Washington Trust Advisors’s Marsh MRSH Stock Holding History

Washington Trust 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	$115K	Buy	662 +64	+11%	+$11.5K	0.01%	277
2025 Q4	$111K	Buy	598 +9	+2%	+$1.68K	0.01%	275
2025 Q3	$119K	Buy	589 +39	+7%	+$8.02K	0.01%	264
2025 Q2	$120K	Hold	550	–	–	0.01%	244
2025 Q1	$134K	Hold	550	–	–	0.01%	227
2024 Q4	$117K	Hold	550	–	–	0.01%	242
2024 Q3	$123K	Sell	550 -93	-14%	-$20.6K	0.01%	244
2024 Q2	$135K	Sell	643 -40	-6%	-$8.22K	0.01%	225
2024 Q1	$141K	Hold	683	–	–	0.01%	218
2023 Q4	$129K	Hold	683	–	–	0.01%	220
2023 Q3	$130K	Hold	683	–	–	0.01%	217
2023 Q2	$128K	Sell	683 -199	-23%	-$35.3K	0.01%	212
2023 Q1	$147K	Buy	882 +75	+9%	+$12.5K	0.02%	201
2022 Q4	$134K	Sell	807 -49	-6%	-$8.01K	0.01%	214
2022 Q3	$128K	Hold	856	–	–	0.01%	244
2022 Q2	$133K	Hold	856	–	–	0.01%	255
2022 Q1	$146K	Sell	856 -44	-5%	-$6.94K	0.01%	279
2021 Q4	$157K	Buy	+900	New	+$150K	0.01%	283

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Washington Trust Advisors's MRSH Position: Q1 2026 in Review

Washington Trust Advisors increased its Marsh (MRSH) stake by 11% in Q1 2026, buying an estimated $11.5K and bringing the position to 662 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #277.

Washington Trust Advisors first reported a position in MRSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $157K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Washington Trust Advisors held 662 shares of Marsh worth $115K as of Q1 2026.
Washington Trust Advisors bought 64 Marsh shares in Q1 2026, an estimated $11.5K.
Marsh made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #277 holding.
Washington Trust Advisors first reported a position in Marsh in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Marsh position peaked at $157K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.