Evelyn Partners Investment Management Services’s Marsh MRSH Stock Holding History

Evelyn Partners Investment Management Services’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	$90.2K	Sell	520 -448	-46%	-$80.5K	0.01%	150
2025 Q4	$180K	Buy	968 +548	+130%	+$102K	0.02%	129
2025 Q3	$84.6K	Hold	420	–	–	0.01%	155
2025 Q2	$91.8K	Hold	420	–	–	0.01%	146
2025 Q1	$102K	Hold	420	–	–	0.02%	131
2024 Q4	$89.2K	Buy	+420	New	+$93.2K	0.02%	136

Other funds holding MRSH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Evelyn Partners Investment Management Services reduced its Marsh (MRSH) stake by 46% in Q1 2026, selling an estimated $80.5K and leaving 520 shares worth $90.2K. The position accounts for 0.01% of the portfolio, ranked #150.

Evelyn Partners Investment Management Services first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $180K in Q4 2025. 1,537 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Evelyn Partners Investment Management Services held 520 shares of Marsh worth $90.2K as of Q1 2026.
Evelyn Partners Investment Management Services sold 448 Marsh shares in Q1 2026, an estimated $80.5K.
Marsh made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #150 holding.
Evelyn Partners Investment Management Services first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Marsh position peaked at $180K in Q4 2025.
1,537 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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