Trust Asset Management’s Marsh MRSH Stock Holding History

Trust 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	$899K	Sell	5,392 -62	-1%	-$10.4K	0.06%	97
2026 Q1	$946K	Hold	5,454	–	–	0.07%	94
2025 Q4	$1.01M	Sell	5,454 -208	-4%	-$38.9K	0.07%	89
2025 Q3	$1.14M	Hold	5,662	–	–	0.08%	82
2025 Q2	$1.24M	Hold	5,662	–	–	0.09%	80
2025 Q1	$1.38M	Sell	5,662 -15	-0.3%	-$3.4K	0.11%	69
2024 Q4	$1.21M	Hold	5,677	–	–	0.09%	77
2024 Q3	$1.27M	Hold	5,677	–	–	0.1%	77
2024 Q2	$1.2M	Hold	5,677	–	–	0.1%	76
2024 Q1	$1.17M	Hold	5,677	–	–	0.1%	78
2023 Q4	$1.08M	Hold	5,677	–	–	0.1%	78
2023 Q3	$1.08M	Hold	5,677	–	–	0.12%	66
2023 Q2	$1.07M	Hold	5,677	–	–	0.11%	70
2023 Q1	$946K	Buy	5,677 +11	+0.2%	+$1.83K	0.11%	76
2022 Q4	$938K	Hold	5,666	–	–	0.12%	73
2022 Q3	$846K	Buy	5,666 +376	+7%	+$60.3K	0.12%	71
2022 Q2	$821K	Buy	5,290 +210	+4%	+$33.7K	0.11%	71
2022 Q1	$866K	Buy	5,080 +164	+3%	+$25.9K	0.11%	77
2021 Q4	$854K	Hold	4,916	–	–	0.11%	80
2021 Q3	$744K	Buy	4,916 +326	+7%	+$49.3K	0.1%	86
2021 Q2	$646K	Buy	4,590 +501	+12%	+$67.2K	0.09%	92
2021 Q1	$498K	Buy	4,089 +725	+22%	+$83.5K	0.07%	101
2020 Q4	$394K	Buy	3,364 +785	+30%	+$89.2K	0.06%	103
2020 Q3	$296K	Buy	+2,579	New	+$296K	0.05%	88

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Trust Asset Management reduced its Marsh (MRSH) stake by 1.1% in Q2 2026, selling an estimated $10.4K and leaving 5,392 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #97.

Trust Asset Management first reported a position in MRSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.38M in Q1 2025. 294 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Trust Asset Management held 5,392 shares of Marsh worth $899K as of Q2 2026.
Trust Asset Management sold 62 Marsh shares in Q2 2026, an estimated $10.4K.
Marsh made up 0.06% of Trust Asset Management's portfolio in Q2 2026, its #97 holding.
Trust Asset Management first reported a position in Marsh in Q3 2020 and has held it in 24 quarters since.
Trust Asset Management's Marsh position peaked at $1.38M in Q1 2025.
294 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.