SF
MRSH

Sun Financial’s Marsh MRSH Stock Holding History

Sun Financial’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 		$372K Sell
1,952
-99
-5% -$16.5K 0.18% 108
2026
Q1 		$328K Sell
2,051
-125
-6% -$22.5K 0.16% 119
2025
Q4 		$404K Buy
+2,176
New +$407K 0.23% 101

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 $3.38T AUM 44.17% 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

Sun Financial's MRSH Position: Q2 2026 in Review

Sun Financial reduced its Marsh (MRSH) stake by 4.8% in Q2 2026, selling an estimated $16.5K and leaving 1,952 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #108.

Sun Financial first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $404K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sun Financial held 1,952 shares of Marsh worth $372K as of Q2 2026.
  • Sun Financial sold 99 Marsh shares in Q2 2026, an estimated $16.5K.
  • Marsh made up 0.18% of Sun Financial's portfolio in Q2 2026, its #108 holding.
  • Sun Financial first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Marsh position peaked at $404K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.