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	–	979
2018 Q1	$66K	Buy	+805	New	+$66.7K	0.01%	481

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avantax Planning Partners's MRSH Position: Q3 2025 in Review

Avantax Planning Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 1,102 shares — an estimated $241K sold.

Avantax Planning Partners first reported a position in MRSH in Q1 2018 and held it in 10 quarters. The position peaked at $412K in Q2 2024. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

Avantax Planning Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 1,102 Marsh shares in Q3 2025, an estimated $241K.
Avantax Planning Partners first reported a position in Marsh in Q1 2018 and held it in 10 quarters.
Avantax Planning Partners's Marsh position peaked at $412K in Q2 2024.
1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.