US Asset Management LLC’s Marsh MRSH Stock Holding History

US Asset Management LLC’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	$1.17M	Sell	6,760 -18	-0.3%	-$3.24K	1.02%	20
2025 Q4	$1.26M	Sell	6,778 -69	-1%	-$12.9K	1.03%	20
2025 Q3	$1.38M	Hold	6,847	–	–	1.13%	22
2025 Q2	$1.5M	Hold	6,847	–	–	1.3%	16
2025 Q1	$1.67M	Buy	6,847 +1,284	+23%	+$291K	1.6%	11
2024 Q4	$1.18M	Sell	5,563 -115	-2%	-$25.5K	1.06%	22
2024 Q3	$1.28M	Sell	5,678 -19	-0.3%	-$4.22K	1.13%	20
2024 Q2	$1.2M	Sell	5,697 -240	-4%	-$49.3K	1.08%	22
2024 Q1	$1.22M	Sell	5,937 -80	-1%	-$15.9K	1.1%	21
2023 Q4	$1.14M	Buy	+6,017	New	+$1.16M	1.13%	19
2023 Q2	$1.14M	Sell	6,052 -4	-0.1%	-$710	1.2%	19
2023 Q1	$1.01M	Sell	6,056 -12	-0.2%	-$2K	1.03%	22
2022 Q4	$1M	Buy	+6,068	New	+$992K	1.08%	20
2022 Q2	$942K	Sell	6,068 -556	-8%	-$89.1K	1.03%	21
2022 Q1	$1.13M	Hold	6,624	–	–	1.04%	21
2021 Q4	$1.15M	Sell	6,624 -4	-0.1%	-$664	1.1%	20
2021 Q3	$1M	Buy	+6,628	New	+$1M	0.97%	22

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

US Asset Management LLC's MRSH Position: Q1 2026 in Review

US Asset Management LLC reduced its Marsh (MRSH) stake by 0.27% in Q1 2026, selling an estimated $3.24K and leaving 6,760 shares worth $1.17M. The position accounts for 1.02% of the portfolio, ranked #20.

US Asset Management LLC first reported a position in MRSH in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.67M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

US Asset Management LLC held 6,760 shares of Marsh worth $1.17M as of Q1 2026.
US Asset Management LLC sold 18 Marsh shares in Q1 2026, an estimated $3.24K.
Marsh made up 1.02% of US Asset Management LLC's portfolio in Q1 2026, its #20 holding.
US Asset Management LLC first reported a position in Marsh in Q3 2021 and has held it in 17 quarters since.
US Asset Management LLC's Marsh position peaked at $1.67M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.