EA
MRSH

Everpar Advisors’s Marsh MRSH Stock Holding History

Everpar 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 		$224K Buy
1,343
+55
+4% +$9.19K 0.06% 276
2026
Q1 		$223K Sell
1,288
-442
-26% -$79.5K 0.08% 259
2025
Q4 		$321K Buy
1,730
+123
+8% +$23K 0.12% 185
2025
Q3 		$324K Sell
1,607
-533
-25% -$110K 0.13% 188
2025
Q2 		$468K Buy
2,140
+122
+6% +$27.5K 0.21% 125
2025
Q1 		$492K Sell
2,018
-165
-8% -$37.4K 0.26% 101
2024
Q4 		$464K Buy
2,183
+18
+0.8% +$3.99K 0.23% 119
2024
Q3 		$483K Sell
2,165
-39
-2% -$8.66K 0.25% 123
2024
Q2 		$464K Buy
2,204
+597
+37% +$123K 0.23% 132
2024
Q1 		$331K Sell
1,607
-712
-31% -$142K 0.2% 164
2023
Q4 		$439K Buy
+2,319
New +$448K 0.2% 171

Other funds holding MRSH

Ninety One (UK)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
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
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Everpar Advisors's MRSH Position: Q2 2026 in Review

Everpar Advisors increased its Marsh (MRSH) stake by 4.3% in Q2 2026, buying an estimated $9.19K and bringing the position to 1,343 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #276.

Everpar Advisors first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $492K in Q1 2025. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Everpar Advisors held 1,343 shares of Marsh worth $224K as of Q2 2026.
  • Everpar Advisors bought 55 Marsh shares in Q2 2026, an estimated $9.19K.
  • Marsh made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #276 holding.
  • Everpar Advisors first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Marsh position peaked at $492K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.