AWA
MRSH

AGH Wealth Advisors’s Marsh MRSH Stock Holding History

AGH 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
Q1 		$347K Buy
2,002
+247
+14% +$44.4K 0.26% 77
2025
Q4 		$326K Sell
1,755
-74
-4% -$13.8K 0.24% 75
2025
Q3 		$369K Sell
1,829
-7
-0.4% -$1.44K 0.27% 72
2025
Q2 		$401K Buy
1,836
+31
+2% +$7K 0.33% 64
2025
Q1 		$440K Sell
1,805
-67
-4% -$15.2K 0.42% 53
2024
Q4 		$398K Buy
+1,872
New +$415K 0.37% 60

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

AGH Wealth Advisors's MRSH Position: Q1 2026 in Review

AGH Wealth Advisors increased its Marsh (MRSH) stake by 14% in Q1 2026, buying an estimated $44.4K and bringing the position to 2,002 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #77.

AGH Wealth Advisors first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $440K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • AGH Wealth Advisors held 2,002 shares of Marsh worth $347K as of Q1 2026.
  • AGH Wealth Advisors bought 247 Marsh shares in Q1 2026, an estimated $44.4K.
  • Marsh made up 0.26% of AGH Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • AGH Wealth Advisors first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Marsh position peaked at $440K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.