Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$106K Sell
633
-315
-33% -$52.7K ﹤0.01% 102
2026
Q1
$164K Hold
948
– – 0.01% 87
2025
Q4
$176K Buy
+948
New +$177K 0.01% 82
2024
Q2
– Sell
-170
Closed -$35K – 191
2024
Q1
$35K Buy
+170
New +$33.9K ﹤0.01% 94

Other funds holding MRSH

Dixon Mitchell Investment Counsel's MRSH Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its Marsh (MRSH) stake by 33% in Q2 2026, selling an estimated $52.7K and leaving 633 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Dixon Mitchell Investment Counsel first reported a position in MRSH in Q1 2024 and has held it in 4 quarters since. The position peaked at $176K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 633 shares of Marsh worth $106K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 315 Marsh shares in Q2 2026, an estimated $52.7K.
  • Marsh made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #102 holding.
  • Dixon Mitchell Investment Counsel first reported a position in Marsh in Q1 2024 and has held it in 4 quarters since.
  • Dixon Mitchell Investment Counsel's Marsh position peaked at $176K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.