SGWP
MRSH

Sun Group Wealth Partners’s Marsh MRSH Stock Holding History

Sun Group 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 		$208K Sell
1,246
-354
-22% -$59.2K 0.14% 81
2026
Q1 		$278K Sell
1,600
-138
-8% -$24.8K 0.22% 60
2025
Q4 		$322K Buy
+1,738
New +$325K 0.26% 48

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

Sun Group Wealth Partners's MRSH Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Marsh (MRSH) stake by 22% in Q2 2026, selling an estimated $59.2K and leaving 1,246 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #81.

Sun Group Wealth Partners first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 1,497 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Sun Group Wealth Partners held 1,246 shares of Marsh worth $208K as of Q2 2026.
  • Sun Group Wealth Partners sold 354 Marsh shares in Q2 2026, an estimated $59.2K.
  • Marsh made up 0.14% of Sun Group Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Sun Group Wealth Partners first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Marsh position peaked at $322K in Q4 2025.
  • 1,497 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.