Dougherty Wealth Advisers’s Marsh MRSH Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-334	Closed	-$62K	–	116
2025 Q4	$62K	Hold	334	–	–	0.04%	76
2025 Q3	$67.3K	Hold	334	–	–	0.04%	72
2025 Q2	$73K	Hold	334	–	–	0.05%	71
2025 Q1	$81.5K	Hold	334	–	–	0.06%	65
2024 Q4	$70.9K	Hold	334	–	–	0.06%	69
2024 Q3	$74.5K	Sell	334 -21	-6%	-$4.66K	0.06%	66
2024 Q2	$74.8K	Hold	355	–	–	0.07%	64
2024 Q1	$73.1K	Sell	355 -88	-20%	-$17.5K	0.06%	66
2023 Q4	$83.9K	Hold	443	–	–	0.08%	69
2023 Q3	$84.3K	Hold	443	–	–	0.1%	58
2023 Q2	$83.3K	Sell	443 -50	-10%	-$8.87K	0.11%	64
2023 Q1	$82.1K	Sell	493 -493	-50%	-$82.1K	0.12%	64
2022 Q4	$163K	Hold	986	–	–	0.27%	43
2022 Q3	$147K	Hold	986	–	–	0.29%	38
2022 Q2	$153K	Hold	986	–	–	0.29%	38
2022 Q1	$168K	Hold	986	–	–	0.25%	42
2021 Q4	$171K	Hold	986	–	–	0.24%	43
2021 Q3	$149K	Hold	986	–	–	0.22%	44
2021 Q2	$139K	Hold	986	–	–	0.21%	52
2021 Q1	$120K	Hold	986	–	–	0.18%	56
2020 Q4	$115K	Hold	986	–	–	0.18%	54
2020 Q3	$113K	Hold	986	–	–	0.39%	48
2020 Q2	$106K	Hold	986	–	–	0.39%	51
2020 Q1	$85K	Hold	986	–	–	0.34%	56
2019 Q4	$110K	Hold	986	–	–	0.34%	57
2019 Q3	$99K	Hold	986	–	–	0.33%	63
2019 Q2	$98K	Hold	986	–	–	0.28%	72
2019 Q1	$93K	Hold	986	–	–	0.32%	64
2018 Q4	$88K	Buy	+986	New	+$82.2K	0.29%	67

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dougherty Wealth Advisers's MRSH Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Marsh (MRSH) in Q1 2026, closing a stake of 334 shares — an estimated $62K sold.

Dougherty Wealth Advisers first reported a position in MRSH in Q4 2018 and held it in 29 quarters. The position peaked at $171K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 334 Marsh shares in Q1 2026, an estimated $62K.
Dougherty Wealth Advisers first reported a position in Marsh in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Marsh position peaked at $171K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.