Trust Asset Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1608376
HOUSTON, TX
Position in MRSH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$898,684
-$47,312 QoQ
Shares Held
5,392
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#722
of 1,495 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Trust Asset Management LLC holds $2,821,824 across 5 Insurance Brokers names. MRSH ranks #1 (31.8% of the industry book) .
All Filings in MRSH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,684 | 5,392 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $945,996 | 5,454 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,011,826 | 5,454 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,141,062 | 5,662 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,237,939 | 5,662 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,381,697 | 5,662 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,205,851 | 5,677 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,266,481 | 5,677 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,196,257 | 5,677 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,169,348 | 5,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,075,621 | 5,677 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,080,333 | 5,677 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,067,730 | 5,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $945,504 | 5,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $937,609 | 5,666 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $845,877 | 5,666 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $821,272 | 5,290 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $865,733 | 5,080 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $854,499 | 4,916 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $744,429 | 4,916 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $645,721 | 4,590 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $498,040 | 4,089 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $393,588 | 3,364 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $295,811 | 2,579 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||