EWM
MRSH

Evermay Wealth Management’s Marsh MRSH Stock Holding History

Evermay Wealth 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 		– Sell
-24
Closed -$4.16K – 676
2026
Q1 		$4.16K Buy
+24
New +$4.32K ﹤0.01% 522
2025
Q4 		– Sell
-55
Closed -$11.1K – 586
2025
Q3 		$11.1K Hold
55
– – ﹤0.01% 436
2025
Q2 		$12K Hold
55
– – ﹤0.01% 429
2025
Q1 		$13.4K Hold
55
– – ﹤0.01% 415
2024
Q4 		$11.7K Hold
55
– – ﹤0.01% 432
2024
Q3 		$12.3K Hold
55
– – ﹤0.01% 442
2024
Q2 		$11.6K Hold
55
– – ﹤0.01% 441
2024
Q1 		$11.3K Sell
55
-4
-7% -$797 ﹤0.01% 456
2023
Q4 		$11.2K Buy
59
+4
+7% +$773 ﹤0.01% 440
2023
Q3 		$10.5K Buy
+55
New +$10.5K ﹤0.01% 423

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

Evermay Wealth Management's MRSH Position: Q2 2026 in Review

Evermay Wealth Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 24 shares — an estimated $4.16K sold.

Evermay Wealth Management first reported a position in MRSH in Q3 2023 and held it in 10 quarters. The position peaked at $13.4K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evermay Wealth Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 24 Marsh shares in Q2 2026, an estimated $4.16K.
  • Evermay Wealth Management first reported a position in Marsh in Q3 2023 and held it in 10 quarters.
  • Evermay Wealth Management's Marsh position peaked at $13.4K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.