EFA
MRSH

Evernest Financial Advisors’s Marsh MRSH Stock Holding History

Evernest Financial Advisors’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 		$273K Sell
1,639
-119
-7% -$19.9K 0.06% 160
2026
Q1 		$299K Sell
1,758
-136
-7% -$24.5K 0.06% 146
2025
Q4 		$324K Sell
1,894
-471
-20% -$88K 0.07% 139
2025
Q3 		$477K Sell
2,365
-145
-6% -$29.8K 0.13% 117
2025
Q2 		$549K Buy
2,510
+336
+15% +$75.9K 0.18% 106
2025
Q1 		$531K Hold
2,174
– – 0.19% 99
2024
Q4 		$462K Sell
2,174
-57
-3% -$12.6K 0.12% 114
2024
Q3 		$498K Buy
2,231
+158
+8% +$35.1K 0.13% 105
2024
Q2 		$437K Sell
2,073
-44
-2% -$9.04K 0.2% 93
2024
Q1 		$429K Buy
2,117
+346
+20% +$69K 0.2% 91
2023
Q4 		$336K Buy
+1,771
New +$342K 0.17% 104
2021
Q4 		$353K Buy
+1,782
New +$296K 0.18% 93

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

Evernest Financial Advisors's MRSH Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Marsh (MRSH) stake by 6.8% in Q2 2026, selling an estimated $19.9K and leaving 1,639 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #160.

Evernest Financial Advisors first reported a position in MRSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $549K in Q2 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evernest Financial Advisors held 1,639 shares of Marsh worth $273K as of Q2 2026.
  • Evernest Financial Advisors sold 119 Marsh shares in Q2 2026, an estimated $19.9K.
  • Marsh made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • Evernest Financial Advisors first reported a position in Marsh in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Marsh position peaked at $549K in Q2 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.