AGH Wealth Advisors
MRSH icon

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
Q3 		– Sell
-1,287
Closed -$215K – 134
2026
Q2 		$215K Sell
1,287
-715
-36% -$120K 0.14% 122
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

AGH Wealth Advisors's MRSH Position: Q3 2026 in Review

AGH Wealth Advisors sold out of Marsh (MRSH) in Q3 2026, closing a stake of 1,287 shares — an estimated $215K sold.

AGH Wealth Advisors first reported a position in MRSH in Q4 2024 and held it in 7 quarters. The position peaked at $440K in Q1 2025. 1,296 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • AGH Wealth Advisors reported no remaining Marsh position as of Q3 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 1,287 Marsh shares in Q3 2026, an estimated $215K.
  • AGH Wealth Advisors first reported a position in Marsh in Q4 2024 and held it in 7 quarters.
  • AGH Wealth Advisors's Marsh position peaked at $440K in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.