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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by American Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
11,425
Value
$1.90M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MRSH by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,425$1.90M0.1%−1,348−10.6%ReducedHolders
Q1 202612,773$2.22M0.2%−2,841−18.2%ReducedHolders
Q4 202515,614$2.90M0.2%−238−1.5%ReducedHolders
Q3 202515,852$3.19M0.3%−286−1.8%ReducedHolders
Q2 202516,138$3.53M0.3%−19−0.1%ReducedHolders
Q1 202516,157$3.94M1.0%−5,749−26.2%ReducedHolders
Q4 202421,906$4.65M0.4%−280−1.3%ReducedHolders
Q3 202422,186$4.95M0.4%−3,983−15.2%ReducedHolders
Q2 202426,169$5.51M0.5%−1,544−5.6%ReducedHolders
Q1 202427,713$5.71M0.5%+536+2.0%AddedHolders
Q4 202327,177$5.15M0.4%−820−2.9%ReducedHolders
Q3 202327,997$5.33M0.4%−5,194−15.6%ReducedHolders
Q2 202333,191$6.24M0.4%−341−1.0%ReducedHolders
Q1 202333,532$5.58M0.4%−544−1.6%ReducedHolders
Q4 202234,076$5.64M0.5%−494−1.4%ReducedHolders
Q3 202234,570$5.16M0.4%+699+2.1%AddedHolders
Q2 202233,871$5.26M0.4%+1,886+5.9%AddedHolders
Q1 202231,985$5.45M0.4%+13,092+69.3%AddedHolders
Q4 202118,893$3.28M0.3%–No prior filingHolders