Marsh Investments US LLC has submitted its latest 13F-NT filing, detailing its investment positions as of September 30, 2026. This report is crucial as it provides insights into the company's investment strategies and reflects its current standing in the asset management sector.

Founded in Delaware, Marsh Investments US LLC operates primarily in the financial services industry. The company is a registered investment advisor and has undergone several name changes in its history, previously known as Mercer Investments LLC and Mercer Global Investments, Inc. The firm’s business address is located at 99 High Street, Boston, MA.

The filing, accession number 0001193125-26-445080, does not provide detailed information about specific investments or changes in portfolio holdings. However, it does indicate that the filing is a standard notice of investment positions held by the firm.

This filing is particularly relevant for stakeholders in the asset management industry, including other investment firms such as Acadian Asset Management LLC and T. Rowe Price Associates, Inc. These firms may be affected by the trends and strategies highlighted in Marsh Investments' report.

The filing does not say what happens next, leaving stakeholders to await further updates or filings from the company.

Filing Details and Compliance

The 13F-NT filing was submitted on November 3, 2026, and covers the investment positions as of September 30, 2026. This document serves as a standard notice that indicates the firm's holdings without providing specific details about individual investments or changes in portfolio allocations.

Marsh Investments US LLC is registered under the SEC file number 028-12567 and has a Central Index Key (CIK) of 0001409728. The firm operates under the 1934 Act, which governs the securities industry in the United States.

Management and Compliance Team

The filing is signed by Tammy Choe, who holds the position of Chief Compliance Officer. This role is crucial for ensuring that the firm adheres to regulatory requirements and maintains compliance within the financial services industry. Tammy Choe can be contacted at the phone number 212-345-5985.

Other Managers

In the filing, Marsh Investments US LLC also references several other investment management firms, indicating a competitive landscape. Notable firms mentioned include Acadian Asset Management LLC, T. Rowe Price Associates, Inc., and American Century Investment Management Inc., among others. This highlights the interconnected nature of asset management firms and their potential influence on each other's strategies.

"The firm’s history of name changes reflects its evolving strategy and positioning within the asset management space. Previously known as Mercer Global Investments, Inc., the transition to Marsh Investments US LLC signifies a new chapter in its operations."

While the filing provides a snapshot of Marsh Investments US LLC's compliance and operational framework, it does not include specific investment strategies or performance metrics that stakeholders might be interested in. Investors and analysts will be looking for further disclosures in future filings to gain a deeper understanding of the firm's investment philosophy and asset allocation decisions.