DCM
MRSH

Dudley Capital Management’s Marsh MRSH Stock Holding History

Dudley Capital Management’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
2025
Q4 		– Sell
-1,010
Closed -$204K – 140
2025
Q3 		$204K Hold
1,010
– – 0.09% 122
2025
Q2 		$221K Hold
1,010
– – 0.11% 115
2025
Q1 		$246K Hold
1,010
– – 0.13% 109
2024
Q4 		$215K Hold
1,010
– – 0.11% 117
2024
Q3 		$225K Hold
1,010
– – 0.12% 109
2024
Q2 		$213K Hold
1,010
– – 0.12% 105
2024
Q1 		$206K Buy
+1,010
New +$201K 0.12% 103

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dudley Capital Management's MRSH Position: Q4 2025 in Review

Dudley Capital Management sold out of Marsh (MRSH) in Q4 2025, closing a stake of 1,010 shares — an estimated $204K sold.

Dudley Capital Management first reported a position in MRSH in Q1 2024 and held it in 7 quarters. The position peaked at $246K in Q1 2025. 1,587 funds tracked by Wall St. Rank hold MRSH as of Q4 2025.

  • Dudley Capital Management reported no remaining Marsh position as of Q4 2025 after selling out during the quarter.
  • Dudley Capital Management sold 1,010 Marsh shares in Q4 2025, an estimated $204K.
  • Dudley Capital Management first reported a position in Marsh in Q1 2024 and held it in 7 quarters.
  • Dudley Capital Management's Marsh position peaked at $246K in Q1 2025.
  • 1,587 funds tracked by Wall St. Rank held Marsh as of Q4 2025.

Based on Dudley Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.