DWM
MRSH

Dogwood Wealth Management’s Marsh MRSH Stock Holding History

Dogwood 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 		$12.7K Buy
76
+53
+230% +$8.86K 0.01% 333
2026
Q1 		$3.99K Sell
23
-11
-32% -$1.98K ﹤0.01% 520
2025
Q4 		$6.31K Sell
34
-125
-79% -$23.4K ﹤0.01% 378
2025
Q3 		$32K Sell
159
-1,695
-91% -$349K 0.01% 148
2025
Q2 		$395K Sell
1,854
-1,094
-37% -$247K 0.19% 79
2025
Q1 		$719K Buy
2,948
+359
+14% +$81.5K 0.38% 60
2024
Q4 		$550K Buy
2,589
+320
+14% +$71K 0.29% 76
2024
Q3 		$506K Buy
2,269
+1,297
+133% +$288K 0.29% 66
2024
Q2 		$205K Buy
972
+470
+94% +$96.5K 0.13% 74
2024
Q1 		$103K Buy
502
+99
+25% +$19.7K 0.07% 107
2023
Q4 		$76.4K Buy
+403
New +$77.9K 0.06% 116

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

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

Dogwood Wealth Management increased its Marsh (MRSH) stake by 230% in Q2 2026, buying an estimated $8.86K and bringing the position to 76 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #333.

Dogwood Wealth Management first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $719K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Dogwood Wealth Management held 76 shares of Marsh worth $12.7K as of Q2 2026.
  • Dogwood Wealth Management bought 53 Marsh shares in Q2 2026, an estimated $8.86K.
  • Marsh made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Dogwood Wealth Management first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Marsh position peaked at $719K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.