Lido Advisors
MRSH

Lido Advisors’s Marsh MRSH Stock Holding History

Lido Advisors’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
-3,800
Closed -$831K – 1876
2025
Q2 		$831K Buy
+3,800
New +$858K ﹤0.01% 916
2025
Q1 		– Sell
-4,100
Closed -$871K – 1576
2024
Q4 		$871K Buy
+4,100
New +$910K ﹤0.01% 812

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.