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
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 $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

SYM Financial Corp's MRSH Position: Q1 2026 in Review

SYM Financial Corp increased its Marsh (MRSH) stake by 27% in Q1 2026, buying an estimated $68.1K and bringing the position to 1,789 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #215.

SYM Financial Corp first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • SYM Financial Corp held 1,789 shares of Marsh worth $310K as of Q1 2026.
  • SYM Financial Corp bought 379 Marsh shares in Q1 2026, an estimated $68.1K.
  • Marsh made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #215 holding.
  • SYM Financial Corp first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.