AW
MRSH

Avion Wealth’s Marsh MRSH Stock Holding History

Avion Wealth’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 		$11K Buy
70
+7
+11% +$1.17K ﹤0.01% 576
2026
Q1 		$10K Sell
63
-10
-14% -$1.8K ﹤0.01% 500
2025
Q4 		$13K Sell
73
-9
-11% -$1.68K ﹤0.01% 430
2025
Q3 		$16K Buy
82
+17
+26% +$3.5K ﹤0.01% 378
2025
Q2 		$14K Buy
65
+13
+25% +$2.94K ﹤0.01% 391
2025
Q1 		$11K Hold
52
– – ﹤0.01% 380
2024
Q4 		$11K Buy
52
+2
+4% +$444 ﹤0.01% 380
2024
Q3 		$11K Buy
50
+6
+14% +$1.33K ﹤0.01% 359
2024
Q2 		$9K Buy
44
+5
+13% +$1.03K ﹤0.01% 357
2024
Q1 		$9K Buy
39
+5
+15% +$996 ﹤0.01% 333
2023
Q4 		$6K Sell
34
-2
-6% -$386 ﹤0.01% 373
2023
Q3 		$6K Buy
36
+8
+29% +$1.53K ﹤0.01% 336
2023
Q2 		$4K Buy
28
+15
+115% +$2.66K ﹤0.01% 387
2023
Q1 		$2K Buy
+13
New +$2.17K ﹤0.01% 390

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

Avion Wealth's MRSH Position: Q2 2026 in Review

Avion Wealth increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $1.17K and bringing the position to 70 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Avion Wealth first reported a position in MRSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $16K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Avion Wealth held 70 shares of Marsh worth $11K as of Q2 2026.
  • Avion Wealth bought 7 Marsh shares in Q2 2026, an estimated $1.17K.
  • Marsh made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #576 holding.
  • Avion Wealth first reported a position in Marsh in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Marsh position peaked at $16K in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.