AWA
MRSH

Aaron Wealth Advisors’s Marsh MRSH Stock Holding History

Aaron Wealth Advisors’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 		$898K Buy
5,389
+554
+11% +$92.6K 0.05% 273
2026
Q1 		$839K Buy
4,835
+795
+20% +$143K 0.05% 261
2025
Q4 		$750K Buy
4,040
+322
+9% +$60.2K 0.04% 318
2025
Q3 		$749K Buy
3,718
+498
+15% +$102K 0.04% 297
2025
Q2 		$704K Sell
3,220
-68
-2% -$15.4K 0.07% 172
2025
Q1 		$802K Buy
3,288
+239
+8% +$54.2K 0.09% 149
2024
Q4 		$648K Buy
3,049
+124
+4% +$27.5K 0.08% 157
2024
Q3 		$653K Buy
2,925
+185
+7% +$41.1K 0.08% 159
2024
Q2 		$577K Buy
2,740
+556
+25% +$114K 0.08% 155
2024
Q1 		$450K Sell
2,184
-176
-7% -$35.1K 0.06% 165
2023
Q4 		$447K Buy
2,360
+4
+0.2% +$773 0.07% 146
2023
Q3 		$448K Sell
2,356
-143
-6% -$27.4K 0.06% 160
2023
Q2 		$470K Buy
2,499
+201
+9% +$35.7K 0.06% 160
2023
Q1 		$383K Buy
2,298
+465
+25% +$77.5K 0.05% 178
2022
Q4 		$303K Sell
1,833
-768
-30% -$126K 0.04% 192
2022
Q3 		$388K Buy
2,601
+184
+8% +$29.5K 0.07% 140
2022
Q2 		$375K Buy
2,417
+572
+31% +$91.7K 0.09% 125
2022
Q1 		$314K Sell
1,845
-180
-9% -$28.4K 0.07% 154
2021
Q4 		$351K Buy
2,025
+187
+10% +$31.1K 0.1% 126
2021
Q3 		$278K Buy
1,838
+343
+23% +$51.9K 0.08% 130
2021
Q2 		$210K Buy
+1,495
New +$200K 0.07% 149

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

Aaron Wealth Advisors's MRSH Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $92.6K and bringing the position to 5,389 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #273.

Aaron Wealth Advisors first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aaron Wealth Advisors held 5,389 shares of Marsh worth $898K as of Q2 2026.
  • Aaron Wealth Advisors bought 554 Marsh shares in Q2 2026, an estimated $92.6K.
  • Marsh made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Aaron Wealth Advisors first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.