Everett Harris & Co’s Marsh MRSH Stock Holding History

Everett Harris & Co’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	$211K	Hold	1,265	–	–	﹤0.01%	277
2026 Q1	$219K	Sell	1,265 -158	-11%	-$28.4K	﹤0.01%	307
2025 Q4	$264K	Hold	1,423	–	–	﹤0.01%	298
2025 Q3	$287K	Buy	1,423 +6	+0.4%	+$1.23K	﹤0.01%	279
2025 Q2	$310K	Buy	1,417 +5	+0.4%	+$1.13K	﹤0.01%	268
2025 Q1	$345K	Hold	1,412	–	–	﹤0.01%	249
2024 Q4	$300K	Buy	1,412 +58	+4%	+$12.9K	﹤0.01%	245
2024 Q3	$302K	Hold	1,354	–	–	﹤0.01%	234
2024 Q2	$285K	Buy	1,354 +158	+13%	+$32.5K	﹤0.01%	234
2024 Q1	$246K	Hold	1,196	–	–	﹤0.01%	249
2023 Q4	$227K	Sell	1,196 -66	-5%	-$12.8K	﹤0.01%	241
2023 Q3	$240K	Buy	1,262 +33	+3%	+$6.33K	﹤0.01%	228
2023 Q2	$231K	Hold	1,229	–	–	﹤0.01%	235
2023 Q1	$205K	Hold	1,229	–	–	﹤0.01%	245
2022 Q4	$203K	Buy	+1,229	New	+$201K	﹤0.01%	247
2022 Q3	–	Sell	-1,300	Closed	-$202K	–	265
2022 Q2	$202K	Buy	+1,300	New	+$208K	﹤0.01%	251

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

Everett Harris & Co's MRSH Position: Q2 2026 in Review

Everett Harris & Co held its Marsh (MRSH) position steady in Q2 2026 at 1,265 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Everett Harris & Co first reported a position in MRSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $345K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Everett Harris & Co held 1,265 shares of Marsh worth $211K as of Q2 2026.
Everett Harris & Co left its Marsh share count unchanged in Q2 2026.
Marsh made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #277 holding.
Everett Harris & Co first reported a position in Marsh in Q2 2022 and has held it in 16 quarters since.
Everett Harris & Co's Marsh position peaked at $345K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.