UBS AM’s Marsh MRSH Stock Holding History

UBS AM’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	$899M	Buy	5,182,517 +636,854	+14%	+$114M	0.19%	99
2025 Q4	$843M	Buy	4,545,663 +1,830	+0%	+$342K	0.18%	102
2025 Q3	$916M	Sell	4,543,833 -1,163,107	-20%	-$239M	0.2%	99
2025 Q2	$1.25B	Buy	5,706,940 +526,018	+10%	+$119M	0.25%	78
2025 Q1	$1.26B	Sell	5,180,922 -37,566	-0.7%	-$8.52M	0.32%	58
2024 Q4	$1.11B	Buy	5,218,488 +609,602	+13%	+$135M	0.26%	71
2024 Q3	$1.03B	Sell	4,608,886 -76,083	-2%	-$16.9M	0.26%	70
2024 Q2	$987M	Buy	4,684,969 +784,055	+20%	+$161M	0.28%	65
2024 Q1	$804M	Sell	3,900,914 -167,882	-4%	-$33.5M	0.29%	65
2023 Q4	$771M	Buy	4,068,796 +118,700	+3%	+$22.9M	0.3%	60
2023 Q3	$752M	Sell	3,950,096 -29,287	-0.7%	-$5.61M	0.34%	55
2023 Q2	$663M	Hold	3,979,383	–	–	0.32%	61
2023 Q1	$663M	Sell	3,979,383 -99,564	-2%	-$16.6M	0.32%	61
2022 Q4	$675M	Buy	4,078,947 +45,577	+1%	+$7.45M	0.35%	55
2022 Q3	$602M	Sell	4,033,370 -28,888	-0.7%	-$4.64M	0.34%	57
2022 Q2	$631M	Sell	4,062,258 -443,356	-10%	-$71.1M	0.33%	61
2022 Q1	$768M	Sell	4,505,614 -1,193,864	-21%	-$188M	0.33%	57
2021 Q4	$991M	Sell	5,699,478 -1,184,891	-17%	-$197M	0.38%	45
2021 Q3	$1.04B	Buy	6,884,369 +1,054,561	+18%	+$159M	0.43%	38
2021 Q2	$820M	Sell	5,829,808 -325,908	-5%	-$43.7M	0.35%	57
2021 Q1	$750M	Buy	6,155,716 +148,671	+2%	+$17.1M	0.33%	58
2020 Q4	$703M	Sell	6,007,045 -397,955	-6%	-$45.2M	0.33%	58
2020 Q3	$735M	Sell	6,405,000 -151,837	-2%	-$17.4M	0.39%	46
2020 Q2	$704M	Buy	6,556,837 +151,691	+2%	+$15.4M	0.43%	41
2020 Q1	$554M	Buy	6,405,146 +11,273	+0.2%	+$1.2M	0.4%	52
2019 Q4	$712M	Buy	6,393,873 +413,913	+7%	+$43.2M	0.44%	42
2019 Q3	$598M	Buy	5,979,960 +1,038,354	+21%	+$104M	0.4%	47
2019 Q2	$493M	Sell	4,941,606 -401,726	-8%	-$38.4M	0.35%	56
2019 Q1	$502M	Sell	5,343,332 -414,151	-7%	-$36.6M	0.37%	52
2018 Q4	$459M	Sell	5,757,483 -186,338	-3%	-$15.5M	0.4%	51
2018 Q3	$492M	Sell	5,943,821 -188,536	-3%	-$16M	0.37%	52
2018 Q2	$503M	Buy	6,132,357 +163,139	+3%	+$13.3M	0.39%	48
2018 Q1	$493M	Buy	5,969,218 +199,030	+3%	+$16.5M	0.39%	46
2017 Q4	$470M	Sell	5,770,188 -333,475	-5%	-$27.7M	0.4%	47
2017 Q3	$512M	Sell	6,103,663 -364,582	-6%	-$28.9M	0.47%	44
2017 Q2	$504M	Buy	6,468,245 +1,510,060	+30%	+$114M	0.49%	39
2017 Q1	$366M	Buy	4,958,185 +155,770	+3%	+$11.1M	0.37%	51
2016 Q4	$325M	Buy	4,802,415 +633,049	+15%	+$42.4M	0.36%	54
2016 Q3	$280M	Buy	4,169,366 +2,017,172	+94%	+$135M	0.3%	71
2016 Q2	$147M	Buy	2,152,194 +432,197	+25%	+$27.7M	0.17%	140
2016 Q1	$105M	Sell	1,719,997 -59,184	-3%	-$3.31M	0.12%	182
2015 Q4	$98.7M	Sell	1,779,181 -248,364	-12%	-$13.7M	0.11%	200
2015 Q3	$106M	Sell	2,027,545 -209,140	-9%	-$11.7M	0.12%	200
2015 Q2	$127M	Buy	2,236,685 +300,196	+16%	+$17.3M	0.12%	189
2015 Q1	$109M	Sell	1,936,489 -204,278	-10%	-$11.5M	0.1%	222
2014 Q4	$123M	Sell	2,140,767 -22,576	-1%	-$1.24M	0.12%	202
2014 Q3	$113M	Buy	2,163,343 +116,068	+6%	+$6.05M	0.11%	196
2014 Q2	$106M	Buy	2,047,275 +45,011	+2%	+$2.24M	0.11%	221
2014 Q1	$98.7M	Buy	2,002,264 +124,529	+7%	+$5.96M	0.11%	221
2013 Q4	$90.8M	Buy	1,877,735 +128,644	+7%	+$5.96M	0.1%	220
2013 Q3	$76.2M	Buy	1,749,091 +5,662	+0.3%	+$238K	0.09%	242
2013 Q2	$69.6M	Buy	+1,743,429	New	+$68.2M	0.09%	251