EW
MRSH

Evoke Wealth’s Marsh MRSH Stock Holding History

Evoke Wealth’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
-5,458
Closed -$947K – 398
2026
Q1 		$947K Buy
5,458
+2,943
+117% +$529K 0.02% 287
2025
Q4 		$467K Buy
2,515
+205
+9% +$38.3K 0.01% 412
2025
Q3 		$466K Buy
2,310
+500
+28% +$103K 0.01% 375
2025
Q2 		$396K Sell
1,810
-111
-6% -$25.1K 0.01% 393
2025
Q1 		$469K Buy
1,921
+269
+16% +$61K 0.01% 285
2024
Q4 		$351K Buy
1,652
+42
+3% +$9.32K 0.01% 315
2024
Q3 		$359K Buy
+1,610
New +$357K 0.01% 307
2024
Q2 		– Sell
-1,338
Closed -$276K – 279
2024
Q1 		$276K Buy
+1,338
New +$267K 0.01% 337
2023
Q4 		– Sell
-1,205
Closed -$229K – 249
2023
Q3 		$229K Buy
+1,205
New +$231K 0.01% 334
2022
Q4 		– Sell
-1,379
Closed -$206K – 833
2022
Q3 		$206K Buy
1,379
+1,175
+576% +$189K 0.01% 317
2022
Q2 		$32K Buy
204
+36
+21% +$5.77K ﹤0.01% 582
2022
Q1 		$29K Sell
168
-128
-43% -$20.2K ﹤0.01% 597
2021
Q4 		$52K Buy
296
+2
+0.7% +$332 ﹤0.01% 527
2021
Q3 		$44K Sell
294
-18
-6% -$2.72K ﹤0.01% 523
2021
Q2 		$44K Sell
312
-52
-14% -$6.97K ﹤0.01% 540
2021
Q1 		$44K Buy
364
+240
+194% +$27.6K ﹤0.01% 469
2020
Q4 		$15K Buy
124
+1
+0.8% +$114 ﹤0.01% 527
2020
Q3 		$14K Sell
123
-2
-2% -$229 ﹤0.01% 521
2020
Q2 		$14K Sell
125
-485
-80% -$49.1K ﹤0.01% 516
2020
Q1 		$52.7K Sell
610
-1,427
-70% -$152K 0.01% 340
2019
Q4 		$227K Buy
2,037
+491
+32% +$51.3K 0.03% 208
2019
Q3 		$155K Buy
+1,546
New +$155K 0.02% 304

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

Evoke Wealth's MRSH Position: Q2 2026 in Review

Evoke Wealth sold out of Marsh (MRSH) in Q2 2026, closing a stake of 5,458 shares — an estimated $947K sold.

Evoke Wealth first reported a position in MRSH in Q3 2019 and held it in 22 quarters. The position peaked at $947K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evoke Wealth reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,458 Marsh shares in Q2 2026, an estimated $947K.
  • Evoke Wealth first reported a position in Marsh in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Marsh position peaked at $947K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.