Dover Advisors’s Marsh MRSH Stock Holding History

Dover 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	$1.37M	Buy	7,378 +2,689	+57%	+$449K	0.56%	50
2026 Q1	$813K	Sell	4,689 -2,689	-36%	-$483K	0.34%	73
2025 Q4	$1.37M	Sell	7,378 -805	-10%	-$150K	0.53%	52
2025 Q3	$1.65M	Buy	8,183 +5,081	+164%	+$1.05M	0.66%	44
2025 Q2	$678K	Sell	3,102 -2,177	-41%	-$491K	0.3%	83
2025 Q1	$1.29M	Sell	5,279 -95	-2%	-$21.6K	0.56%	50
2024 Q4	$1.14M	Sell	5,374 -20	-0.4%	-$4.44K	0.65%	52
2024 Q3	$1.2M	Hold	5,394	–	–	0.68%	49
2024 Q2	$1.14M	Hold	5,394	–	–	0.7%	47
2024 Q1	$1.11M	Buy	+5,394	New	+$1.08M	0.76%	43
2023 Q4	–	Sell	-5,530	Closed	-$1.05M	–	95
2023 Q3	$1.05M	Hold	5,530	–	–	1.06%	34
2023 Q2	$1.04M	Hold	5,530	–	–	0.92%	34
2023 Q1	$921K	Hold	5,530	–	–	0.89%	39
2022 Q4	$915K	Buy	+5,530	New	+$904K	0.99%	35

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dover Advisors's MRSH Position: Q2 2026 in Review

Dover Advisors increased its Marsh (MRSH) stake by 57% in Q2 2026, buying an estimated $449K and bringing the position to 7,378 shares worth $1.37M. The position accounts for 0.56% of the portfolio, ranked #50.

Dover Advisors first reported a position in MRSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Dover Advisors held 7,378 shares of Marsh worth $1.37M as of Q2 2026.
Dover Advisors bought 2,689 Marsh shares in Q2 2026, an estimated $449K.
Marsh made up 0.56% of Dover Advisors's portfolio in Q2 2026, its #50 holding.
Dover Advisors first reported a position in Marsh in Q4 2022 and has held it in 14 quarters since.
Dover Advisors's Marsh position peaked at $1.65M in Q3 2025.
1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.