Avestar Capital
MRSH icon

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
Q3 		$262K Buy
+1,537
New +$281K 0.02% 471
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% 239
2024
Q2 		$635K Buy
3,014
+167
+6% +$34.3K 0.06% 215
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Avestar Capital's MRSH Position: Q3 2026 in Review

Avestar Capital opened a new position in Marsh (MRSH) in Q3 2026: 1,537 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings. This is a return to the name: Avestar Capital previously reported a position in MRSH as recently as Q1 2026.

Avestar Capital first reported a position in MRSH in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2020. 1,145 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Avestar Capital held 1,537 shares of Marsh worth $262K as of Q3 2026.
  • Marsh was a new Avestar Capital position in Q3 2026.
  • Marsh made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #471 holding.
  • Avestar Capital first reported a position in Marsh in Q4 2017 and has held it in 26 quarters since.
  • Avestar Capital's Marsh position peaked at $1.51M in Q4 2020.
  • 1,145 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.