Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.8K Hold
45
﹤0.01% 272
2025
Q4
$8.35K Hold
45
﹤0.01% 247
2025
Q3
$9.07K Buy
+45
New +$9.26K ﹤0.01% 235

Other funds holding MRSH

Evelyn Partners Asset Management's MRSH Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Marsh (MRSH) position steady in Q1 2026 at 45 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Evelyn Partners Asset Management first reported a position in MRSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.07K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Evelyn Partners Asset Management held 45 shares of Marsh worth $7.8K as of Q1 2026.
  • Evelyn Partners Asset Management left its Marsh share count unchanged in Q1 2026.
  • Marsh made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #272 holding.
  • Evelyn Partners Asset Management first reported a position in Marsh in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Marsh position peaked at $9.07K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.