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
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 $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

Evermay Wealth Management's MRSH Position: Q1 2026 in Review

Evermay Wealth Management opened a new position in Marsh (MRSH) in Q1 2026: 24 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in MRSH as recently as Q3 2025.

Evermay Wealth Management first reported a position in MRSH in Q3 2023 and has held it in 10 quarters since. The position peaked at $13.4K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Evermay Wealth Management held 24 shares of Marsh worth $4.16K as of Q1 2026.
  • Marsh was a new Evermay Wealth Management position in Q1 2026.
  • Marsh made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #522 holding.
  • Evermay Wealth Management first reported a position in Marsh in Q3 2023 and has held it in 10 quarters since.
  • Evermay Wealth Management's Marsh position peaked at $13.4K in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.