Duncan Williams Asset Management’s Marsh MRSH Stock Holding History

Duncan Williams Asset 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
2026 Q2	$201K	Buy	1,207 +2	+0.2%	+$334	0.05%	167
2026 Q1	$209K	Buy	1,205 +1	+0.1%	+$180	0.06%	147
2025 Q4	$228K	Buy	1,204 +2	+0.2%	+$374	0.06%	159
2025 Q3	$242K	Buy	1,202 +1	+0.1%	+$206	0.07%	152
2025 Q2	$263K	Buy	1,201 +1	+0.1%	+$226	0.08%	132
2025 Q1	$293K	Sell	1,200 -15	-1%	-$3.4K	0.11%	112
2024 Q4	$258K	Buy	+1,215	New	+$270K	0.1%	122

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

Duncan Williams Asset Management's MRSH Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Marsh (MRSH) stake by 0.17% in Q2 2026, buying an estimated $334 and bringing the position to 1,207 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #167.

Duncan Williams Asset Management first reported a position in MRSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Duncan Williams Asset Management held 1,207 shares of Marsh worth $201K as of Q2 2026.
Duncan Williams Asset Management bought 2 Marsh shares in Q2 2026, an estimated $334.
Marsh made up 0.05% of Duncan Williams Asset Management's portfolio in Q2 2026, its #167 holding.
Duncan Williams Asset Management first reported a position in Marsh in Q4 2024 and has held it in 7 quarters since.
Duncan Williams Asset Management's Marsh position peaked at $293K in Q1 2025.
1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.