EWA
MRSH

EverSource Wealth Advisors’s Marsh MRSH Stock Holding History

EverSource Wealth 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 		$1.17M Sell
6,994
-1,815
-21% -$303K 0.04% 322
2026
Q1 		$1.53M Buy
8,809
+2,545
+41% +$458K 0.05% 276
2025
Q4 		$1.16M Buy
6,264
+244
+4% +$45.6K 0.04% 297
2025
Q3 		$1.21M Buy
6,020
+137
+2% +$28.2K 0.05% 268
2025
Q2 		$1.29M Buy
5,883
+148
+3% +$33.4K 0.06% 227
2025
Q1 		$1.4M Buy
5,735
+693
+14% +$157K 0.08% 194
2024
Q4 		$1.07M Buy
5,042
+335
+7% +$74.3K 0.06% 236
2024
Q3 		$1.05M Buy
4,707
+50
+1% +$11.1K 0.07% 213
2024
Q2 		$1.04M Buy
4,657
+133
+3% +$27.3K 0.07% 209
2024
Q1 		$902K Buy
4,524
+312
+7% +$62.2K 0.07% 195
2023
Q4 		$798K Buy
4,212
+114
+3% +$22K 0.07% 188
2023
Q3 		$780K Sell
4,098
-77
-2% -$14.8K 0.08% 175
2023
Q2 		$785K Sell
4,175
-345
-8% -$61.2K 0.09% 184
2023
Q1 		$753K Sell
4,520
-134
-3% -$22.3K 0.09% 166
2022
Q4 		$770K Sell
4,654
-1,601
-26% -$262K 0.12% 144
2022
Q3 		$934K Sell
6,255
-907
-13% -$146K 0.21% 85
2022
Q2 		$1.11M Buy
7,162
+1,380
+24% +$221K 0.29% 67
2022
Q1 		$986K Buy
5,782
+2,847
+97% +$449K 0.25% 72
2021
Q4 		$511K Buy
+2,935
New +$488K 0.14% 113

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

EverSource Wealth Advisors's MRSH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Marsh (MRSH) stake by 21% in Q2 2026, selling an estimated $303K and leaving 6,994 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #322.

EverSource Wealth Advisors first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q1 2026. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • EverSource Wealth Advisors held 6,994 shares of Marsh worth $1.17M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,815 Marsh shares in Q2 2026, an estimated $303K.
  • Marsh made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • EverSource Wealth Advisors first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Marsh position peaked at $1.53M in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.