Evercore Wealth Management’s Marsh MRSH Stock Holding History

Evercore Wealth 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 Q2	$1.14M	Sell	6,844 -1,200	-15%	-$201K	0.02%	216
2026 Q1	$1.4M	Hold	8,044	–	–	0.02%	188
2025 Q4	$1.49M	Sell	8,044 -45	-0.6%	-$8.41K	0.02%	184
2025 Q3	$1.63M	Sell	8,089 -6	-0.1%	-$1.23K	0.02%	181
2025 Q2	$1.77M	Hold	8,095	–	–	0.03%	166
2025 Q1	$1.98M	Sell	8,095 -1	-0%	-$227	0.03%	156
2024 Q4	$1.72M	Sell	8,096 -2,153	-21%	-$478K	0.03%	171
2024 Q3	$2.29M	Buy	10,249 +212	+2%	+$47.1K	0.03%	150
2024 Q2	$2.11M	Buy	10,037 +1,218	+14%	+$250K	0.03%	154
2024 Q1	$1.82M	Sell	8,819 -71	-0.8%	-$14.2K	0.03%	170
2023 Q4	$1.68M	Buy	8,890 +1,223	+16%	+$236K	0.03%	176
2023 Q3	$1.46M	Sell	7,667 -852	-10%	-$163K	0.03%	178
2023 Q2	$1.6M	Buy	8,519 +150	+2%	+$26.6K	0.03%	177
2023 Q1	$1.39M	Sell	8,369 -13	-0.2%	-$2.17K	0.03%	180
2022 Q4	$1.39M	Buy	8,382 +449	+6%	+$73.4K	0.03%	178
2022 Q3	$1.18M	Hold	7,933	–	–	0.03%	183
2022 Q2	$1.23M	Hold	7,933	–	–	0.03%	186
2022 Q1	$1.35M	Buy	7,933 +4	+0.1%	+$631	0.02%	197
2021 Q4	$1.38M	Hold	7,929	–	–	0.02%	196
2021 Q3	$1.2M	Sell	7,929 -500	-6%	-$75.6K	0.02%	205
2021 Q2	$1.19M	Sell	8,429 -350	-4%	-$46.9K	0.02%	208
2021 Q1	$1.07M	Sell	8,779 -87	-1%	-$10K	0.02%	213
2020 Q4	$1.04M	Sell	8,866 -216	-2%	-$24.5K	0.02%	213
2020 Q3	$1.04M	Buy	9,082 +403	+5%	+$46.2K	0.03%	192
2020 Q2	$932K	Sell	8,679 -841	-9%	-$85.1K	0.02%	192
2020 Q1	$823K	Buy	9,520 +699	+8%	+$74.5K	0.03%	197
2019 Q4	$983K	Buy	8,821 +102	+1%	+$10.7K	0.03%	204
2019 Q3	$872K	Sell	8,719 -695	-7%	-$69.5K	0.03%	222
2019 Q2	$939K	Hold	9,414	–	–	0.03%	212
2019 Q1	$884K	Buy	9,414 +821	+10%	+$72.6K	0.03%	214
2018 Q4	$685K	Buy	8,593 +1,593	+23%	+$133K	0.03%	219
2018 Q3	$579K	Hold	7,000	–	–	0.02%	261
2018 Q2	$574K	Sell	7,000 -2,044	-23%	-$167K	0.02%	257
2018 Q1	$747K	Hold	9,044	–	–	0.03%	206
2017 Q4	$736K	Hold	9,044	–	–	0.03%	217
2017 Q3	$758K	Buy	9,044 +139	+2%	+$11K	0.03%	207
2017 Q2	$695K	Hold	8,905	–	–	0.03%	216
2017 Q1	$658K	Sell	8,905 -32	-0.4%	-$2.29K	0.03%	225
2016 Q4	$604K	Buy	8,937 +472	+6%	+$31.6K	0.03%	237
2016 Q3	$570K	Buy	8,465 +715	+9%	+$47.9K	0.02%	238
2016 Q2	$530K	Buy	7,750 +687	+10%	+$44.1K	0.02%	235
2016 Q1	$430K	Hold	7,063	–	–	0.02%	258
2015 Q4	$391K	Buy	7,063 +63	+0.9%	+$3.47K	0.02%	279
2015 Q3	$366K	Hold	7,000	–	–	0.02%	298
2015 Q2	$397K	Hold	7,000	–	–	0.02%	302
2015 Q1	$393K	Sell	7,000 -53	-0.8%	-$2.99K	0.02%	310
2014 Q4	$404K	Buy	7,053 +53	+0.8%	+$2.91K	0.02%	272
2014 Q3	$366K	Hold	7,000	–	–	0.02%	307
2014 Q2	$363K	Sell	7,000 -240	-3%	-$11.9K	0.02%	312
2014 Q1	$357K	Hold	7,240	–	–	0.02%	301
2013 Q4	$351K	Hold	7,240	–	–	0.02%	306
2013 Q3	$315K	Buy	7,240 +240	+3%	+$10.1K	0.02%	342
2013 Q2	$279K	Buy	+7,000	New	+$274K	0.02%	357

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

Evercore Wealth Management's MRSH Position: Q2 2026 in Review

Evercore Wealth Management reduced its Marsh (MRSH) stake by 15% in Q2 2026, selling an estimated $201K and leaving 6,844 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #216.

Evercore Wealth Management first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.29M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Evercore Wealth Management held 6,844 shares of Marsh worth $1.14M as of Q2 2026.
Evercore Wealth Management sold 1,200 Marsh shares in Q2 2026, an estimated $201K.
Marsh made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #216 holding.
Evercore Wealth Management first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's Marsh position peaked at $2.29M in Q3 2024.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.