AT
MRSH

Avalon Trust’s Marsh MRSH Stock Holding History

Avalon Trust’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 		$389K Sell
2,244
-74
-3% -$13.3K 0.03% 106
2025
Q4 		$430K Sell
2,318
-618
-21% -$116K 0.03% 101
2025
Q3 		$592K Buy
2,936
+222
+8% +$45.7K 0.04% 89
2025
Q2 		$593K Hold
2,714
– – 0.04% 87
2025
Q1 		$662K Hold
2,714
– – 0.05% 84
2024
Q4 		$576K Buy
2,714
+2,636
+3,379% +$585K 0.04% 86
2024
Q3 		$17.4K Sell
78
-60
-43% -$13.3K ﹤0.01% 271
2024
Q2 		$29.1K Hold
138
– – ﹤0.01% 244
2024
Q1 		$28.4K Hold
138
– – ﹤0.01% 249
2023
Q4 		$26.1K Hold
138
– – ﹤0.01% 251
2023
Q3 		$26.3K Hold
138
– – ﹤0.01% 218
2023
Q2 		$26K Hold
138
– – ﹤0.01% 242
2023
Q1 		$23K Buy
+138
New +$23K ﹤0.01% 234

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

Avalon Trust's MRSH Position: Q1 2026 in Review

Avalon Trust reduced its Marsh (MRSH) stake by 3.2% in Q1 2026, selling an estimated $13.3K and leaving 2,244 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #106.

Avalon Trust first reported a position in MRSH in Q1 2023 and has held it in 13 quarters since. The position peaked at $662K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Avalon Trust held 2,244 shares of Marsh worth $389K as of Q1 2026.
  • Avalon Trust sold 74 Marsh shares in Q1 2026, an estimated $13.3K.
  • Marsh made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #106 holding.
  • Avalon Trust first reported a position in Marsh in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's Marsh position peaked at $662K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.