SAM
MRSH

Smartleaf Asset Management’s Marsh MRSH Stock Holding History

Smartleaf 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 		$1.51M Buy
8,641
+73
+0.9% +$13.1K 0.05% 311
2025
Q4 		$1.61M Buy
8,568
+8
+0.1% +$1.5K 0.06% 273
2025
Q3 		$1.71M Buy
8,560
+2,174
+34% +$447K 0.11% 216
2025
Q2 		$1.39M Sell
6,386
-589
-8% -$133K 0.12% 195
2025
Q1 		$1.69M Buy
6,975
+481
+7% +$109K 0.16% 143
2024
Q4 		$1.38M Buy
6,494
+1,117
+21% +$248K 0.14% 159
2024
Q3 		$1.2M Buy
5,377
+1,393
+35% +$309K 0.15% 161
2024
Q2 		$841K Buy
3,984
+741
+23% +$152K 0.14% 172
2024
Q1 		$667K Buy
3,243
+844
+35% +$168K 0.13% 184
2023
Q4 		$448K Buy
+2,399
New +$464K 0.12% 178

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smartleaf Asset Management's MRSH Position: Q1 2026 in Review

Smartleaf Asset Management increased its Marsh (MRSH) stake by 0.85% in Q1 2026, buying an estimated $13.1K and bringing the position to 8,641 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #311.

Smartleaf Asset Management first reported a position in MRSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Smartleaf Asset Management held 8,641 shares of Marsh worth $1.51M as of Q1 2026.
  • Smartleaf Asset Management bought 73 Marsh shares in Q1 2026, an estimated $13.1K.
  • Marsh made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #311 holding.
  • Smartleaf Asset Management first reported a position in Marsh in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Marsh position peaked at $1.71M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.