Avior Wealth Management’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $296K | Sell |
1,778
-14
| -0.8% | -$2.34K | 0.01% | 664 |
|
|
2026
Q1 | $311K | Buy |
1,792
+72
| +4% | +$12.9K | 0.01% | 678 |
|
|
2025
Q4 | $319K | Sell |
1,720
-10
| -0.6% | -$1.87K | 0.01% | 595 |
|
|
2025
Q3 | $349K | Sell |
1,730
-163
| -9% | -$33.5K | 0.01% | 552 |
|
|
2025
Q2 | $414K | Sell |
1,893
-62
| -3% | -$14K | 0.01% | 487 |
|
|
2025
Q1 | $477K | Buy |
1,955
+3
| +0.2% | +$681 | 0.02% | 420 |
|
|
2024
Q4 | $415K | Sell |
1,952
-82
| -4% | -$18.2K | 0.02% | 500 |
|
|
2024
Q3 | $454K | Buy |
2,034
+8
| +0.4% | +$1.78K | 0.02% | 477 |
|
|
2024
Q2 | $427K | Sell |
2,026
-396
| -16% | -$81.3K | 0.02% | 473 |
|
|
2024
Q1 | $499K | Buy |
2,422
+2,284
| +1,655% | +$455K | 0.02% | 451 |
|
|
2023
Q4 | $26.3K | Hold |
138
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $26.4K | Hold |
138
| – | – | ﹤0.01% | 900 |
|
|
2023
Q2 | $26K | Buy |
138
+1
| +0.7% | +$177 | ﹤0.01% | 892 |
|
|
2023
Q1 | $23K | Sell |
137
-52
| -28% | -$8.66K | ﹤0.01% | 924 |
|
|
2022
Q4 | $31.3K | Sell |
189
-224
| -54% | -$36.6K | ﹤0.01% | 692 |
|
|
2022
Q3 | $61K | Buy |
413
+1
| +0.2% | +$160 | 0.01% | 580 |
|
|
2022
Q2 | $64K | Buy |
412
+1
| +0.2% | +$160 | 0.01% | 534 |
|
|
2022
Q1 | $70K | Buy |
411
+2
| +0.5% | +$315 | 0.01% | 547 |
|
|
2021
Q4 | $71K | Buy |
409
+1
| +0.2% | +$166 | 0.01% | 542 |
|
|
2021
Q3 | $61K | Buy |
408
+2
| +0.5% | +$302 | 0.01% | 540 |
|
|
2021
Q2 | $57K | Buy |
406
+1
| +0.2% | +$134 | 0.01% | 518 |
|
|
2021
Q1 | $49K | Sell |
405
-34
| -8% | -$3.92K | 0.01% | 526 |
|
|
2020
Q4 | $51K | Buy |
439
+38
| +9% | +$4.32K | 0.01% | 488 |
|
|
2020
Q3 | $46K | Buy |
401
+1
| +0.3% | +$115 | 0.01% | 506 |
|
|
2020
Q2 | $42K | Buy |
400
+383
| +2,253% | +$38.8K | 0.01% | 500 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 734 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 734 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$1.63K | ﹤0.01% | 734 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$3K | – | 739 |
|
|
2018
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $3K | Sell |
37
-15
| -29% | -$1.23K | ﹤0.01% | 696 |
|
|
2018
Q1 | $4K | Sell |
52
-40
| -43% | -$3.31K | ﹤0.01% | 648 |
|
|
2017
Q4 | $7K | Buy |
92
+52
| +130% | +$4.32K | ﹤0.01% | 626 |
|
|
2017
Q3 | $3K | Buy |
+40
| New | +$3.17K | ﹤0.01% | 426 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$2K | – | 511 |
|
|
2016
Q4 | $2K | Buy |
+32
| New | +$2.15K | ﹤0.01% | 454 |
|
Other funds holding MRSH
Avior Wealth Management's MRSH Position: Q2 2026 in Review
Avior Wealth Management reduced its Marsh (MRSH) stake by 0.78% in Q2 2026, selling an estimated $2.34K and leaving 1,778 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #664.
Avior Wealth Management first reported a position in MRSH in Q4 2016 and has held it in 35 quarters since. The position peaked at $499K in Q1 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Avior Wealth Management held 1,778 shares of Marsh worth $296K as of Q2 2026.
- Avior Wealth Management sold 14 Marsh shares in Q2 2026, an estimated $2.34K.
- Marsh made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #664 holding.
- Avior Wealth Management first reported a position in Marsh in Q4 2016 and has held it in 35 quarters since.
- Avior Wealth Management's Marsh position peaked at $499K in Q1 2024.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.