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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Center For Asset Management's MRSH Position: Q1 2026 in Review

Center For Asset Management reduced its Marsh (MRSH) stake by 0.86% in Q1 2026, selling an estimated $7.01K and leaving 4,511 shares worth $782K. The position accounts for 0.39% of the portfolio, ranked #64.

Center For Asset Management first reported a position in MRSH in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Center For Asset Management held 4,511 shares of Marsh worth $782K as of Q1 2026.
Center For Asset Management sold 39 Marsh shares in Q1 2026, an estimated $7.01K.
Marsh made up 0.39% of Center For Asset Management's portfolio in Q1 2026, its #64 holding.
Center For Asset Management first reported a position in Marsh in Q3 2021 and has held it in 17 quarters since.
Center For Asset Management's Marsh position peaked at $1.31M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.