DCM
MRSH

Donaldson Capital Management’s Marsh MRSH Stock Holding History

Donaldson Capital 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
Q1 		$990K Sell
5,705
-477
-8% -$85.8K 0.03% 141
2025
Q4 		$1.15M Sell
6,182
-4,112
-40% -$769K 0.04% 133
2025
Q3 		$2.07M Sell
10,294
-243,054
-96% -$50M 0.07% 103
2025
Q2 		$55.4M Buy
253,348
+1,145
+0.5% +$258K 2.03% 22
2025
Q1 		$61.5M Buy
252,203
+6,308
+3% +$1.43M 2.33% 15
2024
Q4 		$52.2M Buy
245,895
+5,148
+2% +$1.14M 1.99% 21
2024
Q3 		$53.7M Buy
240,747
+5,519
+2% +$1.23M 2.06% 21
2024
Q2 		$49.6M Buy
235,228
+16,447
+8% +$3.38M 2.08% 18
2024
Q1 		$45.1M Buy
218,781
+213,560
+4,090% +$42.6M 1.88% 23
2023
Q4 		$989K Sell
5,221
-456
-8% -$88.1K 0.04% 123
2023
Q3 		$1.08M Sell
5,677
-130
-2% -$24.9K 0.05% 121
2023
Q2 		$1.09M Buy
5,807
+176
+3% +$31.2K 0.05% 116
2023
Q1 		$938K Buy
5,631
+959
+21% +$160K 0.04% 117
2022
Q4 		$773K Buy
4,672
+1
+0% +$164 0.04% 132
2022
Q3 		$697K Buy
4,671
+34
+0.7% +$5.46K 0.04% 132
2022
Q2 		$720K Buy
4,637
+66
+1% +$10.6K 0.04% 133
2022
Q1 		$779K Sell
4,571
-3,537
-44% -$558K 0.04% 142
2021
Q4 		$1.41M Sell
8,108
-92
-1% -$15.3K 0.06% 106
2021
Q3 		$1.24M Sell
8,200
-251
-3% -$38K 0.06% 102
2021
Q2 		$1.19M Sell
8,451
-881
-9% -$118K 0.06% 102
2021
Q1 		$1.14M Buy
9,332
+263
+3% +$30.3K 0.06% 104
2020
Q4 		$1.06M Sell
9,069
-684
-7% -$77.7K 0.06% 98
2020
Q3 		$1.12M Buy
9,753
+1
+0% +$115 0.08% 90
2020
Q2 		$1.05M Sell
9,752
-55
-0.6% -$5.57K 0.08% 94
2020
Q1 		$848K Sell
9,807
-352,815
-97% -$37.6M 0.07% 93
2019
Q4 		$40.4M Buy
362,622
+5,869
+2% +$613K 2.73% 8
2019
Q3 		$35.7M Buy
356,753
+1,465
+0.4% +$146K 2.65% 12
2019
Q2 		$35.4M Buy
355,288
+9,459
+3% +$905K 2.94% 12
2019
Q1 		$32.5M Buy
345,829
+14,881
+4% +$1.32M 2.89% 11
2018
Q4 		$26.4M Buy
330,948
+3,777
+1% +$315K 2.69% 17
2018
Q3 		$27.1M Buy
327,171
+8,480
+3% +$718K 2.36% 22
2018
Q2 		$26.1M Buy
318,691
+717
+0.2% +$58.5K 2.55% 17
2018
Q1 		$26.3M Buy
317,974
+4,352
+1% +$361K 2.58% 16
2017
Q4 		$25.5M Buy
313,622
+9,796
+3% +$814K 2.49% 21
2017
Q3 		$25.5M Buy
303,826
+26,802
+10% +$2.12M 2.67% 16
2017
Q2 		$21.6M Buy
+277,024
New +$20.9M 2.45% 21
2016
Q4 		– Sell
-3,377
Closed -$227K – 154
2016
Q3 		$227K Buy
+3,377
New +$226K 0.03% 137

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Donaldson Capital Management's MRSH Position: Q1 2026 in Review

Donaldson Capital Management reduced its Marsh (MRSH) stake by 7.7% in Q1 2026, selling an estimated $85.8K and leaving 5,705 shares worth $990K. The position accounts for 0.03% of the portfolio, ranked #141.

Donaldson Capital Management first reported a position in MRSH in Q3 2016 and has held it in 37 quarters since. The position peaked at $61.5M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Donaldson Capital Management held 5,705 shares of Marsh worth $990K as of Q1 2026.
  • Donaldson Capital Management sold 477 Marsh shares in Q1 2026, an estimated $85.8K.
  • Marsh made up 0.03% of Donaldson Capital Management's portfolio in Q1 2026, its #141 holding.
  • Donaldson Capital Management first reported a position in Marsh in Q3 2016 and has held it in 37 quarters since.
  • Donaldson Capital Management's Marsh position peaked at $61.5M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.