EI
MRSH

Ellevest Inc’s Marsh MRSH Stock Holding History

Ellevest Inc’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 		$510K Buy
3,058
+148
+5% +$24.7K 0.06% 251
2026
Q1 		$505K Buy
2,910
+228
+9% +$41K 0.07% 222
2025
Q4 		$498K Buy
2,682
+383
+17% +$71.6K 0.07% 226
2025
Q3 		$463K Sell
2,299
-880
-28% -$181K 0.07% 234
2025
Q2 		$695K Buy
3,179
+97
+3% +$21.9K 0.11% 135
2025
Q1 		$752K Buy
3,082
+55
+2% +$12.5K 0.05% 135
2024
Q4 		$643K Sell
3,027
-282
-9% -$62.6K 0.04% 161
2024
Q3 		$738K Buy
3,309
+133
+4% +$29.5K 0.04% 148
2024
Q2 		$669K Sell
3,176
-447
-12% -$91.8K 0.04% 155
2024
Q1 		$746K Sell
3,623
-166
-4% -$33.1K 0.05% 137
2023
Q4 		$718K Buy
3,789
+31
+0.8% +$5.99K 0.05% 121
2023
Q3 		$715K Buy
3,758
+109
+3% +$20.9K 0.06% 96
2023
Q2 		$686K Sell
3,649
-56
-2% -$9.94K 0.05% 99
2023
Q1 		$617K Sell
3,705
-268
-7% -$44.6K 0.05% 100
2022
Q4 		$657K Buy
3,973
+581
+17% +$95K 0.06% 91
2022
Q3 		$506K Sell
3,392
-213
-6% -$34.2K 0.05% 99
2022
Q2 		$560K Buy
3,605
+1,091
+43% +$175K 0.05% 91
2022
Q1 		$428K Buy
2,514
+546
+28% +$86.1K 0.04% 156
2021
Q4 		$342K Buy
1,968
+176
+10% +$29.2K 0.03% 183
2021
Q3 		$271K Buy
1,792
+674
+60% +$102K 0.03% 216
2021
Q2 		$157K Buy
1,118
+499
+81% +$66.9K 0.02% 303
2021
Q1 		$75K Sell
619
-263
-30% -$30.3K 0.01% 390
2020
Q4 		$103K Buy
882
+17
+2% +$1.93K 0.02% 304
2020
Q3 		$99K Buy
865
+100
+13% +$11.5K 0.02% 263
2020
Q2 		$82K Buy
765
+238
+45% +$24.1K 0.02% 250
2020
Q1 		$46K Buy
527
+193
+58% +$20.6K 0.01% 247
2019
Q4 		$37K Buy
334
+330
+8,250% +$34.5K 0.01% 262
2019
Q3 		$0 Buy
+4
New +$400 ﹤0.01% 561

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

Ellevest Inc's MRSH Position: Q2 2026 in Review

Ellevest Inc increased its Marsh (MRSH) stake by 5.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,058 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #251.

Ellevest Inc first reported a position in MRSH in Q3 2019 and has held it in 28 quarters since. The position peaked at $752K in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Ellevest Inc held 3,058 shares of Marsh worth $510K as of Q2 2026.
  • Ellevest Inc bought 148 Marsh shares in Q2 2026, an estimated $24.7K.
  • Marsh made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #251 holding.
  • Ellevest Inc first reported a position in Marsh in Q3 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Marsh position peaked at $752K in Q1 2025.
  • 1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.