SIM
MRSH

Synergy Investment Management’s Marsh MRSH Stock Holding History

Synergy Investment Management’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 		$244K Buy
1,462
+32
+2% +$5.35K 0.06% 152
2026
Q1 		$248K Buy
1,430
+4
+0.3% +$719 0.08% 119
2025
Q4 		$265K Hold
1,426
– – 0.09% 113
2025
Q3 		$287K Hold
1,426
– – 0.11% 107
2025
Q2 		$312K Hold
1,426
– – 0.19% 64
2025
Q1 		$348K Sell
1,426
-1
-0.1% -$227 0.15% 90
2024
Q4 		$303K Buy
+1,427
New +$317K 0.13% 90

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

Synergy Investment Management's MRSH Position: Q2 2026 in Review

Synergy Investment Management increased its Marsh (MRSH) stake by 2.2% in Q2 2026, buying an estimated $5.35K and bringing the position to 1,462 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #152.

Synergy Investment Management first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Synergy Investment Management held 1,462 shares of Marsh worth $244K as of Q2 2026.
  • Synergy Investment Management bought 32 Marsh shares in Q2 2026, an estimated $5.35K.
  • Marsh made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #152 holding.
  • Synergy Investment Management first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's Marsh position peaked at $348K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.