AF
MRSH

Aviso Financial’s Marsh MRSH Stock Holding History

Aviso Financial’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 		$4.15M Sell
24,874
-4,773
-16% -$798K 0.14% 73
2026
Q1 		$5.14M Buy
29,647
+2,564
+9% +$461K 0.18% 63
2025
Q4 		$5.02M Buy
27,083
+1,369
+5% +$256K 0.19% 60
2025
Q3 		$5.18M Sell
25,714
-839
-3% -$173K 0.21% 59
2025
Q2 		$5.81M Buy
26,553
+459
+2% +$104K 0.26% 52
2025
Q1 		$6.37M Buy
26,094
+3,906
+18% +$886K 0.31% 48
2024
Q4 		$4.71M Buy
22,188
+3,738
+20% +$829K 0.24% 59
2024
Q3 		$4.12M Buy
18,450
+4,268
+30% +$947K 0.2% 65
2024
Q2 		$2.99M Buy
+14,182
New +$2.91M 0.17% 71

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

Aviso Financial's MRSH Position: Q2 2026 in Review

Aviso Financial reduced its Marsh (MRSH) stake by 16% in Q2 2026, selling an estimated $798K and leaving 24,874 shares worth $4.15M. The position accounts for 0.14% of the portfolio, ranked #73.

Aviso Financial first reported a position in MRSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.37M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Aviso Financial held 24,874 shares of Marsh worth $4.15M as of Q2 2026.
  • Aviso Financial sold 4,773 Marsh shares in Q2 2026, an estimated $798K.
  • Marsh made up 0.14% of Aviso Financial's portfolio in Q2 2026, its #73 holding.
  • Aviso Financial first reported a position in Marsh in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Marsh position peaked at $6.37M in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.