Carret Asset Management’s Marsh MRSH Stock Holding History

Carret Asset Management’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	$217K	Sell	1,300 -130	-9%	-$21.7K	0.02%	292
2026 Q1	$248K	Hold	1,430	–	–	0.02%	258
2025 Q4	$265K	Sell	1,430 -150	-9%	-$28K	0.03%	256
2025 Q3	$318K	Hold	1,580	–	–	0.03%	240
2025 Q2	$345K	Sell	1,580 -10	-0.6%	-$2.26K	0.04%	221
2025 Q1	$388K	Hold	1,590	–	–	0.04%	205
2024 Q4	$338K	Hold	1,590	–	–	0.04%	222
2024 Q3	$355K	Buy	1,590 +10	+0.6%	+$2.22K	0.04%	219
2024 Q2	$333K	Hold	1,580	–	–	0.04%	211
2024 Q1	$325K	Hold	1,580	–	–	0.04%	218
2023 Q4	$299K	Hold	1,580	–	–	0.04%	221
2023 Q3	$301K	Hold	1,580	–	–	0.04%	216
2023 Q2	$297K	Hold	1,580	–	–	0.04%	220
2023 Q1	$263K	Hold	1,580	–	–	0.04%	226
2022 Q4	$261K	Hold	1,580	–	–	0.04%	232
2022 Q3	$236K	Hold	1,580	–	–	0.04%	239
2022 Q2	$245K	Hold	1,580	–	–	0.03%	243
2022 Q1	$269K	Hold	1,580	–	–	0.03%	252
2021 Q4	$275K	Hold	1,580	–	–	0.03%	251
2021 Q3	$239K	Sell	1,580 -20	-1%	-$3.02K	0.03%	258
2021 Q2	$225K	Buy	+1,600	New	+$215K	0.03%	272

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

Carret Asset Management's MRSH Position: Q2 2026 in Review

Carret Asset Management reduced its Marsh (MRSH) stake by 9.1% in Q2 2026, selling an estimated $21.7K and leaving 1,300 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #292.

Carret Asset Management first reported a position in MRSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $388K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Carret Asset Management held 1,300 shares of Marsh worth $217K as of Q2 2026.
Carret Asset Management sold 130 Marsh shares in Q2 2026, an estimated $21.7K.
Marsh made up 0.02% of Carret Asset Management's portfolio in Q2 2026, its #292 holding.
Carret Asset Management first reported a position in Marsh in Q2 2021 and has held it in 21 quarters since.
Carret Asset Management's Marsh position peaked at $388K in Q1 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.