NorthStar Asset Management (New Jersey)’s Marsh MRSH Stock Holding History

NorthStar Asset Management (New Jersey)’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	$365K	Sell	2,188 -712	-25%	-$119K	0.15%	71
2026 Q1	$503K	Sell	2,900 -4,231	-59%	-$761K	0.24%	56
2025 Q4	$1.32M	Sell	7,131 -170	-2%	-$31.8K	0.6%	31
2025 Q3	$1.47M	Buy	7,301 +223	+3%	+$45.9K	0.7%	29
2025 Q2	$1.55M	Buy	7,078 +576	+9%	+$130K	0.82%	29
2025 Q1	$1.59M	Buy	6,502 +743	+13%	+$169K	0.99%	26
2024 Q4	$1.22M	Buy	5,759 +613	+12%	+$136K	0.78%	27
2024 Q3	$1.15M	Buy	5,146 +1,151	+29%	+$255K	0.77%	28
2024 Q2	$842K	Buy	3,995 +395	+11%	+$81.1K	0.58%	32
2024 Q1	$742K	Buy	3,600 +627	+21%	+$125K	0.56%	37
2023 Q4	$563K	Buy	+2,973	New	+$574K	0.51%	42

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

NorthStar Asset Management (New Jersey)'s MRSH Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Marsh (MRSH) stake by 25% in Q2 2026, selling an estimated $119K and leaving 2,188 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #71.

NorthStar Asset Management (New Jersey) first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2025. 1,503 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

NorthStar Asset Management (New Jersey) held 2,188 shares of Marsh worth $365K as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 712 Marsh shares in Q2 2026, an estimated $119K.
Marsh made up 0.15% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #71 holding.
NorthStar Asset Management (New Jersey) first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s Marsh position peaked at $1.59M in Q1 2025.
1,503 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.