ECM
MRSH

Evergreen Capital Management’s Marsh MRSH Stock Holding History

Evergreen 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
Q2 		$1.48M Buy
8,867
+2,345
+36% +$392K 0.03% 402
2026
Q1 		$1.13M Buy
6,522
+4,138
+174% +$744K 0.02% 455
2025
Q4 		$442K Sell
2,384
-238
-9% -$44.5K 0.01% 816
2025
Q3 		$528K Buy
2,622
+683
+35% +$140K 0.01% 631
2025
Q2 		$424K Sell
1,939
-59
-3% -$13.3K 0.01% 636
2025
Q1 		$488K Buy
1,998
+159
+9% +$36.1K 0.02% 519
2024
Q4 		$391K Sell
1,839
-73
-4% -$16.2K 0.01% 607
2024
Q3 		$427K Buy
1,912
+121
+7% +$26.9K 0.01% 571
2024
Q2 		$377K Buy
1,791
+274
+18% +$56.3K 0.01% 566
2024
Q1 		$312K Buy
1,517
+103
+7% +$20.5K 0.01% 614
2023
Q4 		$268K Sell
1,414
-110
-7% -$21.3K 0.01% 644
2023
Q3 		$290K Buy
1,524
+38
+3% +$7.28K 0.01% 565
2023
Q2 		$279K Buy
1,486
+73
+5% +$13K 0.01% 589
2023
Q1 		$235K Buy
1,413
+13
+0.9% +$2.17K 0.01% 606
2022
Q4 		$232K Buy
+1,400
New +$229K 0.01% 562

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evergreen Capital Management's MRSH Position: Q2 2026 in Review

Evergreen Capital Management increased its Marsh (MRSH) stake by 36% in Q2 2026, buying an estimated $392K and bringing the position to 8,867 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #402.

Evergreen Capital Management first reported a position in MRSH in Q4 2022 and has held it in 15 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evergreen Capital Management held 8,867 shares of Marsh worth $1.48M as of Q2 2026.
  • Evergreen Capital Management bought 2,345 Marsh shares in Q2 2026, an estimated $392K.
  • Marsh made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #402 holding.
  • Evergreen Capital Management first reported a position in Marsh in Q4 2022 and has held it in 15 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.