DP
MRSH

Dundas Partners’s Marsh MRSH Stock Holding History

Dundas Partners’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
Q3 		– Sell
-187,494
Closed -$41M – 55
2025
Q2 		$41M Hold
187,494
– – 2.85% 15
2025
Q1 		$45.8M Hold
187,494
– – 3.37% 10
2024
Q4 		$39.8M Hold
187,494
– – 2.79% 15
2024
Q3 		$41.8M Hold
187,494
– – 3.01% 14
2024
Q2 		$39.5M Buy
187,494
+8,560
+5% +$1.76M 3.07% 11
2024
Q1 		$36.9M Hold
178,934
– – 2.9% 16
2023
Q4 		$33.9M Hold
178,934
– – 2.96% 15
2023
Q3 		$34.1M Hold
178,934
– – 3.35% 9
2023
Q2 		$33.7M Hold
178,934
– – 3.17% 10
2023
Q1 		$29.8M Sell
178,934
-800
-0.4% -$133K 3.12% 14
2022
Q4 		$29.7M Hold
179,734
– – 3.23% 12
2022
Q3 		$26.8M Hold
179,734
– – 3.12% 12
2022
Q2 		$27.9M Hold
179,734
– – 3.02% 14
2022
Q1 		$30.6M Buy
179,734
+32,950
+22% +$5.19M 2.79% 18
2021
Q4 		$22.5M Buy
146,784
+7,772
+6% +$1.29M 2.8% 17
2021
Q3 		$21.1M Hold
139,012
– – 2.97% 16
2021
Q2 		$19.6M Hold
139,012
– – 2.84% 15
2021
Q1 		$16.9M Hold
139,012
– – 2.69% 19
2020
Q4 		$19.4M Hold
139,012
– – 2.84% 15
2020
Q3 		$15.9M Hold
139,012
– – 3.2% 12
2020
Q2 		$14.9M Hold
139,012
– – 3.26% 12
2020
Q1 		$12M Hold
139,012
– – 3.16% 14
2019
Q4 		$15.5M Buy
139,012
+1,710
+1% +$179K 3.5% 12
2019
Q3 		$13.7M Buy
137,302
+6,203
+5% +$620K 3.42% 13
2019
Q2 		$13.1M Buy
131,099
+760
+0.6% +$72.7K 3.05% 16
2019
Q1 		$12.2M Hold
130,339
– – 2.99% 14
2018
Q4 		$14M Hold
130,339
– – 3.05% 15
2018
Q3 		$14.1M Buy
130,339
+40,032
+44% +$3.39M 2.84% 16
2018
Q2 		$7.42M Sell
90,307
-16,000
-15% -$1.31M 2.53% 20
2018
Q1 		$8.4M Buy
+106,307
New +$8.81M 2.6% 18

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dundas Partners's MRSH Position: Q3 2025 in Review

Dundas Partners sold out of Marsh (MRSH) in Q3 2025, closing a stake of 187,494 shares — an estimated $41M sold.

Dundas Partners first reported a position in MRSH in Q1 2018 and held it in 30 quarters. The position peaked at $45.8M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

  • Dundas Partners reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
  • Dundas Partners sold 187,494 Marsh shares in Q3 2025, an estimated $41M.
  • Dundas Partners first reported a position in Marsh in Q1 2018 and held it in 30 quarters.
  • Dundas Partners's Marsh position peaked at $45.8M in Q1 2025.
  • 1,576 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on Dundas Partners's 13F filing for Q3 2025, filed 13 Nov 2025.