EWM
MRSH

Evolution Wealth Management’s Marsh MRSH Stock Holding History

Evolution 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 		$5.55K Buy
32
+29
+967% +$5.21K ﹤0.01% 606
2025
Q4 		$557 Buy
+3
New +$561 ﹤0.01% 702
2025
Q3 		– Sell
-11
Closed -$2.4K – 649
2025
Q2 		$2.4K Buy
+11
New +$2.48K ﹤0.01% 505

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

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

Evolution Wealth Management increased its Marsh (MRSH) stake by 967% in Q1 2026, buying an estimated $5.21K and bringing the position to 32 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Evolution Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Evolution Wealth Management held 32 shares of Marsh worth $5.55K as of Q1 2026.
  • Evolution Wealth Management bought 29 Marsh shares in Q1 2026, an estimated $5.21K.
  • Marsh made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #606 holding.
  • Evolution Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 3 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.