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
2016
Q4 		– Sell
-4,200
Closed -$282K – 190
2016
Q3 		$282K Hold
4,200
– – 0.14% 141
2016
Q2 		$288K Hold
4,200
– – 0.14% 138
2016
Q1 		$255K Buy
+4,200
New +$235K 0.13% 137

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Dumont & Blake Investment Advisors's MRSH Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Marsh (MRSH) stake by 4.2% in Q2 2026, selling an estimated $57.5K and leaving 7,754 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #83.

Dumont & Blake Investment Advisors first reported a position in MRSH in Q2 2014 and has held it in 49 quarters since. The position peaked at $4.16M in Q2 2024. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Dumont & Blake Investment Advisors held 7,754 shares of Marsh worth $1.29M as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 344 Marsh shares in Q2 2026, an estimated $57.5K.
  • Marsh made up 0.29% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Dumont & Blake Investment Advisors first reported a position in Marsh in Q2 2014 and has held it in 49 quarters since.
  • Dumont & Blake Investment Advisors's Marsh position peaked at $4.16M in Q2 2024.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.