Laurie J. Hall Trustee’s Marsh MRSH Stock Holding History

Laurie J. Hall Trustee’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	$268K	Hold	1,610	–	–	0.08%	92
2026 Q1	$279K	Hold	1,610	–	–	0.1%	88
2025 Q4	$299K	Hold	1,610	–	–	0.1%	89
2025 Q3	$324K	Hold	1,610	–	–	0.11%	91
2025 Q2	$352K	Hold	1,610	–	–	0.12%	91
2025 Q1	$393K	Sell	1,610 -250	-13%	-$56.7K	0.14%	88
2024 Q4	$395K	Hold	1,860	–	–	0.13%	94
2024 Q3	$415K	Hold	1,860	–	–	0.13%	95
2024 Q2	$392K	Hold	1,860	–	–	0.14%	85
2024 Q1	$383K	Hold	1,860	–	–	0.13%	87
2023 Q4	$352K	Hold	1,860	–	–	0.13%	85
2023 Q3	$355K	Sell	1,860 -350	-16%	-$67.1K	0.15%	79
2023 Q2	$415K	Hold	2,210	–	–	0.16%	77
2023 Q1	$368K	Sell	2,210 -180	-8%	-$30K	0.16%	79
2022 Q4	$396K	Hold	2,390	–	–	0.18%	77
2022 Q3	$356K	Sell	2,390 -100	-4%	-$16K	0.18%	79
2022 Q2	$387K	Hold	2,490	–	–	0.18%	79
2022 Q1	$425K	Hold	2,490	–	–	0.16%	82
2021 Q4	$432K	Sell	2,490 -20	-0.8%	-$3.32K	0.15%	83
2021 Q3	$380K	Sell	2,510 -140	-5%	-$21.2K	0.15%	81
2021 Q2	$372K	Hold	2,650	–	–	0.14%	84
2021 Q1	$322K	Hold	2,650	–	–	0.12%	94
2020 Q4	$310K	Hold	2,650	–	–	0.13%	90
2020 Q3	$305K	Buy	+2,650	New	+$304K	0.14%	86
2019 Q4	$295K	Hold	2,650	–	–	0.14%	91
2019 Q3	$265K	Sell	2,650 -150	-5%	-$15K	0.14%	97
2019 Q2	$280K	Hold	2,800	–	–	0.15%	90
2019 Q1	$263K	Sell	2,800 -250	-8%	-$22.1K	0.14%	94
2018 Q4	$277K	Hold	3,050	–	–	0.15%	90
2018 Q3	$253K	Hold	3,050	–	–	0.13%	93
2018 Q2	$250K	Sell	3,050 -50	-2%	-$4.08K	0.14%	88
2018 Q1	$256K	Hold	3,100	–	–	0.16%	82
2017 Q4	$252K	Buy	3,100 +400	+15%	+$33.2K	0.14%	89
2017 Q3	$226K	Sell	2,700 -200	-7%	-$15.9K	0.14%	83
2017 Q2	$226K	Sell	2,900 -50	-2%	-$3.78K	0.14%	86
2017 Q1	$216K	Sell	2,950 -100	-3%	-$7.15K	0.14%	87
2016 Q4	$209K	Buy	+3,050	New	+$204K	0.13%	87
2016 Q2	$222K	Sell	3,300 -200	-6%	-$12.8K	0.14%	87
2016 Q1	$218K	Hold	3,500	–	–	0.14%	88
2015 Q4	$198K	Buy	+3,500	New	+$193K	0.14%	91
2015 Q1	–	Sell	-3,500	Closed	-$200K	–	89
2014 Q4	$200K	Buy	+3,500	New	+$192K	0.14%	90
2014 Q2	–	Sell	-4,600	Closed	-$227K	–	88
2014 Q1	$227K	Hold	4,600	–	–	0.18%	81
2013 Q4	$222K	Hold	4,600	–	–	0.17%	81
2013 Q3	$200K	Buy	+4,600	New	+$193K	0.17%	83

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Laurie J. Hall Trustee's MRSH Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Marsh (MRSH) position steady in Q2 2026 at 1,610 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #92.

Laurie J. Hall Trustee first reported a position in MRSH in Q3 2013 and has held it in 44 quarters since. The position peaked at $432K in Q4 2021. 218 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Laurie J. Hall Trustee held 1,610 shares of Marsh worth $268K as of Q2 2026.
Laurie J. Hall Trustee left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.08% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #92 holding.
Laurie J. Hall Trustee first reported a position in Marsh in Q3 2013 and has held it in 44 quarters since.
Laurie J. Hall Trustee's Marsh position peaked at $432K in Q4 2021.
218 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.