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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avestar Capital's MRSH Position: Q1 2026 in Review

Avestar Capital increased its Marsh (MRSH) stake by 112% in Q1 2026, buying an estimated $234K and bringing the position to 2,457 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #383.

Avestar Capital first reported a position in MRSH in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2020. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Avestar Capital held 2,457 shares of Marsh worth $426K as of Q1 2026.
  • Avestar Capital bought 1,299 Marsh shares in Q1 2026, an estimated $234K.
  • Marsh made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #383 holding.
  • Avestar Capital first reported a position in Marsh in Q4 2017 and has held it in 25 quarters since.
  • Avestar Capital's Marsh position peaked at $1.51M in Q4 2020.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.