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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.