Avantax Advisory Services’s Marsh MRSH Stock Holding History

Avantax Advisory Services’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 Q2	$6.5M	Buy	29,723 +428	+1%	+$96.6K	0.04%	366
2025 Q1	$7.15M	Buy	29,295 +507	+2%	+$115K	0.04%	320
2024 Q4	$6.11M	Buy	28,788 +1,612	+6%	+$358K	0.04%	342
2024 Q3	$6.06M	Sell	27,176 -11,553	-30%	-$2.56M	0.04%	338
2024 Q2	$8.16M	Buy	38,729 +24,181	+166%	+$4.97M	0.06%	247
2024 Q1	$3M	Buy	14,548 +2,636	+22%	+$525K	0.03%	429
2023 Q4	$2.26M	Buy	11,912 +2,148	+22%	+$415K	0.02%	471
2023 Q3	$1.86M	Buy	9,764 +1,764	+22%	+$338K	0.02%	479
2023 Q2	$1.5M	Buy	8,000 +572	+8%	+$102K	0.02%	554
2023 Q1	$1.24M	Buy	7,428 +1,777	+31%	+$296K	0.02%	590
2022 Q4	$935K	Buy	5,651 +2,030	+56%	+$332K	0.01%	656
2022 Q3	$541K	Buy	3,621 +682	+23%	+$109K	0.01%	738
2022 Q2	$456K	Buy	+2,939	New	+$471K	0.01%	826
2022 Q1	–	Sell	-1,439	Closed	-$250K	–	1337
2021 Q4	$250K	Sell	1,439 -407	-22%	-$67.6K	﹤0.01%	1067
2021 Q3	$280K	Buy	1,846 +143	+8%	+$21.6K	﹤0.01%	957
2021 Q2	$240K	Buy	+1,703	New	+$228K	﹤0.01%	996
2020 Q4	–	Sell	-4,281	Closed	-$492K	–	1188
2020 Q3	$492K	Buy	+4,281	New	+$491K	0.01%	791

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Avantax Advisory Services's MRSH Position: Q2 2025 in Review

Avantax Advisory Services increased its Marsh (MRSH) stake by 1.5% in Q2 2025, buying an estimated $96.6K and bringing the position to 29,723 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #366.

Avantax Advisory Services first reported a position in MRSH in Q3 2020 and has held it in 17 quarters since. The position peaked at $8.16M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold MRSH as of Q2 2025.

Avantax Advisory Services held 29,723 shares of Marsh worth $6.5M as of Q2 2025.
Avantax Advisory Services bought 428 Marsh shares in Q2 2025, an estimated $96.6K.
Marsh made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #366 holding.
Avantax Advisory Services first reported a position in Marsh in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Marsh position peaked at $8.16M in Q2 2024.
1,607 funds tracked by Wall St. Rank held Marsh as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.