DFA
MRSH

DHJJ Financial Advisors’s Marsh MRSH Stock Holding History

DHJJ Financial Advisors’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 		$68.3K Hold
410
– – 0.02% 365
2026
Q1 		$71.1K Hold
410
– – 0.02% 336
2025
Q4 		$76.1K Hold
410
– – 0.03% 313
2025
Q3 		$82.6K Hold
410
– – 0.03% 286
2025
Q2 		$89.6K Hold
410
– – 0.03% 265
2025
Q1 		$100K Hold
410
– – 0.04% 223
2024
Q4 		$87.1K Hold
410
– – 0.03% 237
2024
Q3 		$91.5K Hold
410
– – 0.04% 231
2024
Q2 		$86.4K Hold
410
– – 0.04% 216
2024
Q1 		$84.5K Hold
410
– – 0.04% 214
2023
Q4 		$77.7K Hold
410
– – 0.04% 213
2023
Q3 		$78K Buy
+410
New +$78.6K 0.04% 207

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

DHJJ Financial Advisors's MRSH Position: Q2 2026 in Review

DHJJ Financial Advisors held its Marsh (MRSH) position steady in Q2 2026 at 410 shares worth $68.3K. The position accounts for 0.02% of the portfolio, ranked #365.

DHJJ Financial Advisors first reported a position in MRSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $100K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • DHJJ Financial Advisors held 410 shares of Marsh worth $68.3K as of Q2 2026.
  • DHJJ Financial Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #365 holding.
  • DHJJ Financial Advisors first reported a position in Marsh in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Marsh position peaked at $100K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.