ADL
MRSH

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Dedication LLC's MRSH Position: Q1 2026 in Review

Asset Dedication LLC reduced its Marsh (MRSH) stake by 20% in Q1 2026, selling an estimated $6.47K and leaving 144 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Asset Dedication LLC first reported a position in MRSH in Q4 2015 and has held it in 27 quarters since. The position peaked at $33.7K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Asset Dedication LLC held 144 shares of Marsh worth $25K as of Q1 2026.
  • Asset Dedication LLC sold 36 Marsh shares in Q1 2026, an estimated $6.47K.
  • Marsh made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #602 holding.
  • Asset Dedication LLC first reported a position in Marsh in Q4 2015 and has held it in 27 quarters since.
  • Asset Dedication LLC's Marsh position peaked at $33.7K in Q2 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.