Symphony Financial’s Marsh MRSH Stock Holding History

Symphony 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	–	Sell	-1,752	Closed	-$304K	–	382
2026 Q1	$304K	Buy	+1,752	New	+$315K	0.04%	229

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Symphony Financial's MRSH Position: Q2 2026 in Review

Symphony Financial sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,752 shares — an estimated $304K sold.

Symphony Financial first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Symphony Financial reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Symphony Financial sold 1,752 Marsh shares in Q2 2026, an estimated $304K.
Symphony Financial first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
Symphony Financial's Marsh position peaked at $304K in Q1 2026.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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