SFG
MRSH

Strive Financial Group’s Marsh MRSH Stock Holding History

Strive Financial 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 		$3.33K Hold
20
– – ﹤0.01% 589
2026
Q1 		$3K Hold
20
– – ﹤0.01% 597
2025
Q4 		$3.71K Buy
+20
New +$3.74K ﹤0.01% 509

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

Strive Financial Group's MRSH Position: Q2 2026 in Review

Strive Financial Group held its Marsh (MRSH) position steady in Q2 2026 at 20 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Strive Financial Group first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.71K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Strive Financial Group held 20 shares of Marsh worth $3.33K as of Q2 2026.
  • Strive Financial Group left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #589 holding.
  • Strive Financial Group first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Marsh position peaked at $3.71K in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.