AC
MRSH

Avestar Capital’s Marsh MRSH Stock Holding History

Avestar Capital’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 		– Sell
-2,457
Closed -$426K – 570
2026
Q1 		$426K Buy
2,457
+1,299
+112% +$234K 0.03% 383
2025
Q4 		$215K Sell
1,158
-1,495
-56% -$279K 0.01% 448
2025
Q3 		$535K Sell
2,653
-945
-26% -$194K 0.04% 329
2025
Q2 		$787K Buy
3,598
+609
+20% +$137K 0.05% 258
2025
Q1 		$729K Buy
2,989
+190
+7% +$43.1K 0.06% 239
2024
Q4 		$595K Buy
2,799
+188
+7% +$41.7K 0.05% 257
2024
Q3 		$582K Sell
2,611
-403
-13% -$89.5K 0.06% 238
2024
Q2 		$635K Buy
3,014
+167
+6% +$34.3K 0.07% 214
2024
Q1 		$586K Buy
2,847
+452
+19% +$90.1K 0.06% 218
2023
Q4 		$454K Buy
2,395
+393
+20% +$75.9K 0.05% 211
2023
Q3 		$381K Buy
2,002
+206
+11% +$39.5K 0.05% 200
2023
Q2 		$338K Buy
1,796
+110
+7% +$19.5K 0.05% 210
2023
Q1 		$281K Buy
1,686
+289
+21% +$48.1K 0.05% 246
2022
Q4 		$231K Buy
+1,397
New +$228K 0.04% 252
2021
Q1 		– Sell
-12,923
Closed -$1.51M – 331
2020
Q4 		$1.51M Buy
12,923
+2,105
+19% +$239K 0.42% 42
2020
Q3 		$1.2M Sell
10,818
-43
-0.4% -$4.93K 0.4% 49
2020
Q2 		$1.17M Sell
10,861
-756
-7% -$76.5K 0.52% 45
2020
Q1 		$1M Buy
+11,617
New +$1.24M 0.55% 45
2019
Q3 		– Sell
-461
Closed -$40K – 578
2019
Q2 		$40K Sell
461
-36
-7% -$3.44K 0.03% 322
2019
Q1 		$41K Sell
497
-11
-2% -$973 0.03% 306
2018
Q4 		$34K Buy
508
+69
+16% +$5.75K 0.02% 289
2018
Q3 		$32K Sell
439
-103
-19% -$8.73K 0.02% 312
2018
Q2 		$39K Buy
542
+34
+7% +$2.78K 0.02% 295
2018
Q1 		$36K Sell
508
-18
-3% -$1.49K 0.02% 278
2017
Q4 		$36K Buy
+526
New +$43.7K 0.03% 282

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

Avestar Capital's MRSH Position: Q2 2026 in Review

Avestar Capital sold out of Marsh (MRSH) in Q2 2026, closing a stake of 2,457 shares — an estimated $426K sold.

Avestar Capital first reported a position in MRSH in Q4 2017 and held it in 25 quarters. The position peaked at $1.51M in Q4 2020. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Avestar Capital reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Avestar Capital sold 2,457 Marsh shares in Q2 2026, an estimated $426K.
  • Avestar Capital first reported a position in Marsh in Q4 2017 and held it in 25 quarters.
  • Avestar Capital's Marsh position peaked at $1.51M in Q4 2020.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.