LAM
MRSH

Lummis Asset Management’s Marsh MRSH Stock Holding History

Lummis 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 		$1.17K Buy
+7
New +$1.17K ﹤0.01% 197
2025
Q1 		– Sell
-8
Closed -$1.7K – 165
2024
Q4 		$1.7K Hold
8
– – ﹤0.01% 128
2024
Q3 		$1.78K Hold
8
– – ﹤0.01% 133
2024
Q2 		$1.69K Hold
8
– – ﹤0.01% 135
2024
Q1 		$1.65K Hold
8
– – ﹤0.01% 138
2023
Q4 		$1.52K Buy
+8
New +$1.55K ﹤0.01% 160

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lummis Asset Management's MRSH Position: Q2 2026 in Review

Lummis Asset Management opened a new position in Marsh (MRSH) in Q2 2026: 7 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in MRSH as recently as Q4 2024.

Lummis Asset Management first reported a position in MRSH in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.78K in Q3 2024. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Lummis Asset Management held 7 shares of Marsh worth $1.17K as of Q2 2026.
  • Marsh was a new Lummis Asset Management position in Q2 2026.
  • Marsh made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #197 holding.
  • Lummis Asset Management first reported a position in Marsh in Q4 2023 and has held it in 6 quarters since.
  • Lummis Asset Management's Marsh position peaked at $1.78K in Q3 2024.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.