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 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 $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

NorthStar Asset Management (New Jersey)'s MRSH Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Marsh (MRSH) stake by 59% in Q1 2026, selling an estimated $761K and leaving 2,900 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #56.

NorthStar Asset Management (New Jersey) first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

NorthStar Asset Management (New Jersey) held 2,900 shares of Marsh worth $503K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 4,231 Marsh shares in Q1 2026, an estimated $761K.
Marsh made up 0.24% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #56 holding.
NorthStar Asset Management (New Jersey) first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s Marsh position peaked at $1.59M in Q1 2025.
1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.