APP
MRSH

Avantax Planning Partners’s Marsh MRSH Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-1,102
Closed -$241K – 449
2025
Q2 		$241K Hold
1,102
– – 0.01% 399
2025
Q1 		$269K Sell
1,102
-18
-2% -$4.08K 0.01% 357
2024
Q4 		$238K Sell
1,120
-9
-0.8% -$2K 0.01% 379
2024
Q3 		$252K Sell
1,129
-825
-42% -$183K 0.01% 367
2024
Q2 		$412K Buy
1,954
+1
+0.1% +$205 0.01% 319
2024
Q1 		$402K Buy
+1,953
New +$389K 0.01% 319
2022
Q2 		– Sell
-1,186
Closed -$202K – 363
2022
Q1 		$202K Hold
1,186
– – 0.01% 343
2021
Q4 		$206K Buy
+1,186
New +$197K 0.01% 333
2018
Q4 		– Sell
-692
Closed -$57K – 845
2018
Q3 		$57K Buy
+692
New +$58.6K ﹤0.01% 456
2018
Q2 		– Sell
-805
Closed -$66K – 980
2018
Q1 		$66K Buy
+805
New +$66.7K 0.01% 481

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return