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 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 $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

Dover Advisors's MRSH Position: Q1 2026 in Review

Dover Advisors reduced its Marsh (MRSH) stake by 36% in Q1 2026, selling an estimated $483K and leaving 4,689 shares worth $813K. The position accounts for 0.34% of the portfolio, ranked #73.

Dover Advisors first reported a position in MRSH in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Dover Advisors held 4,689 shares of Marsh worth $813K as of Q1 2026.
Dover Advisors sold 2,689 Marsh shares in Q1 2026, an estimated $483K.
Marsh made up 0.34% of Dover Advisors's portfolio in Q1 2026, its #73 holding.
Dover Advisors first reported a position in Marsh in Q4 2022 and has held it in 13 quarters since.
Dover Advisors's Marsh position peaked at $1.65M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.