EP
MRSH

Essential Partners’s Marsh MRSH Stock Holding History

Essential Partners’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 		$399K Buy
2,396
+1,528
+176% +$255K 0.18% 112
2026
Q1 		$151K Sell
868
-328
-27% -$59K 0.05% 327
2025
Q4 		$222K Sell
1,196
-141
-11% -$26.4K 0.07% 299
2025
Q3 		$269K Buy
1,337
+1,107
+481% +$228K 0.09% 265
2025
Q2 		$50.3K Buy
+230
New +$51.9K 0.02% 471

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

Essential Partners's MRSH Position: Q2 2026 in Review

Essential Partners increased its Marsh (MRSH) stake by 176% in Q2 2026, buying an estimated $255K and bringing the position to 2,396 shares worth $399K. The position accounts for 0.18% of the portfolio, ranked #112.

Essential Partners first reported a position in MRSH in Q2 2025 and has held it in 5 quarters since. 1,499 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Essential Partners held 2,396 shares of Marsh worth $399K as of Q2 2026.
  • Essential Partners bought 1,528 Marsh shares in Q2 2026, an estimated $255K.
  • Marsh made up 0.18% of Essential Partners's portfolio in Q2 2026, its #112 holding.
  • Essential Partners first reported a position in Marsh in Q2 2025 and has held it in 5 quarters since.
  • 1,499 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.