EWA
MRSH

EP Wealth Advisors’s Marsh MRSH Stock Holding History

EP 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 		$6.76M Buy
40,569
+28,264
+230% +$4.72M 0.03% 332
2026
Q1 		$2.13M Buy
12,305
+2,967
+32% +$533K 0.01% 465
2025
Q4 		$1.73M Buy
+9,338
New +$1.75M 0.01% 477
2025
Q2 		$1.82M Buy
8,337
+69
+0.8% +$15.6K 0.01% 431
2025
Q1 		$2.02M Buy
8,268
+4,687
+131% +$1.06M 0.02% 367
2024
Q4 		$761K Buy
3,581
+343
+11% +$76.1K 0.01% 574
2024
Q3 		$722K Buy
3,238
+887
+38% +$197K 0.01% 581
2024
Q2 		$495K Buy
2,351
+693
+42% +$142K 0.01% 537
2024
Q1 		$342K Sell
1,658
-45
-3% -$8.97K ﹤0.01% 595
2023
Q4 		$323K Buy
1,703
+387
+29% +$74.8K ﹤0.01% 597
2023
Q3 		$250K Buy
+1,316
New +$252K ﹤0.01% 600
2022
Q3 		– Sell
-1,835
Closed -$285K – 516
2022
Q2 		$285K Buy
+1,835
New +$294K 0.01% 490

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

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

EP Wealth Advisors increased its Marsh (MRSH) stake by 230% in Q2 2026, buying an estimated $4.72M and bringing the position to 40,569 shares worth $6.76M. The position accounts for 0.03% of the portfolio, ranked #332.

EP Wealth Advisors first reported a position in MRSH in Q2 2022 and has held it in 12 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • EP Wealth Advisors held 40,569 shares of Marsh worth $6.76M as of Q2 2026.
  • EP Wealth Advisors bought 28,264 Marsh shares in Q2 2026, an estimated $4.72M.
  • Marsh made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • EP Wealth Advisors first reported a position in Marsh in Q2 2022 and has held it in 12 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.