Asset Dedication LLC’s Marsh MRSH Stock Holding History

Asset Dedication LLC’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	$5.83K	Sell	35 -109	-76%	-$18.2K	﹤0.01%	880
2026 Q1	$25K	Sell	144 -36	-20%	-$6.47K	﹤0.01%	602
2025 Q4	$33.4K	Buy	180 +26	+17%	+$4.86K	﹤0.01%	560
2025 Q3	$31K	Hold	154	–	–	﹤0.01%	586
2025 Q2	$33.7K	Buy	154 +35	+29%	+$7.9K	﹤0.01%	586
2025 Q1	$29K	Sell	119 -5	-4%	-$1.13K	﹤0.01%	574
2024 Q4	$26.3K	Hold	124	–	–	﹤0.01%	587
2024 Q3	$27.7K	Buy	124 +9	+8%	+$2K	﹤0.01%	618
2024 Q2	$24.2K	Hold	115	–	–	﹤0.01%	631
2024 Q1	$24K	Hold	115	–	–	﹤0.01%	555
2023 Q4	$22K	Hold	115	–	–	﹤0.01%	557
2023 Q3	$22K	Buy	115 +27	+31%	+$5.17K	﹤0.01%	545
2023 Q2	$17K	Hold	88	–	–	﹤0.01%	590
2023 Q1	$15K	Hold	88	–	–	﹤0.01%	606
2022 Q4	$15K	Buy	88 +5	+6%	+$818	﹤0.01%	599
2022 Q3	$12K	Buy	+83	New	+$13.3K	﹤0.01%	601
2022 Q2	–	Sell	-83	Closed	-$14K	–	794
2022 Q1	$14K	Sell	83 -62	-43%	-$9.77K	﹤0.01%	613
2021 Q4	$25K	Hold	145	–	–	﹤0.01%	510
2021 Q3	$22K	Buy	145 +83	+134%	+$12.6K	﹤0.01%	545
2021 Q2	$9K	Hold	62	–	–	﹤0.01%	642
2021 Q1	$8K	Hold	62	–	–	﹤0.01%	525
2020 Q4	$7K	Hold	62	–	–	﹤0.01%	599
2020 Q3	$7K	Hold	62	–	–	﹤0.01%	575
2020 Q2	$7K	Hold	62	–	–	﹤0.01%	500
2020 Q1	$5K	Hold	62	–	–	﹤0.01%	517
2019 Q4	$7K	Buy	+62	New	+$6.48K	﹤0.01%	508
2016 Q2	–	Sell	-12	Closed	-$1K	–	412
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	398
2015 Q4	$1K	Buy	+12	New	+$661	﹤0.01%	621

Other funds holding MRSH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Dedication LLC's MRSH Position: Q2 2026 in Review

Asset Dedication LLC reduced its Marsh (MRSH) stake by 76% in Q2 2026, selling an estimated $18.2K and leaving 35 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Asset Dedication LLC first reported a position in MRSH in Q4 2015 and has held it in 28 quarters since. The position peaked at $33.7K in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Asset Dedication LLC held 35 shares of Marsh worth $5.83K as of Q2 2026.
Asset Dedication LLC sold 109 Marsh shares in Q2 2026, an estimated $18.2K.
Marsh made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #880 holding.
Asset Dedication LLC first reported a position in Marsh in Q4 2015 and has held it in 28 quarters since.
Asset Dedication LLC's Marsh position peaked at $33.7K in Q2 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.