APW
MRSH

Aventura Private Wealth’s Marsh MRSH Stock Holding History

Aventura Private Wealth’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
Q2 		$41K Sell
246
-105
-30% -$17.6K 0.01% 372
2026
Q1 		$60.9K Hold
351
– – 0.02% 293
2025
Q4 		$65.1K Sell
351
-20
-5% -$3.74K 0.02% 261
2025
Q3 		$74.8K Hold
371
– – 0.03% 247
2025
Q2 		$81.1K Buy
371
+8
+2% +$1.81K 0.04% 235
2025
Q1 		$88.6K Hold
363
– – 0.05% 202
2024
Q4 		$77.1K Buy
+363
New +$80.5K 0.04% 215

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aventura Private Wealth's MRSH Position: Q2 2026 in Review

Aventura Private Wealth reduced its Marsh (MRSH) stake by 30% in Q2 2026, selling an estimated $17.6K and leaving 246 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #372.

Aventura Private Wealth first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.6K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aventura Private Wealth held 246 shares of Marsh worth $41K as of Q2 2026.
  • Aventura Private Wealth sold 105 Marsh shares in Q2 2026, an estimated $17.6K.
  • Marsh made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #372 holding.
  • Aventura Private Wealth first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Marsh position peaked at $88.6K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.