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
2026
Q2 		$2.72M Buy
16,300
+11,200
+220% +$1.87M 0.01% 695
2026
Q1 		$885K Sell
5,100
-11,400
-69% -$2.05M ﹤0.01% 1017
2025
Q4 		$3.06M Hold
16,500
– – 0.01% 594
2025
Q3 		$3.33M Buy
16,500
+2,600
+19% +$535K 0.01% 543
2025
Q2 		$3.04M Buy
13,900
+2,600
+23% +$587K 0.01% 488
2025
Q1 		$2.76M Buy
11,300
+2,200
+24% +$499K 0.01% 471
2024
Q4 		$1.93M Buy
9,100
+5,000
+122% +$1.11M 0.01% 527
2024
Q3 		$915K Hold
4,100
– – ﹤0.01% 740
2024
Q2 		$864K Buy
4,100
+1,700
+71% +$349K ﹤0.01% 716
2024
Q1 		$494K Sell
2,400
-1,000
-29% -$199K ﹤0.01% 910
2023
Q4 		$644K Buy
3,400
+700
+26% +$135K ﹤0.01% 769
2023
Q3 		$514K Buy
2,700
+1,000
+59% +$192K ﹤0.01% 739
2023
Q2 		$320K Hold
1,700
– – ﹤0.01% 899
2023
Q1 		$283K Hold
1,700
– – ﹤0.01% 883
2022
Q4 		$281K Hold
1,700
– – ﹤0.01% 804
2022
Q3 		$253K Buy
+1,700
New +$273K ﹤0.01% 821

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lido Advisors's MRSH Position: Q2 2026 in Review

Lido Advisors increased its Marsh (MRSH) stake by 3.8% in Q2 2026, buying an estimated $376K and bringing the position to 61,537 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #337.

Lido Advisors first reported a position in MRSH in Q1 2018 and has held it in 34 quarters since. The position peaked at $14.6M in Q1 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Lido Advisors held 61,537 shares of Marsh worth $10.3M as of Q2 2026.
  • Lido Advisors bought 2,248 Marsh shares in Q2 2026, an estimated $376K.
  • Marsh made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #337 holding.
  • Lido Advisors first reported a position in Marsh in Q1 2018 and has held it in 34 quarters since.
  • Lido Advisors's Marsh position peaked at $14.6M in Q1 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.