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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Equitable Trust's MRSH Position: Q2 2026 in Review

Equitable Trust reduced its Marsh (MRSH) stake by 0.2% in Q2 2026, selling an estimated $2.84K and leaving 8,410 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #205.

Equitable Trust first reported a position in MRSH in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.46M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Equitable Trust held 8,410 shares of Marsh worth $1.4M as of Q2 2026.
Equitable Trust sold 17 Marsh shares in Q2 2026, an estimated $2.84K.
Marsh made up 0.06% of Equitable Trust's portfolio in Q2 2026, its #205 holding.
Equitable Trust first reported a position in Marsh in Q2 2018 and has held it in 5 quarters since.
Equitable Trust's Marsh position peaked at $1.46M in Q1 2026.
1,500 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.