ACM
MRSH

Avalon Capital Management’s Marsh MRSH Stock Holding History

Avalon Capital 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
2025
Q4 		– Sell
-2,207
Closed -$445K – 147
2025
Q3 		$445K Buy
+2,207
New +$454K 0.11% 87
2016
Q3 		– Sell
-19,458
Closed -$1.33M – 77
2016
Q2 		$1.33M Buy
+19,458
New +$1.25M 1.04% 39

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avalon Capital Management's MRSH Position: Q4 2025 in Review

Avalon Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 2,207 shares — an estimated $445K sold.

Avalon Capital Management first reported a position in MRSH in Q2 2016 and held it in 2 quarters. The position peaked at $1.33M in Q2 2016. 1,593 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Avalon Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Avalon Capital Management sold 2,207 Marsh shares in Q4 2025, an estimated $445K.
  • Avalon Capital Management first reported a position in Marsh in Q2 2016 and held it in 2 quarters.
  • Avalon Capital Management's Marsh position peaked at $1.33M in Q2 2016.
  • 1,593 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Avalon Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.