DWA
MRSH

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
Q2 		$200K Hold
1,200
– – ﹤0.01% 303
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
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

Douglass Winthrop Advisors's MRSH Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Marsh (MRSH) position steady in Q2 2026 at 1,200 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Douglass Winthrop Advisors first reported a position in MRSH in Q3 2021 and has held it in 16 quarters since. The position peaked at $417K in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Douglass Winthrop Advisors held 1,200 shares of Marsh worth $200K as of Q2 2026.
  • Douglass Winthrop Advisors left its Marsh share count unchanged in Q2 2026.
  • Marsh made up ﹤0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #303 holding.
  • Douglass Winthrop Advisors first reported a position in Marsh in Q3 2021 and has held it in 16 quarters since.
  • Douglass Winthrop Advisors's Marsh position peaked at $417K in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.