Buy
2,132
+548
+35% +$86.4K 0.07% 197
2021
Q4 		$275K Buy
1,584
+85
+6% +$14.1K 0.05% 237
2021
Q3 		$227K Buy
+1,499
New +$227K 0.07% 220
2019
Q4 		– Sell
-150
Closed -$15K – 357
2019
Q3 		$15K Hold
150
– – 0.08% 124
2019
Q2 		$15K Buy
+150
New +$14.4K 0.01% 412

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Wealth Partners's MRSH Position: Q1 2026 in Review

Strategic Wealth Partners increased its Marsh (MRSH) stake by 0.35% in Q1 2026, buying an estimated $719 and bringing the position to 1,134 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #306.

Strategic Wealth Partners first reported a position in MRSH in Q2 2019 and has held it in 20 quarters since. The position peaked at $567K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Strategic Wealth Partners held 1,134 shares of Marsh worth $197K as of Q1 2026.
  • Strategic Wealth Partners bought 4 Marsh shares in Q1 2026, an estimated $719.
  • Marsh made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #306 holding.
  • Strategic Wealth Partners first reported a position in Marsh in Q2 2019 and has held it in 20 quarters since.
  • Strategic Wealth Partners's Marsh position peaked at $567K in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.