MMA Asset Management’s Marsh MRSH Stock Holding History

MMA 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	$743K	Sell	4,455 -5	-0.1%	-$836	0.24%	80
2026 Q1	$774K	Buy	4,460 +377	+9%	+$67.8K	0.27%	73
2025 Q4	$757K	Buy	4,083 +70	+2%	+$13.1K	0.27%	73
2025 Q3	$809K	Buy	4,013 +113	+3%	+$23.2K	0.27%	72
2025 Q2	$853K	Buy	3,900 +396	+11%	+$89.4K	0.33%	63
2025 Q1	$855K	Hold	3,504	–	–	0.36%	51
2024 Q4	$744K	Hold	3,504	–	–	0.33%	57
2024 Q3	$782K	Hold	3,504	–	–	0.21%	75
2024 Q2	$738K	Buy	3,504 +9	+0.3%	+$1.85K	0.35%	55
2024 Q1	$712K	Buy	+3,495	New	+$697K	0.33%	57

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 $3.37T AUM 44.26% 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

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

MMA Asset Management reduced its Marsh (MRSH) stake by 0.11% in Q2 2026, selling an estimated $836 and leaving 4,455 shares worth $743K. The position accounts for 0.24% of the portfolio, ranked #80.

MMA Asset Management first reported a position in MRSH in Q1 2024 and has held it in 10 quarters since. The position peaked at $855K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

MMA Asset Management held 4,455 shares of Marsh worth $743K as of Q2 2026.
MMA Asset Management sold 5 Marsh shares in Q2 2026, an estimated $836.
Marsh made up 0.24% of MMA Asset Management's portfolio in Q2 2026, its #80 holding.
MMA Asset Management first reported a position in Marsh in Q1 2024 and has held it in 10 quarters since.
MMA Asset Management's Marsh position peaked at $855K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.