EPIM
MRSH

Evelyn Partners Investment Management’s Marsh MRSH Stock Holding History

Evelyn Partners Investment Management’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 		$2.6M Sell
14,966
-2,529
-14% -$455K 0.07% 94
2025
Q4 		$3.25M Sell
17,495
-335
-2% -$62.6K 0.09% 87
2025
Q3 		$3.59M Hold
17,830
– – 0.1% 83
2025
Q2 		$3.9M Sell
17,830
-3,130
-15% -$707K 0.12% 80
2025
Q1 		$5.11M Sell
20,960
-333
-2% -$75.6K 0.17% 72
2024
Q4 		$4.52M Buy
+21,293
New +$4.72M 0.15% 75

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Marsh (MRSH) stake by 14% in Q1 2026, selling an estimated $455K and leaving 14,966 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #94.

Evelyn Partners Investment Management first reported a position in MRSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Evelyn Partners Investment Management held 14,966 shares of Marsh worth $2.6M as of Q1 2026.
  • Evelyn Partners Investment Management sold 2,529 Marsh shares in Q1 2026, an estimated $455K.
  • Marsh made up 0.07% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #94 holding.
  • Evelyn Partners Investment Management first reported a position in Marsh in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Marsh position peaked at $5.11M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

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