Lido Advisors’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
59,289
-346
| -0.6% | -$62.2K | 0.03% | 313 |
|
|
2025
Q4 | $11.9M | Sell |
59,635
-898
| -1% | -$168K | 0.04% | 302 |
|
|
2025
Q3 | $12.2M | Buy |
60,533
+1,420
| +2% | +$292K | 0.04% | 277 |
|
|
2025
Q2 | $12.9M | Sell |
59,113
-890
| -1% | -$201K | 0.05% | 219 |
|
|
2025
Q1 | $14.6M | Sell |
60,003
-3,420
| -5% | -$776K | 0.07% | 181 |
|
|
2024
Q4 | $13.5M | Buy |
63,423
+22,589
| +55% | +$5.01M | 0.06% | 181 |
|
|
2024
Q3 | $9.11M | Buy |
40,834
+557
| +1% | +$124K | 0.05% | 215 |
|
|
2024
Q2 | $8.49M | Buy |
40,277
+5,537
| +16% | +$1.14M | 0.05% | 205 |
|
|
2024
Q1 | $7.16M | Buy |
34,740
+3,422
| +11% | +$682K | 0.04% | 224 |
|
|
2023
Q4 | $5.93M | Buy |
31,318
+8,008
| +34% | +$1.55M | 0.04% | 241 |
|
|
2023
Q3 | $4.44M | Sell |
23,310
-291
| -1% | -$55.8K | 0.03% | 260 |
|
|
2023
Q2 | $4.44M | Buy |
23,601
+2,213
| +10% | +$393K | 0.03% | 243 |
|
|
2023
Q1 | $3.56M | Sell |
21,388
-10,262
| -32% | -$1.71M | 0.03% | 247 |
|
|
2022
Q4 | $5.24M | Buy |
31,650
+21,090
| +200% | +$3.45M | 0.06% | 163 |
|
|
2022
Q3 | $1.58M | Buy |
10,560
+3,985
| +61% | +$639K | 0.02% | 289 |
|
|
2022
Q2 | $1.02M | Buy |
6,575
+299
| +5% | +$47.9K | 0.01% | 349 |
|
|
2022
Q1 | $1.07M | Sell |
6,276
-7,605
| -55% | -$1.2M | 0.01% | 382 |
|
|
2021
Q4 | $2.41M | Sell |
13,881
-28
| -0.2% | -$4.65K | 0.03% | 240 |
|
|
2021
Q3 | $2.11M | Buy |
13,909
+18
| +0.1% | +$2.72K | 0.03% | 260 |
|
|
2021
Q2 | $1.95M | Buy |
13,891
+3,537
| +34% | +$474K | 0.03% | 264 |
|
|
2021
Q1 | $1.26M | Buy |
10,354
+837
| +9% | +$96.4K | 0.02% | 294 |
|
|
2020
Q4 | $1.11M | Buy |
9,517
+6,693
| +237% | +$760K | 0.02% | 293 |
|
|
2020
Q3 | $324K | Sell |
2,824
-560
| -17% | -$64.2K | 0.01% | 463 |
|
|
2020
Q2 | $363K | Sell |
3,384
-242
| -7% | -$24.5K | 0.01% | 409 |
|
|
2020
Q1 | $314K | Sell |
3,626
-848
| -19% | -$90.4K | 0.01% | 408 |
|
|
2019
Q4 | $498K | Buy |
4,474
+297
| +7% | +$31K | 0.02% | 391 |
|
|
2019
Q3 | $418K | Buy |
4,177
+206
| +5% | +$20.6K | 0.02% | 373 |
|
|
2019
Q2 | $396K | Sell |
3,971
-17
| -0.4% | -$1.63K | 0.02% | 354 |
|
|
2019
Q1 | $374K | Sell |
3,988
-24
| -0.6% | -$2.12K | 0.02% | 340 |
|
|
2018
Q4 | $319K | Buy |
4,012
+286
| +8% | +$23.8K | 0.03% | 295 |
|
|
2018
Q3 | $308K | Buy |
3,726
+687
| +23% | +$58.2K | 0.03% | 331 |
|
|
2018
Q2 | $249K | Buy |
3,039
+225
| +8% | +$18.4K | 0.03% | 344 |
|
|
2018
Q1 | $232K | Buy |
+2,814
| New | +$233K | 0.03% | 328 |
|
Other funds holding MRSH
VCM
VPM
Lido Advisors's MRSH Position: Q1 2026 in Review
Lido Advisors reduced its Marsh (MRSH) stake by 0.58% in Q1 2026, selling an estimated $62.2K and leaving 59,289 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #313.
Lido Advisors first reported a position in MRSH in Q1 2018 and has held it in 33 quarters since. The position peaked at $14.6M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Lido Advisors held 59,289 shares of Marsh worth $10.3M as of Q1 2026.
- Lido Advisors sold 346 Marsh shares in Q1 2026, an estimated $62.2K.
- Marsh made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #313 holding.
- Lido Advisors first reported a position in Marsh in Q1 2018 and has held it in 33 quarters since.
- Lido Advisors's Marsh position peaked at $14.6M in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.