VAG
MRSH

VisionPoint Advisory Group’s Marsh MRSH Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-2,001
Closed -$347K – 511
2026
Q1 		$347K Buy
2,001
+91
+5% +$16.4K 0.07% 289
2025
Q4 		$354K Buy
1,910
+195
+11% +$36.4K 0.07% 269
2025
Q3 		$346K Sell
1,715
-72
-4% -$14.8K 0.07% 273
2025
Q2 		$391K Buy
+1,787
New +$403K 0.09% 222
2024
Q3 		– Sell
-11
Closed -$2.32K – 567
2024
Q2 		$2.32K Hold
11
– – ﹤0.01% 653
2024
Q1 		$2.27K Hold
11
– – ﹤0.01% 663
2023
Q4 		$2.08K Sell
11
-27
-71% -$5.22K ﹤0.01% 624
2023
Q3 		$7.23K Buy
+38
New +$7.28K ﹤0.01% 468

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

VisionPoint Advisory Group's MRSH Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 2,001 shares — an estimated $347K sold.

VisionPoint Advisory Group first reported a position in MRSH in Q3 2023 and held it in 8 quarters. The position peaked at $391K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,001 Marsh shares in Q2 2026, an estimated $347K.
  • VisionPoint Advisory Group first reported a position in Marsh in Q3 2023 and held it in 8 quarters.
  • VisionPoint Advisory Group's Marsh position peaked at $391K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.