Archvest Wealth Advisors’s Marsh MRSH Stock Holding History

Archvest 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	$506K	Buy	2,918 +200	+7%	+$36K	0.33%	38
2025 Q4	$504K	Sell	2,718 -125	-4%	-$23.4K	0.32%	35
2025 Q3	$573K	Buy	2,843 +3	+0.1%	+$617	0.51%	33
2025 Q2	$621K	Hold	2,840	–	–	0.54%	35
2025 Q1	$693K	Hold	2,840	–	–	0.57%	34
2024 Q4	$603K	Sell	2,840 -57	-2%	-$12.6K	0.44%	38
2024 Q3	$646K	Hold	2,897	–	–	0.41%	41
2024 Q2	$609K	Sell	2,897 -90	-3%	-$18.5K	0.4%	40
2024 Q1	$609K	Hold	2,987	–	–	0.43%	34
2023 Q4	$566K	Hold	2,987	–	–	0.43%	33
2023 Q3	$568K	Sell	2,987 -315	-10%	-$60.4K	0.46%	30
2023 Q2	$621K	Sell	3,302 -23	-0.7%	-$4.08K	0.51%	28
2023 Q1	$554K	Sell	3,325 -111	-3%	-$18.5K	0.49%	27
2022 Q4	$569K	Sell	3,436 -223	-6%	-$36.5K	0.56%	25
2022 Q3	$546K	Hold	3,659	–	–	0.56%	24
2022 Q2	$568K	Sell	3,659 -42	-1%	-$6.73K	0.57%	23
2022 Q1	$631K	Hold	3,701	–	–	0.57%	22
2021 Q4	$643K	Buy	+3,701	New	+$615K	0.56%	23

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Archvest Wealth Advisors increased its Marsh (MRSH) stake by 7.4% in Q1 2026, buying an estimated $36K and bringing the position to 2,918 shares worth $506K. The position accounts for 0.33% of the portfolio, ranked #38.

Archvest Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $693K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Archvest Wealth Advisors held 2,918 shares of Marsh worth $506K as of Q1 2026.
Archvest Wealth Advisors bought 200 Marsh shares in Q1 2026, an estimated $36K.
Marsh made up 0.33% of Archvest Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Archvest Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's Marsh position peaked at $693K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.