Dillon & Associates’s Marsh MRSH Stock Holding History

Dillon & Associates’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 Q3	$308K	Hold	1,800	–	–	0.04%	67
2026 Q2	$301K	Hold	1,800	–	–	0.04%	72
2026 Q1	$311K	Hold	1,800	–	–	0.04%	64
2025 Q4	$335K	Sell	1,800 -17	-0.9%	-$3.18K	0.04%	66
2025 Q3	$367K	Hold	1,817	–	–	0.05%	64
2025 Q2	$398K	Buy	1,817 +17	+0.9%	+$3.84K	0.05%	61
2025 Q1	$439K	Hold	1,800	–	–	0.07%	61
2024 Q4	$382K	Hold	1,800	–	–	0.05%	65
2024 Q3	$401K	Hold	1,800	–	–	0.06%	64
2024 Q2	$380K	Hold	1,800	–	–	0.06%	68
2024 Q1	$371K	Buy	1,800 +300	+20%	+$59.8K	0.06%	67
2023 Q4	$284K	Hold	1,500	–	–	0.05%	71
2023 Q3	$285K	Sell	1,500 -17	-1%	-$3.26K	0.05%	70
2023 Q2	$285K	Hold	1,517	–	–	0.05%	70
2023 Q1	$253K	Hold	1,517	–	–	0.05%	73
2022 Q4	$250K	Sell	1,517 -11	-0.7%	-$1.8K	0.05%	70
2022 Q3	$228K	Hold	1,528	–	–	0.05%	68
2022 Q2	$237K	Hold	1,528	–	–	0.05%	68
2022 Q1	$260K	Sell	1,528 -20	-1%	-$3.15K	0.05%	68
2021 Q4	$269K	Hold	1,548	–	–	0.05%	67
2021 Q3	$234K	Buy	1,548 +20	+1%	+$3.02K	0.04%	67
2021 Q2	$215K	Buy	+1,528	New	+$205K	0.04%	68

Other funds holding MRSH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Dillon & Associates's MRSH Position: Q3 2026 in Review

Dillon & Associates held its Marsh (MRSH) position steady in Q3 2026 at 1,800 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #67.

Dillon & Associates first reported a position in MRSH in Q2 2021 and has held it in 22 quarters since. The position peaked at $439K in Q1 2025. 567 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

Dillon & Associates held 1,800 shares of Marsh worth $308K as of Q3 2026.
Dillon & Associates left its Marsh share count unchanged in Q3 2026.
Marsh made up 0.04% of Dillon & Associates's portfolio in Q3 2026, its #67 holding.
Dillon & Associates first reported a position in Marsh in Q2 2021 and has held it in 22 quarters since.
Dillon & Associates's Marsh position peaked at $439K in Q1 2025.
567 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Dillon & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.