DOA
MRSH

D'Orazio & Associates’s Marsh MRSH Stock Holding History

D'Orazio & 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
Q2 		– Sell
-1,476
Closed -$256K – 337
2026
Q1 		$256K Sell
1,476
-8
-0.5% -$1.44K 0.03% 234
2025
Q4 		$275K Sell
1,484
-518
-26% -$96.8K 0.04% 203
2025
Q3 		$403K Sell
2,002
-284
-12% -$58.4K 0.05% 136
2025
Q2 		$500K Sell
2,286
-60
-3% -$13.5K 0.07% 106
2025
Q1 		$572K Buy
2,346
+11
+0.5% +$2.5K 0.09% 87
2024
Q4 		$496K Sell
2,335
-14
-0.6% -$3.11K 0.07% 91
2024
Q3 		$524K Buy
2,349
+14
+0.6% +$3.11K 0.07% 87
2024
Q2 		$492K Buy
2,335
+221
+10% +$45.4K 0.08% 87
2024
Q1 		$435K Buy
2,114
+12
+0.6% +$2.39K 0.07% 91
2023
Q4 		$398K Sell
2,102
-58
-3% -$11.2K 0.07% 87
2023
Q3 		$411K Buy
2,160
+733
+51% +$140K 0.09% 77
2023
Q2 		$268K Sell
1,427
-420
-23% -$74.5K 0.06% 104
2023
Q1 		$308K Sell
1,847
-361
-16% -$60.1K 0.08% 89
2022
Q4 		$365K Buy
2,208
+117
+6% +$19.1K 0.09% 88
2022
Q3 		$312K Buy
2,091
+785
+60% +$126K 0.09% 85
2022
Q2 		$203K Buy
+1,306
New +$209K 0.05% 108
2021
Q4 		– Sell
-341
Closed -$52K – 461
2021
Q3 		$52K Buy
+341
New +$51.6K 0.01% 197
2019
Q2 		– Sell
-29
Closed -$3K – 356
2019
Q1 		$3K Buy
+29
New +$2.56K ﹤0.01% 301

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

D'Orazio & Associates's MRSH Position: Q2 2026 in Review

D'Orazio & Associates sold out of Marsh (MRSH) in Q2 2026, closing a stake of 1,476 shares — an estimated $256K sold.

D'Orazio & Associates first reported a position in MRSH in Q1 2019 and held it in 18 quarters. The position peaked at $572K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • D'Orazio & Associates reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 1,476 Marsh shares in Q2 2026, an estimated $256K.
  • D'Orazio & Associates first reported a position in Marsh in Q1 2019 and held it in 18 quarters.
  • D'Orazio & Associates's Marsh position peaked at $572K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.