AWA
MRSH

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
Q2 		$451K Sell
2,705
-213
-7% -$35.6K 0.26% 44
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
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

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

Archvest Wealth Advisors reduced its Marsh (MRSH) stake by 7.3% in Q2 2026, selling an estimated $35.6K and leaving 2,705 shares worth $451K. The position accounts for 0.26% of the portfolio, ranked #44.

Archvest Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $693K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Archvest Wealth Advisors held 2,705 shares of Marsh worth $451K as of Q2 2026.
  • Archvest Wealth Advisors sold 213 Marsh shares in Q2 2026, an estimated $35.6K.
  • Marsh made up 0.26% of Archvest Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Archvest Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Archvest Wealth Advisors's Marsh position peaked at $693K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.