Dynamic Advisor Solutions
MRSH icon

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
Q3 		$330K Buy
1,932
+255
+15% +$46.6K 0.01% 803
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 $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's MRSH Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Marsh (MRSH) stake by 15% in Q3 2026, buying an estimated $46.6K and bringing the position to 1,932 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #803.

Dynamic Advisor Solutions first reported a position in MRSH in Q4 2021 and has held it in 20 quarters since. The position peaked at $530K in Q1 2024. 275 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Dynamic Advisor Solutions held 1,932 shares of Marsh worth $330K as of Q3 2026.
  • Dynamic Advisor Solutions bought 255 Marsh shares in Q3 2026, an estimated $46.6K.
  • Marsh made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #803 holding.
  • Dynamic Advisor Solutions first reported a position in Marsh in Q4 2021 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's Marsh position peaked at $530K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.