Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-130
Closed -$22.5K 166
2026
Q1
$22.5K Hold
130
0.02% 89
2025
Q4
$24.1K Hold
130
0.02% 85
2025
Q3
$26.2K Hold
130
0.02% 80
2025
Q2
$28.4K Buy
+130
New +$29.3K 0.03% 75

Other funds holding MRSH

Aventus Investment Advisors's MRSH Position: Q2 2026 in Review

Aventus Investment Advisors sold out of Marsh (MRSH) in Q2 2026, closing a stake of 130 shares — an estimated $22.5K sold.

Aventus Investment Advisors first reported a position in MRSH in Q2 2025 and held it in 4 quarters. The position peaked at $28.4K in Q2 2025. 444 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aventus Investment Advisors reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Aventus Investment Advisors sold 130 Marsh shares in Q2 2026, an estimated $22.5K.
  • Aventus Investment Advisors first reported a position in Marsh in Q2 2025 and held it in 4 quarters.
  • Aventus Investment Advisors's Marsh position peaked at $28.4K in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.