GEM Asset Management
MRSH icon

GEM Asset Management’s Marsh MRSH Stock Holding History

GEM 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
Q3 		$329K Hold
1,929
– – 0.13% 87
2026
Q2 		$322K Hold
1,929
– – 0.13% 84
2026
Q1 		$335K Sell
1,929
-4
-0.2% -$719 0.15% 81
2025
Q4 		$354K Sell
1,933
-5
-0.3% -$935 0.16% 78
2025
Q3 		$395K Buy
+1,938
New +$399K 0.19% 71

Other funds holding MRSH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

GEM Asset Management's MRSH Position: Q3 2026 in Review

GEM Asset Management held its Marsh (MRSH) position steady in Q3 2026 at 1,929 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #87.

GEM Asset Management first reported a position in MRSH in Q3 2025 and has held it in 5 quarters since. The position peaked at $395K in Q3 2025. 967 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • GEM Asset Management held 1,929 shares of Marsh worth $329K as of Q3 2026.
  • GEM Asset Management left its Marsh share count unchanged in Q3 2026.
  • Marsh made up 0.13% of GEM Asset Management's portfolio in Q3 2026, its #87 holding.
  • GEM Asset Management first reported a position in Marsh in Q3 2025 and has held it in 5 quarters since.
  • GEM Asset Management's Marsh position peaked at $395K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.