DWM
MRSH

Dakota Wealth Management’s Marsh MRSH Stock Holding History

Dakota Wealth Management’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 		$413K Sell
2,479
-13,780
-85% -$2.3M 0.01% 607
2026
Q1 		$2.82M Sell
16,259
-1,095
-6% -$197K 0.06% 232
2025
Q4 		$3.22M Buy
17,354
+14,575
+524% +$2.72M 0.06% 226
2025
Q3 		$560K Sell
2,779
-287
-9% -$59K 0.01% 460
2025
Q2 		$670K Buy
3,066
+35
+1% +$7.9K 0.01% 466
2025
Q1 		$740K Sell
3,031
-559
-16% -$127K 0.02% 432
2024
Q4 		$763K Sell
3,590
-193
-5% -$42.8K 0.02% 418
2024
Q3 		$844K Sell
3,783
-45
-1% -$9.99K 0.02% 408
2024
Q2 		$807K Sell
3,828
-102
-3% -$21K 0.02% 411
2024
Q1 		$810K Sell
3,930
-58
-1% -$11.6K 0.02% 401
2023
Q4 		$756K Buy
3,988
+504
+14% +$97.4K 0.03% 357
2023
Q3 		$663K Sell
3,484
-557
-14% -$107K 0.03% 348
2023
Q2 		$760K Buy
4,041
+102
+3% +$18.1K 0.04% 299
2023
Q1 		$656K Buy
3,939
+485
+14% +$80.8K 0.04% 304
2022
Q4 		$572K Sell
3,454
-383
-10% -$62.6K 0.04% 324
2022
Q3 		$573K Buy
3,837
+294
+8% +$47.2K 0.05% 319
2022
Q2 		$550K Buy
3,543
+80
+2% +$12.8K 0.05% 265
2022
Q1 		$590K Buy
3,463
+1,955
+130% +$308K 0.05% 261
2021
Q4 		$263K Buy
1,508
+17
+1% +$2.82K 0.03% 320
2021
Q3 		$226K Buy
+1,491
New +$226K 0.03% 316
2018
Q3 		– Sell
-5,212
Closed -$427K – 295
2018
Q2 		$427K Buy
+5,212
New +$425K 0.12% 138

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dakota Wealth Management's MRSH Position: Q2 2026 in Review

Dakota Wealth Management reduced its Marsh (MRSH) stake by 85% in Q2 2026, selling an estimated $2.3M and leaving 2,479 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #607.

Dakota Wealth Management first reported a position in MRSH in Q2 2018 and has held it in 21 quarters since. The position peaked at $3.22M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Dakota Wealth Management held 2,479 shares of Marsh worth $413K as of Q2 2026.
  • Dakota Wealth Management sold 13,780 Marsh shares in Q2 2026, an estimated $2.3M.
  • Marsh made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Dakota Wealth Management first reported a position in Marsh in Q2 2018 and has held it in 21 quarters since.
  • Dakota Wealth Management's Marsh position peaked at $3.22M in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.