Douglass Winthrop Advisors’s Marsh MRSH Stock Holding History

Douglass Winthrop Advisors’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	$208K	Sell	1,200 -508	-30%	-$91.3K	﹤0.01%	296
2025 Q4	$317K	Sell	1,708 -2	-0.1%	-$374	0.01%	266
2025 Q3	$345K	Buy	1,710 +2	+0.1%	+$411	0.01%	246
2025 Q2	$373K	Hold	1,708	–	–	0.01%	220
2025 Q1	$417K	Hold	1,708	–	–	0.01%	207
2024 Q4	$363K	Hold	1,708	–	–	0.01%	234
2024 Q3	$381K	Sell	1,708 -48	-3%	-$10.7K	0.01%	219
2024 Q2	$370K	Buy	1,756 +48	+3%	+$9.86K	0.01%	217
2024 Q1	$352K	Buy	1,708 +508	+42%	+$101K	0.01%	219
2023 Q4	$227K	Hold	1,200	–	–	0.01%	235
2023 Q3	$228K	Hold	1,200	–	–	0.01%	219
2023 Q2	$226K	Buy	+1,200	New	+$213K	0.01%	224
2022 Q2	–	Sell	-1,200	Closed	-$205K	–	265
2022 Q1	$205K	Sell	1,200 -151	-11%	-$23.8K	﹤0.01%	256
2021 Q4	$235K	Hold	1,351	–	–	0.01%	253
2021 Q3	$205K	Buy	+1,351	New	+$204K	0.01%	265

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

Douglass Winthrop Advisors's MRSH Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Marsh (MRSH) stake by 30% in Q1 2026, selling an estimated $91.3K and leaving 1,200 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Douglass Winthrop Advisors first reported a position in MRSH in Q3 2021 and has held it in 15 quarters since. The position peaked at $417K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Douglass Winthrop Advisors held 1,200 shares of Marsh worth $208K as of Q1 2026.
Douglass Winthrop Advisors sold 508 Marsh shares in Q1 2026, an estimated $91.3K.
Marsh made up ﹤0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #296 holding.
Douglass Winthrop Advisors first reported a position in Marsh in Q3 2021 and has held it in 15 quarters since.
Douglass Winthrop Advisors's Marsh position peaked at $417K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.