Asset Allocation & Management Company’s Marsh MRSH Stock Holding History

Asset Allocation & Management Company’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	–	Sell	-1,111	Closed	-$206K	–	95
2025 Q4	$206K	Hold	1,111	–	–	0.08%	93
2025 Q3	$224K	Sell	1,111 -589	-35%	-$121K	0.09%	84
2025 Q2	$372K	Hold	1,700	–	–	0.17%	58
2025 Q1	$415K	Hold	1,700	–	–	0.21%	56
2024 Q4	$361K	Buy	+1,700	New	+$377K	0.2%	54
2023 Q2	–	Sell	-1,363	Closed	-$227K	–	87
2023 Q1	$227K	Sell	1,363 -1,700	-56%	-$283K	0.09%	90
2022 Q4	$507K	Buy	3,063 +1,363	+80%	+$223K	0.2%	73
2022 Q3	$254K	Hold	1,700	–	–	0.1%	92
2022 Q2	$264K	Hold	1,700	–	–	0.11%	100
2022 Q1	$290K	Hold	1,700	–	–	0.1%	107
2021 Q4	$295K	Buy	+1,700	New	+$282K	0.1%	98

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Asset Allocation & Management Company's MRSH Position: Q1 2026 in Review

Asset Allocation & Management Company sold out of Marsh (MRSH) in Q1 2026, closing a stake of 1,111 shares — an estimated $206K sold.

Asset Allocation & Management Company first reported a position in MRSH in Q4 2021 and held it in 11 quarters. The position peaked at $507K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Asset Allocation & Management Company reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Asset Allocation & Management Company sold 1,111 Marsh shares in Q1 2026, an estimated $206K.
Asset Allocation & Management Company first reported a position in Marsh in Q4 2021 and held it in 11 quarters.
Asset Allocation & Management Company's Marsh position peaked at $507K in Q4 2022.
1,539 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Asset Allocation & Management Company's 13F filing for Q1 2026, filed 15 Apr 2026.