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
Q2 		$187K Sell
1,122
-12
-1% -$2.01K 0.01% 322
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Wealth Partners's MRSH Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Marsh (MRSH) stake by 1.1% in Q2 2026, selling an estimated $2.01K and leaving 1,122 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #322.

Strategic Wealth Partners first reported a position in MRSH in Q2 2019 and has held it in 21 quarters since. The position peaked at $567K in Q4 2024. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Strategic Wealth Partners held 1,122 shares of Marsh worth $187K as of Q2 2026.
  • Strategic Wealth Partners sold 12 Marsh shares in Q2 2026, an estimated $2.01K.
  • Marsh made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Strategic Wealth Partners first reported a position in Marsh in Q2 2019 and has held it in 21 quarters since.
  • Strategic Wealth Partners's Marsh position peaked at $567K in Q4 2024.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.