Everence Capital Management’s Marsh MRSH Stock Holding History

Everence Capital 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	$2.33M	Sell	13,432 -776	-5%	-$140K	0.14%	129
2025 Q4	$2.64M	Sell	14,208 -2,112	-13%	-$395K	0.16%	110
2025 Q3	$3.29M	Buy	16,320 +3,690	+29%	+$759K	0.2%	93
2025 Q2	$2.76M	Sell	12,630 -3,220	-20%	-$727K	0.18%	105
2025 Q1	$3.87M	Sell	15,850 -270	-2%	-$61.3K	0.26%	68
2024 Q4	$3.42M	Buy	16,120 +6,260	+63%	+$1.39M	0.22%	77
2024 Q3	$2.2M	Hold	9,860	–	–	0.14%	128
2024 Q2	$1.97K	Hold	9,860	–	–	0.14%	136
2024 Q1	$2.03K	Sell	9,860 -2,140	-18%	-$427K	0.13%	144
2023 Q4	$2.27M	Sell	12,000 -2,120	-15%	-$410K	0.16%	116
2023 Q3	$2.69K	Hold	14,120	–	–	0.21%	97
2023 Q2	$2.44M	Buy	14,120 +2,690	+24%	+$477K	0.2%	100
2023 Q1	$1.9K	Buy	11,430 +20	+0.2%	+$3.33K	0.16%	117
2022 Q4	$1.89K	Buy	11,410 +2,020	+22%	+$330K	0.16%	119
2022 Q3	$1.4M	Sell	9,390 -8,480	-47%	-$1.36M	0.13%	142
2022 Q2	$2.77M	Hold	17,870	–	–	0.25%	74
2022 Q1	$3.04M	Buy	17,870 +2,480	+16%	+$391K	0.23%	82
2021 Q4	$2.67M	Hold	15,390	–	–	0.2%	92
2021 Q3	$2.33M	Hold	15,390	–	–	0.19%	95
2021 Q2	$2.17M	Hold	15,390	–	–	0.18%	105
2021 Q1	$1.88M	Hold	15,390	–	–	0.17%	109
2020 Q4	$1.8M	Sell	15,390 -2,480	-14%	-$282K	0.18%	99
2020 Q3	$2.05M	Hold	17,870	–	–	0.23%	77
2020 Q2	$1.89M	Hold	17,870	–	–	0.22%	79
2020 Q1	$1.54M	Hold	17,870	–	–	0.22%	80
2019 Q4	$1.99M	Sell	17,870 -441	-2%	-$46.1K	0.3%	67
2019 Q3	$1.83M	Hold	18,311	–	–	0.3%	77
2019 Q2	$1.83M	Hold	18,311	–	–	0.3%	74
2019 Q1	$1.72M	Buy	18,311 +2,995	+20%	+$265K	0.3%	76
2018 Q4	$1.22M	Hold	15,316	–	–	0.28%	93
2018 Q3	$1.27M	Hold	15,316	–	–	0.25%	100
2018 Q2	$1.25M	Hold	15,316	–	–	0.27%	96
2018 Q1	$1.26M	Hold	15,316	–	–	0.28%	98
2017 Q4	$1.25M	Sell	15,316 -5,731	-27%	-$476K	0.27%	97
2017 Q3	$1.76M	Hold	21,047	–	–	0.4%	66
2017 Q2	$1.64M	Hold	21,047	–	–	0.4%	68
2017 Q1	$1.55M	Hold	21,047	–	–	0.41%	70
2016 Q4	$1.42M	Buy	21,047 +12,517	+147%	+$839K	0.41%	70
2016 Q3	$574K	Hold	8,530	–	–	0.17%	171
2016 Q2	$584K	Buy	8,530 +2,600	+44%	+$167K	0.18%	166
2016 Q1	$360K	Hold	5,930	–	–	0.11%	223
2015 Q4	$329K	Hold	5,930	–	–	0.11%	225
2015 Q3	$310K	Hold	5,930	–	–	0.11%	227
2015 Q2	$336K	Hold	5,930	–	–	0.11%	222
2015 Q1	$337K	Hold	5,930	–	–	0.11%	223
2014 Q4	$339K	Hold	5,930	–	–	0.12%	218
2014 Q3	$315K	Hold	5,930	–	–	0.12%	210
2014 Q2	$307K	Hold	5,930	–	–	0.11%	215
2014 Q1	$292K	Hold	5,930	–	–	0.12%	218
2013 Q4	$287K	Hold	5,930	–	–	0.12%	214
2013 Q3	$258K	Hold	5,930	–	–	0.11%	215
2013 Q2	$237K	Buy	+5,930	New	+$232K	0.11%	220

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Everence Capital Management's MRSH Position: Q1 2026 in Review

Everence Capital Management reduced its Marsh (MRSH) stake by 5.5% in Q1 2026, selling an estimated $140K and leaving 13,432 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #129.

Everence Capital Management first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.87M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Everence Capital Management held 13,432 shares of Marsh worth $2.33M as of Q1 2026.
Everence Capital Management sold 776 Marsh shares in Q1 2026, an estimated $140K.
Marsh made up 0.14% of Everence Capital Management's portfolio in Q1 2026, its #129 holding.
Everence Capital Management first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Marsh position peaked at $3.87M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.