Provenance Wealth Advisors’s Marsh MRSH Stock Holding History

Provenance 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 Q2	$4.5K	Buy	27 +3	+13%	+$501	﹤0.01%	394
2026 Q1	$4.16K	Hold	24	–	–	﹤0.01%	352
2025 Q4	$4.45K	Hold	24	–	–	﹤0.01%	344
2025 Q3	$4.84K	Hold	24	–	–	﹤0.01%	359
2025 Q2	$5.25K	Hold	24	–	–	﹤0.01%	340
2025 Q1	$5.86K	Hold	24	–	–	﹤0.01%	346
2024 Q4	$5.1K	Hold	24	–	–	﹤0.01%	370
2024 Q3	$5.35K	Hold	24	–	–	﹤0.01%	396
2024 Q2	$5.06K	Hold	24	–	–	﹤0.01%	325
2024 Q1	$4.94K	Sell	24 -23	-49%	-$4.58K	﹤0.01%	355
2023 Q4	$8.9K	Buy	47 +22	+88%	+$4.25K	﹤0.01%	325
2023 Q3	$4.76K	Buy	+25	New	+$4.79K	﹤0.01%	274

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Provenance Wealth Advisors's MRSH Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Marsh (MRSH) stake by 13% in Q2 2026, buying an estimated $501 and bringing the position to 27 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Provenance Wealth Advisors first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.9K in Q4 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Provenance Wealth Advisors held 27 shares of Marsh worth $4.5K as of Q2 2026.
Provenance Wealth Advisors bought 3 Marsh shares in Q2 2026, an estimated $501.
Marsh made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #394 holding.
Provenance Wealth Advisors first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Marsh position peaked at $8.9K in Q4 2023.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.