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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aviso Financial's MRSH Position: Q1 2026 in Review

Aviso Financial increased its Marsh (MRSH) stake by 9.5% in Q1 2026, buying an estimated $461K and bringing the position to 29,647 shares worth $5.14M. The position accounts for 0.18% of the portfolio, ranked #63.

Aviso Financial first reported a position in MRSH in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.37M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Aviso Financial held 29,647 shares of Marsh worth $5.14M as of Q1 2026.
  • Aviso Financial bought 2,564 Marsh shares in Q1 2026, an estimated $461K.
  • Marsh made up 0.18% of Aviso Financial's portfolio in Q1 2026, its #63 holding.
  • Aviso Financial first reported a position in Marsh in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Marsh position peaked at $6.37M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.