DAS
MRSH

Dynamic Advisor Solutions’s Marsh MRSH Stock Holding History

Dynamic Advisor Solutions’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 		$280K Sell
1,677
-166
-9% -$27.7K 0.01% 885
2026
Q1 		$320K Buy
1,843
+141
+8% +$25.4K 0.01% 791
2025
Q4 		$316K Sell
1,702
-77
-4% -$14.4K 0.01% 756
2025
Q3 		$359K Buy
1,779
+34
+2% +$6.99K 0.01% 722
2025
Q2 		$382K Sell
1,745
-112
-6% -$25.3K 0.01% 670
2025
Q1 		$453K Buy
1,857
+104
+6% +$23.6K 0.01% 605
2024
Q4 		$372K Sell
1,753
-590
-25% -$131K 0.02% 485
2024
Q3 		$523K Buy
2,343
+52
+2% +$11.5K 0.02% 610
2024
Q2 		$483K Sell
2,291
-281
-11% -$57.7K 0.02% 636
2024
Q1 		$530K Buy
2,572
+74
+3% +$14.7K 0.02% 588
2023
Q4 		$477K Buy
2,498
+257
+11% +$49.7K 0.02% 584
2023
Q3 		$427K Sell
2,241
-14
-0.6% -$2.68K 0.02% 561
2023
Q2 		$424K Buy
2,255
+62
+3% +$11K 0.02% 540
2023
Q1 		$365K Buy
2,193
+213
+11% +$35.5K 0.02% 546
2022
Q4 		$328K Buy
1,980
+236
+14% +$38.6K 0.02% 533
2022
Q3 		$260K Buy
1,744
+4
+0.2% +$642 0.02% 561
2022
Q2 		$270K Sell
1,740
-6
-0.3% -$962 0.02% 565
2022
Q1 		$298K Buy
1,746
+514
+42% +$81K 0.02% 559
2021
Q4 		$214K Buy
+1,232
New +$205K 0.02% 670

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Dynamic Advisor Solutions's MRSH Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Marsh (MRSH) stake by 9% in Q2 2026, selling an estimated $27.7K and leaving 1,677 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #885.

Dynamic Advisor Solutions first reported a position in MRSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $530K in Q1 2024. 260 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Dynamic Advisor Solutions held 1,677 shares of Marsh worth $280K as of Q2 2026.
  • Dynamic Advisor Solutions sold 166 Marsh shares in Q2 2026, an estimated $27.7K.
  • Marsh made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #885 holding.
  • Dynamic Advisor Solutions first reported a position in Marsh in Q4 2021 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Marsh position peaked at $530K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.