AWE
MRSH

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
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

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

Avidian Wealth Enterprises's MRSH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Marsh (MRSH) stake by 17% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,476 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #648.

Avidian Wealth Enterprises first reported a position in MRSH in Q4 2019 and has held it in 23 quarters since. The position peaked at $643K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Avidian Wealth Enterprises held 1,476 shares of Marsh worth $246K as of Q2 2026.
  • Avidian Wealth Enterprises bought 216 Marsh shares in Q2 2026, an estimated $36.1K.
  • Marsh made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #648 holding.
  • Avidian Wealth Enterprises first reported a position in Marsh in Q4 2019 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Marsh position peaked at $643K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.