AT
MRSH

American Trust’s Marsh MRSH Stock Holding History

American Trust’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 		$1.9M Sell
11,425
-1,348
-11% -$225K 0.15% 79
2026
Q1 		$2.22M Sell
12,773
-2,841
-18% -$511K 0.2% 67
2025
Q4 		$2.9M Sell
15,614
-238
-2% -$44.5K 0.24% 62
2025
Q3 		$3.19M Sell
15,852
-286
-2% -$58.8K 0.27% 63
2025
Q2 		$3.53M Sell
16,138
-19
-0.1% -$4.29K 0.33% 54
2025
Q1 		$3.94M Sell
16,157
-5,749
-26% -$1.3M 0.97% 26
2024
Q4 		$4.65M Sell
21,906
-280
-1% -$62.1K 0.35% 50
2024
Q3 		$4.95M Sell
22,186
-3,983
-15% -$884K 0.41% 40
2024
Q2 		$5.51M Sell
26,169
-1,544
-6% -$317K 0.45% 37
2024
Q1 		$5.71M Buy
27,713
+536
+2% +$107K 0.48% 35
2023
Q4 		$5.15M Sell
27,177
-820
-3% -$158K 0.38% 41
2023
Q3 		$5.33M Sell
27,997
-5,194
-16% -$995K 0.41% 35
2023
Q2 		$6.24M Sell
33,191
-341
-1% -$60.5K 0.43% 41
2023
Q1 		$5.58M Sell
33,532
-544
-2% -$90.6K 0.39% 46
2022
Q4 		$5.64M Sell
34,076
-494
-1% -$80.8K 0.52% 41
2022
Q3 		$5.16M Buy
34,570
+699
+2% +$112K 0.44% 42
2022
Q2 		$5.26M Buy
33,871
+1,886
+6% +$302K 0.42% 48
2022
Q1 		$5.45M Buy
31,985
+13,092
+69% +$2.06M 0.37% 56
2021
Q4 		$3.28M Buy
+18,893
New +$3.14M 0.25% 65

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

American Trust's MRSH Position: Q2 2026 in Review

American Trust reduced its Marsh (MRSH) stake by 11% in Q2 2026, selling an estimated $225K and leaving 11,425 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #79.

American Trust first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q2 2023. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • American Trust held 11,425 shares of Marsh worth $1.9M as of Q2 2026.
  • American Trust sold 1,348 Marsh shares in Q2 2026, an estimated $225K.
  • Marsh made up 0.15% of American Trust's portfolio in Q2 2026, its #79 holding.
  • American Trust first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • American Trust's Marsh position peaked at $6.24M in Q2 2023.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.