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 Q3	$1.41M	Sell	8,262 -148	-2%	-$27.1K	0.06%	196
2026 Q2	$1.4M	Sell	8,410 -17	-0.2%	-$2.84K	0.06%	205
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Equitable Trust's MRSH Position: Q3 2026 in Review

Equitable Trust reduced its Marsh (MRSH) stake by 1.8% in Q3 2026, selling an estimated $27.1K and leaving 8,262 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #196.

Equitable Trust first reported a position in MRSH in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.46M in Q1 2026. 254 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Equitable Trust held 8,262 shares of Marsh worth $1.41M as of Q3 2026.
Equitable Trust sold 148 Marsh shares in Q3 2026, an estimated $27.1K.
Marsh made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #196 holding.
Equitable Trust first reported a position in Marsh in Q2 2018 and has held it in 6 quarters since.
Equitable Trust's Marsh position peaked at $1.46M in Q1 2026.
254 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.