Everhart Financial Group’s Marsh MRSH Stock Holding History

Everhart Financial Group’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	–	Sell	-1,602	Closed	-$278K	–	507
2026 Q1	$278K	Buy	+1,602	New	+$288K	0.02%	369

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Everhart Financial Group's MRSH Position: Q2 2026 in Review

Everhart Financial Group sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,602 shares — an estimated $278K sold.

Everhart Financial Group first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $278K in Q1 2026. 222 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Everhart Financial Group reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
Everhart Financial Group sold 1,602 Marsh shares in Q2 2026, an estimated $278K.
Everhart Financial Group first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
Everhart Financial Group's Marsh position peaked at $278K in Q1 2026.
222 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.