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 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 Q3	–	Sell	-88	Closed	–	–	78
2022 Q2	$0	Sell	88 -8	-8%	-$1.28K	﹤0.01%	100
2022 Q1	$0	Buy	+96	New	+$15.1K	﹤0.01%	103

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

J. Safra Asset Management's MRSH Position: Q1 2026 in Review

J. Safra Asset Management reduced its Marsh (MRSH) stake by 24% in Q1 2026, selling an estimated $11.5K and leaving 203 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

J. Safra Asset Management first reported a position in MRSH in Q1 2022 and has held it in 9 quarters since. The position peaked at $141K in Q3 2023. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

J. Safra Asset Management held 203 shares of Marsh worth $35.3K as of Q1 2026.
J. Safra Asset Management sold 64 Marsh shares in Q1 2026, an estimated $11.5K.
Marsh made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #277 holding.
J. Safra Asset Management first reported a position in Marsh in Q1 2022 and has held it in 9 quarters since.
J. Safra Asset Management's Marsh position peaked at $141K in Q3 2023.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.