DBIA
MRSH

Dumont & Blake Investment Advisors’s Marsh MRSH Stock Holding History

Dumont & Blake Investment 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 		$1.4M Sell
8,098
-99
-1% -$17.8K 0.35% 74
2025
Q4 		$1.52M Buy
8,197
+8
+0.1% +$1.5K 0.37% 74
2025
Q3 		$1.65M Sell
8,189
-59
-0.7% -$12.1K 0.4% 70
2025
Q2 		$1.8M Sell
8,248
-401
-5% -$90.5K 0.47% 62
2025
Q1 		$2.11M Hold
8,649
– – 0.59% 44
2024
Q4 		$1.84M Sell
8,649
-1,180
-12% -$262K 0.49% 55
2024
Q3 		$2.19M Sell
9,829
-9,931
-50% -$2.2M 0.58% 41
2024
Q2 		$4.16M Buy
19,760
+9,905
+101% +$2.03M 0.59% 41
2024
Q1 		$2.03M Buy
9,855
+68
+0.7% +$13.6K 0.58% 44
2023
Q4 		$1.85M Sell
9,787
-630
-6% -$122K 0.57% 44
2023
Q3 		$1.98M Sell
10,417
-206
-2% -$39.5K 0.67% 40
2023
Q2 		$2M Sell
10,623
-374
-3% -$66.4K 0.65% 39
2023
Q1 		$1.83M Sell
10,997
-175
-2% -$29.2K 0.62% 42
2022
Q4 		$1.85M Sell
11,172
-95
-0.8% -$15.5K 0.65% 41
2022
Q3 		$1.68M Sell
11,267
-201
-2% -$32.3K 0.63% 42
2022
Q2 		$1.78M Buy
11,468
+40
+0.4% +$6.41K 0.58% 46
2022
Q1 		$1.95M Sell
11,428
-542
-5% -$85.4K 0.53% 49
2021
Q4 		$2.08M Sell
11,970
-66
-0.5% -$11K 0.54% 50
2021
Q3 		$1.82M Sell
12,036
-115
-0.9% -$17.4K 0.52% 50
2021
Q2 		$1.71M Buy
12,151
+18
+0.1% +$2.41K 0.49% 61
2021
Q1 		$1.48M Buy
12,133
+195
+2% +$22.5K 0.45% 62
2020
Q4 		$1.4M Buy
11,938
+85
+0.7% +$9.66K 0.48% 60
2020
Q3 		$1.36M Buy
11,853
+272
+2% +$31.2K 0.52% 57
2020
Q2 		$1.24M Buy
11,581
+126
+1% +$12.8K 0.52% 54
2020
Q1 		$990K Sell
11,455
-129
-1% -$13.8K 0.51% 58
2019
Q4 		$1.29M Buy
11,584
+60
+0.5% +$6.27K 0.51% 54
2019
Q3 		$1.15M Sell
11,524
-55
-0.5% -$5.5K 0.49% 61
2019
Q2 		$1.16M Sell
11,579
-149
-1% -$14.3K 0.48% 62
2019
Q1 		$1.1M Sell
11,728
-2,135
-15% -$189K 0.47% 63
2018
Q4 		$1.11M Sell
13,863
-326
-2% -$27.2K 0.52% 60
2018
Q3 		$1.17M Buy
14,189
+809
+6% +$68.5K 0.46% 70
2018
Q2 		$1.1M Buy
13,380
+320
+2% +$26.1K 0.46% 68
2018
Q1 		$1.08M Buy
13,060
+50
+0.4% +$4.14K 0.46% 76
2017
Q4 		$1.06M Sell
13,010
-75
-0.6% -$6.23K 0.43% 81
2017
Q3 		$1.1M Sell
13,085
-140
-1% -$11.1K 0.47% 77
2017
Q2 		$1.03M Buy
13,225
+10
+0.1% +$755 0.46% 81
2017
Q1 		$976K Buy
13,215
+30
+0.2% +$2.14K 0.44% 82
2016
Q4 		$891K Buy
13,185
+100
+0.8% +$6.7K 0.42% 86
2016
Q3 		$880K Buy
13,085
+930
+8% +$62.3K 0.43% 88
2016
Q2 		$832K Buy
12,155
+465
+4% +$29.9K 0.42% 85
2016
Q1 		$711K Buy
11,690
+915
+8% +$51.2K 0.37% 96
2015
Q4 		$597K Hold
10,775
– – 0.3% 113
2015
Q3 		$563K Sell
10,775
-100
-0.9% -$5.58K 0.3% 109
2015
Q2 		$617K Sell
10,875
-25
-0.2% -$1.44K 0.3% 114
2015
Q1 		$611K Buy
10,900
+825
+8% +$46.5K 0.3% 113
2014
Q4 		$577K Buy
10,075
+25
+0.2% +$1.37K 0.29% 112
2014
Q3 		$526K Sell
10,050
-75
-0.7% -$3.91K 0.27% 116
2014
Q2 		$525K Buy
+10,125
New +$503K 0.26% 117

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dumont & Blake Investment Advisors's MRSH Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Marsh (MRSH) stake by 1.2% in Q1 2026, selling an estimated $17.8K and leaving 8,098 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #74.

Dumont & Blake Investment Advisors first reported a position in MRSH in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.16M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Dumont & Blake Investment Advisors held 8,098 shares of Marsh worth $1.4M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 99 Marsh shares in Q1 2026, an estimated $17.8K.
  • Marsh made up 0.35% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Dumont & Blake Investment Advisors first reported a position in Marsh in Q2 2014 and has held it in 48 quarters since.
  • Dumont & Blake Investment Advisors's Marsh position peaked at $4.16M in Q2 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.