CFAM
MRSH

Center For Asset Management’s Marsh MRSH Stock Holding History

Center For 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 		– Sell
-4,511
Closed -$782K – 155
2026
Q1 		$782K Sell
4,511
-39
-0.9% -$7.01K 0.39% 64
2025
Q4 		$844K Sell
4,550
-1,002
-18% -$187K 0.44% 57
2025
Q3 		$1.12M Buy
5,552
+95
+2% +$19.5K 0.6% 41
2025
Q2 		$1.16M Buy
5,457
+70
+1% +$15.8K 0.71% 33
2025
Q1 		$1.31M Sell
5,387
-182
-3% -$41.3K 0.8% 31
2024
Q4 		$1.18M Buy
5,569
+73
+1% +$16.2K 0.77% 31
2024
Q3 		$1.23M Buy
5,496
+100
+2% +$22.2K 0.73% 33
2024
Q2 		$1.14M Buy
5,396
+53
+1% +$10.9K 0.75% 33
2024
Q1 		$1.1M Sell
5,343
-79
-1% -$15.7K 0.9% 28
2023
Q4 		$1.03M Sell
5,422
-190
-3% -$36.7K 0.94% 23
2023
Q3 		$1.07M Sell
5,612
-146
-3% -$28K 1.07% 23
2023
Q2 		$1.08M Buy
5,758
+4,165
+261% +$739K 1.02% 23
2023
Q1 		$265K Sell
1,593
-15
-0.9% -$2.5K 0.26% 86
2022
Q4 		$266K Buy
+1,608
New +$263K 0.25% 96
2022
Q2 		– Sell
-2,736
Closed -$466K – 134
2022
Q1 		$466K Buy
2,736
+417
+18% +$65.7K 0.36% 54
2021
Q4 		$403K Buy
2,319
+804
+53% +$134K 0.3% 63
2021
Q3 		$229K Buy
+1,515
New +$229K 0.19% 90

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

Center For Asset Management's MRSH Position: Q2 2026 in Review

Center For Asset Management sold out of Marsh (MRSH) in Q2 2026, closing a stake of 4,511 shares — an estimated $782K sold.

Center For Asset Management first reported a position in MRSH in Q3 2021 and held it in 17 quarters. The position peaked at $1.31M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Center For Asset Management reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Center For Asset Management sold 4,511 Marsh shares in Q2 2026, an estimated $782K.
  • Center For Asset Management first reported a position in Marsh in Q3 2021 and held it in 17 quarters.
  • Center For Asset Management's Marsh position peaked at $1.31M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.