AIM
MRSH

Advyzon Investment Management’s Marsh MRSH Stock Holding History

Advyzon 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 		$1.02M Buy
6,103
+937
+18% +$157K 0.07% 256
2026
Q1 		$896K Buy
5,166
+1,796
+53% +$323K 0.08% 253
2025
Q4 		$625K Buy
3,370
+660
+24% +$123K 0.07% 263
2025
Q3 		$546K Buy
2,710
+220
+9% +$45.2K 0.09% 210
2025
Q2 		$544K Buy
2,490
+106
+4% +$23.9K 0.12% 160
2025
Q1 		$582K Buy
2,384
+1,256
+111% +$285K 0.21% 95
2024
Q4 		$240K Buy
+1,128
New +$250K 0.09% 199

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

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

Advyzon Investment Management increased its Marsh (MRSH) stake by 18% in Q2 2026, buying an estimated $157K and bringing the position to 6,103 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #256.

Advyzon Investment Management first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Advyzon Investment Management held 6,103 shares of Marsh worth $1.02M as of Q2 2026.
  • Advyzon Investment Management bought 937 Marsh shares in Q2 2026, an estimated $157K.
  • Marsh made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #256 holding.
  • Advyzon Investment Management first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

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