EPW
MRSH

Evolve Private Wealth’s Marsh MRSH Stock Holding History

Evolve Private 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 		$878K Buy
5,268
+502
+11% +$83.9K 0.05% 316
2026
Q1 		$827K Buy
4,766
+1,893
+66% +$340K 0.04% 386
2025
Q4 		$533K Buy
+2,873
New +$537K 0.03% 512

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

Evolve Private Wealth's MRSH Position: Q2 2026 in Review

Evolve Private Wealth increased its Marsh (MRSH) stake by 11% in Q2 2026, buying an estimated $83.9K and bringing the position to 5,268 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #316.

Evolve Private Wealth first reported a position in MRSH in Q4 2025 and has held it in 3 quarters since. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Evolve Private Wealth held 5,268 shares of Marsh worth $878K as of Q2 2026.
  • Evolve Private Wealth bought 502 Marsh shares in Q2 2026, an estimated $83.9K.
  • Marsh made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #316 holding.
  • Evolve Private Wealth first reported a position in Marsh in Q4 2025 and has held it in 3 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.