SWA
MRSH

Stratos Wealth Advisors’s Marsh MRSH Stock Holding History

Stratos Wealth Advisors’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 		– Sell
-1,219
Closed -$226K – 655
2025
Q4 		$226K Sell
1,219
-48
-4% -$8.97K 0.01% 603
2025
Q3 		$255K Sell
1,267
-495
-28% -$102K 0.01% 592
2025
Q2 		$385K Sell
1,762
-6
-0.3% -$1.35K 0.02% 496
2025
Q1 		$432K Buy
1,768
+83
+5% +$18.8K 0.02% 466
2024
Q4 		$358K Buy
1,685
+397
+31% +$88.1K 0.02% 551
2024
Q3 		$287K Hold
1,288
– – 0.01% 615
2024
Q2 		$272K Buy
+1,288
New +$265K 0.01% 593
2024
Q1 		– Sell
-1,984
Closed -$376K – 707
2023
Q4 		$376K Sell
1,984
-12
-0.6% -$2.32K 0.02% 510
2023
Q3 		$380K Sell
1,996
-836
-30% -$160K 0.03% 477
2023
Q2 		$533K Sell
2,832
-15
-0.5% -$2.66K 0.04% 423
2023
Q1 		$474K Buy
2,847
+171
+6% +$28.5K 0.04% 427
2022
Q4 		$443K Buy
2,676
+168
+7% +$27.5K 0.04% 424
2022
Q3 		$375K Sell
2,508
-373
-13% -$59.8K 0.04% 394
2022
Q2 		$447K Buy
2,881
+178
+7% +$28.5K 0.04% 381
2022
Q1 		$461K Buy
2,703
+482
+22% +$76K 0.04% 387
2021
Q4 		$386K Buy
2,221
+9
+0.4% +$1.5K 0.03% 425
2021
Q3 		$335K Sell
2,212
-1,124
-34% -$170K 0.03% 414
2021
Q2 		$469K Buy
3,336
+1,538
+86% +$206K 0.04% 365
2021
Q1 		$219K Sell
1,798
-710
-28% -$81.8K 0.02% 451
2020
Q4 		$293K Buy
+2,508
New +$285K 0.04% 321

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

Stratos Wealth Advisors's MRSH Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,219 shares — an estimated $226K sold.

Stratos Wealth Advisors first reported a position in MRSH in Q4 2020 and held it in 20 quarters. The position peaked at $533K in Q2 2023. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,219 Marsh shares in Q1 2026, an estimated $226K.
  • Stratos Wealth Advisors first reported a position in Marsh in Q4 2020 and held it in 20 quarters.
  • Stratos Wealth Advisors's Marsh position peaked at $533K in Q2 2023.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.