Icon Wealth Advisors’s Marsh MRSH Stock Holding History

Icon Wealth Advisors’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	–	Sell	-7,594	Closed	-$1.41M	–	418
2025 Q4	$1.41M	Sell	7,594 -6,114	-45%	-$1.14M	0.09%	141
2025 Q3	$2.76M	Sell	13,708 -188	-1%	-$38.7K	0.19%	83
2025 Q2	$3.04M	Sell	13,896 -55	-0.4%	-$12.4K	0.22%	79
2025 Q1	$3.4M	Buy	13,951 +1,256	+10%	+$285K	0.28%	68
2024 Q4	$2.7M	Buy	12,695 +58	+0.5%	+$12.9K	0.22%	81
2024 Q3	$2.82M	Buy	12,637 +878	+7%	+$195K	0.23%	74
2024 Q2	$2.62M	Sell	11,759 -253	-2%	-$52K	0.23%	79
2024 Q1	$2.47M	Sell	12,012 -1,266	-10%	-$252K	0.23%	81
2023 Q4	$2.52M	Buy	+13,278	New	+$2.57M	0.26%	76
2022 Q4	$4.34M	Buy	26,236 +83	+0.3%	+$13.6K	0.5%	52
2022 Q3	$3.9M	Buy	+26,153	New	+$4.2M	0.47%	53

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icon Wealth Advisors's MRSH Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 7,594 shares — an estimated $1.41M sold.

Icon Wealth Advisors first reported a position in MRSH in Q3 2022 and held it in 11 quarters. The position peaked at $4.34M in Q4 2022. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Icon Wealth Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Icon Wealth Advisors sold 7,594 Marsh shares in Q1 2026, an estimated $1.41M.
Icon Wealth Advisors first reported a position in Marsh in Q3 2022 and held it in 11 quarters.
Icon Wealth Advisors's Marsh position peaked at $4.34M in Q4 2022.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.