AWE
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Avidian Wealth Enterprises’s Marsh MRSH Stock Holding History

Avidian Wealth Enterprises’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 		$312K Buy
1,828
+352
+24% +$64.4K 0.01% 600
2026
Q2 		$246K Buy
1,476
+216
+17% +$36.1K 0.01% 648
2026
Q1 		$219K Sell
1,260
-70
-5% -$12.6K 0.01% 626
2025
Q4 		$247K Buy
1,330
+153
+13% +$28.6K 0.01% 509
2025
Q3 		$237K Sell
1,177
-16
-1% -$3.29K 0.01% 523
2025
Q2 		$261K Sell
1,193
-27
-2% -$6.09K 0.01% 464
2025
Q1 		$298K Buy
1,220
+124
+11% +$28.1K 0.01% 419
2024
Q4 		$233K Sell
1,096
-15
-1% -$3.33K 0.01% 455
2024
Q3 		$248K Buy
1,111
+15
+1% +$3.33K 0.01% 436
2024
Q2 		$231K Buy
+1,096
New +$225K 0.01% 452
2023
Q2 		– Sell
-3,288
Closed -$548K – 460
2023
Q1 		$548K Sell
3,288
-406
-11% -$67.6K 0.03% 279
2022
Q4 		$611K Sell
3,694
-55
-1% -$8.99K 0.04% 249
2022
Q3 		$560K Sell
3,749
-6
-0.2% -$963 0.04% 222
2022
Q2 		$583K Sell
3,755
-16
-0.4% -$2.56K 0.04% 246
2022
Q1 		$643K Buy
3,771
+221
+6% +$34.8K 0.04% 255
2021
Q4 		$617K Buy
3,550
+150
+4% +$24.9K 0.04% 264
2021
Q3 		$515K Buy
3,400
+330
+11% +$49.9K 0.04% 210
2021
Q2 		$432K Buy
3,070
+93
+3% +$12.5K 0.03% 247
2021
Q1 		$363K Sell
2,977
-112
-4% -$12.9K 0.03% 254
2020
Q4 		$361K Buy
3,089
+333
+12% +$37.8K 0.03% 231
2020
Q3 		$316K Buy
2,756
+46
+2% +$5.27K 0.04% 208
2020
Q2 		$291K Buy
2,710
+342
+14% +$34.6K 0.04% 202
2020
Q1 		$205K Buy
2,368
+214
+10% +$22.8K 0.03% 191
2019
Q4 		$240K Buy
+2,154
New +$225K 0.03% 202

Other funds holding MRSH

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's MRSH Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Marsh (MRSH) stake by 24% in Q3 2026, buying an estimated $64.4K and bringing the position to 1,828 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #600.

Avidian Wealth Enterprises first reported a position in MRSH in Q4 2019 and has held it in 24 quarters since. The position peaked at $643K in Q1 2022. 61 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Avidian Wealth Enterprises held 1,828 shares of Marsh worth $312K as of Q3 2026.
  • Avidian Wealth Enterprises bought 352 Marsh shares in Q3 2026, an estimated $64.4K.
  • Marsh made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #600 holding.
  • Avidian Wealth Enterprises first reported a position in Marsh in Q4 2019 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Marsh position peaked at $643K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.