EWA
MRSH

Exencial Wealth Advisors’s Marsh MRSH Stock Holding History

Exencial 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
Q1 		$3.91M Sell
22,556
-841
-4% -$151K 0.12% 166
2025
Q4 		$4.34M Sell
23,397
-187
-0.8% -$35K 0.14% 149
2025
Q3 		$4.75M Buy
23,584
+514
+2% +$106K 0.15% 141
2025
Q2 		$5.04M Sell
23,070
-4,688
-17% -$1.06M 0.18% 135
2025
Q1 		$6.77M Sell
27,758
-421
-1% -$95.5K 0.25% 117
2024
Q4 		$5.99M Sell
28,179
-1,211
-4% -$269K 0.22% 126
2024
Q3 		$6.56M Sell
29,390
-1,404
-5% -$312K 0.24% 114
2024
Q2 		$6.49M Sell
30,794
-3,183
-9% -$654K 0.24% 114
2024
Q1 		$7M Sell
33,977
-1,716
-5% -$342K 0.26% 110
2023
Q4 		$6.76M Sell
35,693
-328
-0.9% -$63.4K 0.28% 107
2023
Q3 		$6.85M Sell
36,021
-2,533
-7% -$485K 0.33% 93
2023
Q2 		$7.25M Buy
38,554
+339
+0.9% +$60.2K 0.33% 91
2023
Q1 		$6.36M Buy
38,215
+1,249
+3% +$208K 0.33% 88
2022
Q4 		$6.12M Buy
36,966
+5,321
+17% +$870K 0.33% 91
2022
Q3 		$4.72M Buy
31,645
+802
+3% +$129K 0.29% 103
2022
Q2 		$4.79M Sell
30,843
-166
-0.5% -$26.6K 0.27% 116
2022
Q1 		$5.29M Buy
31,009
+880
+3% +$139K 0.27% 117
2021
Q4 		$5.24M Buy
30,129
+1,319
+5% +$219K 0.25% 127
2021
Q3 		$4.36M Buy
28,810
+2,231
+8% +$337K 0.19% 114
2021
Q2 		$3.74M Sell
26,579
-6,015
-18% -$806K 0.2% 139
2021
Q1 		$3.97M Buy
32,594
+9,893
+44% +$1.14M 0.24% 132
2020
Q4 		$2.66M Sell
22,701
-27,467
-55% -$3.12M 0.18% 135
2020
Q3 		$5.75M Buy
50,168
+27,672
+123% +$3.17M 0.31% 104
2020
Q2 		$2.42M Buy
+22,496
New +$2.28M 0.21% 128

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Exencial Wealth Advisors's MRSH Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Marsh (MRSH) stake by 3.6% in Q1 2026, selling an estimated $151K and leaving 22,556 shares worth $3.91M. The position accounts for 0.12% of the portfolio, ranked #166.

Exencial Wealth Advisors first reported a position in MRSH in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.25M in Q2 2023. 1,545 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Exencial Wealth Advisors held 22,556 shares of Marsh worth $3.91M as of Q1 2026.
  • Exencial Wealth Advisors sold 841 Marsh shares in Q1 2026, an estimated $151K.
  • Marsh made up 0.12% of Exencial Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • Exencial Wealth Advisors first reported a position in Marsh in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Marsh position peaked at $7.25M in Q2 2023.
  • 1,545 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.