J. Safra Asset Management’s Marsh MRSH Stock Holding History

J. Safra 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	$12.1K	Sell	72 -131	-65%	-$21.9K	﹤0.01%	382
2026 Q1	$35.3K	Sell	203 -64	-24%	-$11.5K	﹤0.01%	277
2025 Q4	$49.5K	Buy	+267	New	+$49.9K	﹤0.01%	283
2025 Q1	–	Sell	-239	Closed	-$50.7K	–	377
2024 Q4	$50.7K	Buy	+239	New	+$53K	﹤0.01%	194
2024 Q1	–	Sell	-580	Closed	-$110K	–	175
2023 Q4	$110K	Sell	580 -160	-22%	-$30.9K	0.02%	68
2023 Q3	$141K	Hold	740	–	–	0.02%	53
2023 Q2	$139K	Hold	740	–	–	0.02%	64
2023 Q1	$123K	Buy	+740	New	+$123K	0.02%	70
2022 Q2	–	Hold	0	–	–	–	55
2022 Q1	–	Hold	0	–	–	–	59

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's MRSH Position: Q2 2026 in Review

J. Safra Asset Management reduced its Marsh (MRSH) stake by 65% in Q2 2026, selling an estimated $21.9K and leaving 72 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

J. Safra Asset Management first reported a position in MRSH in Q1 2023 and has held it in 8 quarters since. The position peaked at $141K in Q3 2023. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

J. Safra Asset Management held 72 shares of Marsh worth $12.1K as of Q2 2026.
J. Safra Asset Management sold 131 Marsh shares in Q2 2026, an estimated $21.9K.
Marsh made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #382 holding.
J. Safra Asset Management first reported a position in Marsh in Q1 2023 and has held it in 8 quarters since.
J. Safra Asset Management's Marsh position peaked at $141K in Q3 2023.
1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.