SFC
MRSH

SYM Financial Corp’s Marsh MRSH Stock Holding History

SYM Financial Corp’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 		$231K Sell
1,387
-402
-22% -$67.2K 0.02% 327
2026
Q1 		$310K Buy
1,789
+379
+27% +$68.1K 0.03% 215
2025
Q4 		$262K Buy
1,410
+401
+40% +$75K 0.03% 262
2025
Q3 		$203K Buy
+1,009
New +$208K 0.02% 316

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

SYM Financial Corp's MRSH Position: Q2 2026 in Review

SYM Financial Corp reduced its Marsh (MRSH) stake by 22% in Q2 2026, selling an estimated $67.2K and leaving 1,387 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #327.

SYM Financial Corp first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q1 2026. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • SYM Financial Corp held 1,387 shares of Marsh worth $231K as of Q2 2026.
  • SYM Financial Corp sold 402 Marsh shares in Q2 2026, an estimated $67.2K.
  • Marsh made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #327 holding.
  • SYM Financial Corp first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Marsh position peaked at $310K in Q1 2026.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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