SS
MRSH

Sunbelt Securities’s Marsh MRSH Stock Holding History

Sunbelt Securities’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 		$4.34K Sell
25
-16
-39% -$2.88K ﹤0.01% 1720
2025
Q4 		$7.61K Buy
41
+16
+64% +$2.99K ﹤0.01% 1512
2025
Q3 		$5.04K Sell
25
-93
-79% -$19.1K ﹤0.01% 1629
2025
Q2 		$25.1K Sell
118
-4
-3% -$903 ﹤0.01% 1110
2025
Q1 		$29.8K Buy
122
+4
+3% +$908 ﹤0.01% 1024
2024
Q4 		$25K Hold
118
– – ﹤0.01% 1108
2024
Q3 		$26.3K Sell
118
-14
-11% -$3.11K ﹤0.01% 1096
2024
Q2 		$27.8K Hold
132
– – ﹤0.01% 1039
2024
Q1 		$27.2K Hold
132
– – ﹤0.01% 1023
2023
Q4 		$25K Hold
132
– – ﹤0.01% 974
2023
Q3 		$25.1K Hold
132
– – ﹤0.01% 953
2023
Q2 		$24.8K Hold
132
– – ﹤0.01% 964
2023
Q1 		$21.8K Buy
+132
New +$22K ﹤0.01% 938

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

Sunbelt Securities's MRSH Position: Q1 2026 in Review

Sunbelt Securities reduced its Marsh (MRSH) stake by 39% in Q1 2026, selling an estimated $2.88K and leaving 25 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Sunbelt Securities first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.8K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Sunbelt Securities held 25 shares of Marsh worth $4.34K as of Q1 2026.
  • Sunbelt Securities sold 16 Marsh shares in Q1 2026, an estimated $2.88K.
  • Marsh made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1720 holding.
  • Sunbelt Securities first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Marsh position peaked at $29.8K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.