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
Q2 		$7.5K Buy
45
+13
+41% +$2.17K ﹤0.01% 626
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 $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

Evolution Wealth Management's MRSH Position: Q2 2026 in Review

Evolution Wealth Management increased its Marsh (MRSH) stake by 41% in Q2 2026, buying an estimated $2.17K and bringing the position to 45 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Evolution Wealth Management first reported a position in MRSH in Q2 2025 and has held it in 4 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evolution Wealth Management held 45 shares of Marsh worth $7.5K as of Q2 2026.
  • Evolution Wealth Management bought 13 Marsh shares in Q2 2026, an estimated $2.17K.
  • Marsh made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Evolution Wealth Management first reported a position in Marsh in Q2 2025 and has held it in 4 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.