SAM
MRSH

Summit Asset Management’s Marsh MRSH Stock Holding History

Summit 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 		$293K Hold
1,757
– – 0.04% 156
2026
Q1 		$305K Buy
1,757
+1
+0.1% +$180 0.04% 144
2025
Q4 		$326K Hold
1,756
– – 0.05% 135
2025
Q3 		$354K Buy
+1,756
New +$361K 0.05% 128

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Summit Asset Management held its Marsh (MRSH) position steady in Q2 2026 at 1,757 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #156.

Summit Asset Management first reported a position in MRSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $354K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Summit Asset Management held 1,757 shares of Marsh worth $293K as of Q2 2026.
  • Summit Asset Management left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #156 holding.
  • Summit Asset Management first reported a position in Marsh in Q3 2025 and has held it in 4 quarters since.
  • Summit Asset Management's Marsh position peaked at $354K in Q3 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.