EWS
MRSH

Evergreen Wealth Solutions’s Marsh MRSH Stock Holding History

Evergreen Wealth Solutions’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 		$847K Buy
4,882
+506
+12% +$91K 0.06% 182
2025
Q4 		$812K Buy
+4,376
New +$818K 0.11% 93

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

Evergreen Wealth Solutions's MRSH Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Marsh (MRSH) stake by 12% in Q1 2026, buying an estimated $91K and bringing the position to 4,882 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #182.

Evergreen Wealth Solutions first reported a position in MRSH in Q4 2025 and has held it in 2 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Evergreen Wealth Solutions held 4,882 shares of Marsh worth $847K as of Q1 2026.
  • Evergreen Wealth Solutions bought 506 Marsh shares in Q1 2026, an estimated $91K.
  • Marsh made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #182 holding.
  • Evergreen Wealth Solutions first reported a position in Marsh in Q4 2025 and has held it in 2 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.