DADC
MRSH

D.A. Davidson & Co’s Marsh MRSH Stock Holding History

D.A. Davidson & Co’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 		$1.04M Sell
5,975
-61
-1% -$11K 0.01% 921
2025
Q4 		$1.12M Buy
6,036
+1,522
+34% +$284K 0.01% 852
2025
Q3 		$910K Buy
4,514
+54
+1% +$11.1K 0.01% 908
2025
Q2 		$975K Sell
4,460
-312
-7% -$70.4K 0.01% 827
2025
Q1 		$1.16M Sell
4,772
-712
-13% -$162K 0.01% 720
2024
Q4 		$1.16M Sell
5,484
-180
-3% -$39.9K 0.01% 715
2024
Q3 		$1.26M Sell
5,664
-1,099
-16% -$244K 0.01% 691
2024
Q2 		$1.43M Buy
6,763
+1,146
+20% +$235K 0.01% 625
2024
Q1 		$1.16M Sell
5,617
-171
-3% -$34.1K 0.01% 688
2023
Q4 		$1.1M Sell
5,788
-1,583
-21% -$306K 0.01% 685
2023
Q3 		$1.4M Sell
7,371
-73
-1% -$14K 0.02% 572
2023
Q2 		$1.4M Buy
7,444
+937
+14% +$166K 0.01% 588
2023
Q1 		$1.08M Buy
6,507
+2,090
+47% +$348K 0.01% 640
2022
Q4 		$731K Buy
4,417
+374
+9% +$61.2K 0.01% 728
2022
Q3 		$604K Buy
4,043
+93
+2% +$14.9K 0.01% 753
2022
Q2 		$613K Buy
3,950
+209
+6% +$33.5K 0.01% 755
2022
Q1 		$638K Buy
3,741
+79
+2% +$12.5K 0.01% 792
2021
Q4 		$637K Buy
3,662
+22
+0.6% +$3.65K 0.01% 798
2021
Q3 		$551K Sell
3,640
-37
-1% -$5.6K 0.01% 808
2021
Q2 		$517K Sell
3,677
-41
-1% -$5.5K 0.01% 821
2021
Q1 		$453K Buy
3,718
+83
+2% +$9.56K 0.01% 839
2020
Q4 		$425K Hold
3,635
– – 0.01% 762
2020
Q3 		$417K Hold
3,635
– – 0.01% 670
2020
Q2 		$390K Buy
3,635
+123
+4% +$12.5K 0.01% 689
2020
Q1 		$304K Hold
3,512
– – 0.01% 737
2019
Q4 		$391K Hold
3,512
– – 0.01% 743
2019
Q3 		$351K Buy
3,512
+201
+6% +$20.1K 0.01% 748
2019
Q2 		$330K Sell
3,311
-9,582
-74% -$917K 0.01% 749
2019
Q1 		$1.2M Buy
12,893
+476
+4% +$42.1K 0.02% 470
2018
Q4 		$990K Buy
12,417
+1,045
+9% +$87.1K 0.02% 483
2018
Q3 		$941K Buy
11,372
+358
+3% +$30.3K 0.02% 527
2018
Q2 		$903K Buy
11,014
+5,398
+96% +$441K 0.02% 530
2018
Q1 		$464K Sell
5,616
-4,157
-43% -$344K 0.01% 721
2017
Q4 		$795K Buy
9,773
+2,164
+28% +$180K 0.02% 522
2017
Q3 		$637K Sell
7,609
-105
-1% -$8.32K 0.01% 606
2017
Q2 		$601K Sell
7,714
-64
-0.8% -$4.83K 0.01% 574
2017
Q1 		$574K Sell
7,778
-1,510
-16% -$108K 0.01% 571
2016
Q4 		$626K Buy
9,288
+569
+7% +$38.1K 0.01% 591
2016
Q3 		$585K Buy
8,719
+4,606
+112% +$309K 0.01% 585
2016
Q2 		$280K Buy
4,113
+195
+5% +$12.5K 0.01% 730
2016
Q1 		$237K Buy
3,918
+518
+15% +$29K 0.01% 770
2015
Q4 		$188K Buy
3,400
+49
+1% +$2.7K 0.01% 853
2015
Q3 		$173K Buy
3,351
+226
+7% +$12.6K 0.01% 871
2015
Q2 		$174K Sell
3,125
-327
-9% -$18.9K 0.01% 924
2015
Q1 		$192K Buy
3,452
+155
+5% +$8.74K 0.01% 879
2014
Q4 		$186K Sell
3,297
-220
-6% -$12.1K 0.01% 894
2014
Q3 		$181K Sell
3,517
-165
-4% -$8.6K 0.01% 897
2014
Q2 		$189K Buy
3,682
+37
+1% +$1.84K 0.01% 918
2014
Q1 		$176K Sell
3,645
-142
-4% -$6.8K 0.01% 923
2013
Q4 		$179K Buy
3,787
+57
+2% +$2.64K 0.01% 870
2013
Q3 		$160K Sell
3,730
-44
-1% -$1.85K 0.01% 757
2013
Q2 		$147K Buy
+3,774
New +$148K 0.01% 752

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.A. Davidson & Co's MRSH Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Marsh (MRSH) stake by 1% in Q1 2026, selling an estimated $11K and leaving 5,975 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #921.

D.A. Davidson & Co first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • D.A. Davidson & Co held 5,975 shares of Marsh worth $1.04M as of Q1 2026.
  • D.A. Davidson & Co sold 61 Marsh shares in Q1 2026, an estimated $11K.
  • Marsh made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #921 holding.
  • D.A. Davidson & Co first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's Marsh position peaked at $1.43M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.