ET
MRSH

Equitable Trust’s Marsh MRSH Stock Holding History

Equitable Trust’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 		$1.46M Buy
8,427
+887
+12% +$159K 0.07% 185
2025
Q4 		$1.4M Buy
7,540
+1,062
+16% +$199K 0.06% 198
2025
Q3 		$1.31M Buy
+6,478
New +$1.33M 0.06% 200
2018
Q3 		– Sell
-5,788
Closed -$474K – 296
2018
Q2 		$474K Buy
+5,788
New +$472K 0.06% 191

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Equitable Trust's MRSH Position: Q1 2026 in Review

Equitable Trust increased its Marsh (MRSH) stake by 12% in Q1 2026, buying an estimated $159K and bringing the position to 8,427 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #185.

Equitable Trust first reported a position in MRSH in Q2 2018 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Equitable Trust held 8,427 shares of Marsh worth $1.46M as of Q1 2026.
  • Equitable Trust bought 887 Marsh shares in Q1 2026, an estimated $159K.
  • Marsh made up 0.07% of Equitable Trust's portfolio in Q1 2026, its #185 holding.
  • Equitable Trust first reported a position in Marsh in Q2 2018 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.