DI
MRSH

DAGCO Inc’s Marsh MRSH Stock Holding History

DAGCO Inc’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
Q2 		– Sell
-379
Closed -$65.8K – 251
2026
Q1 		$65.8K Sell
379
-19
-5% -$3.42K 0.01% 169
2025
Q4 		$73.9K Buy
398
+15
+4% +$2.8K 0.02% 161
2025
Q3 		$77.3K Buy
383
+1
+0.3% +$206 0.02% 154
2025
Q2 		$83.5K Buy
382
+374
+4,675% +$84.4K 0.02% 146
2025
Q1 		$1.95K Buy
+8
New +$1.81K ﹤0.01% 328

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DAGCO Inc's MRSH Position: Q2 2026 in Review

DAGCO Inc sold out of Marsh (MRSH) in Q2 2026, closing a stake of 379 shares — an estimated $65.8K sold.

DAGCO Inc first reported a position in MRSH in Q1 2025 and held it in 5 quarters. The position peaked at $83.5K in Q2 2025. 360 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • DAGCO Inc reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 379 Marsh shares in Q2 2026, an estimated $65.8K.
  • DAGCO Inc first reported a position in Marsh in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Marsh position peaked at $83.5K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.