Palisades Hudson Asset Management’s Marsh MRSH Stock Holding History

Palisades Hudson 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 Q1	$279K	Hold	1,607	–	–	0.11%	83
2025 Q4	$298K	Hold	1,607	–	–	0.12%	79
2025 Q3	$324K	Hold	1,607	–	–	0.12%	78
2025 Q2	$351K	Hold	1,607	–	–	0.14%	73
2025 Q1	$392K	Hold	1,607	–	–	0.18%	58
2024 Q4	$341K	Hold	1,607	–	–	0.14%	73
2024 Q3	$358K	Hold	1,607	–	–	0.15%	70
2024 Q2	$339K	Hold	1,607	–	–	0.16%	69
2024 Q1	$331K	Hold	1,607	–	–	0.15%	74
2023 Q4	$304K	Hold	1,607	–	–	0.15%	74
2023 Q3	$305K	Hold	1,607	–	–	0.17%	69
2023 Q2	$302K	Hold	1,607	–	–	0.16%	68
2023 Q1	$268K	Hold	1,607	–	–	0.14%	76
2022 Q4	$266K	Hold	1,607	–	–	0.15%	85
2022 Q3	$240K	Hold	1,607	–	–	0.15%	85
2022 Q2	$249K	Hold	1,607	–	–	0.14%	83
2022 Q1	$274K	Hold	1,607	–	–	0.13%	93
2021 Q4	$279K	Buy	1,607 +28	+2%	+$4.65K	0.12%	95
2021 Q3	$239K	Hold	1,579	–	–	0.11%	104
2021 Q2	$222K	Buy	+1,579	New	+$212K	0.1%	106

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

Palisades Hudson Asset Management's MRSH Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Marsh (MRSH) position steady in Q1 2026 at 1,607 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #83.

Palisades Hudson Asset Management first reported a position in MRSH in Q2 2021 and has held it in 20 quarters since. The position peaked at $392K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Palisades Hudson Asset Management held 1,607 shares of Marsh worth $279K as of Q1 2026.
Palisades Hudson Asset Management left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.11% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #83 holding.
Palisades Hudson Asset Management first reported a position in Marsh in Q2 2021 and has held it in 20 quarters since.
Palisades Hudson Asset Management's Marsh position peaked at $392K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.