RMDI
MRSH

R.M. Davis Inc’s Marsh MRSH Stock Holding History

R.M. Davis Inc’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 		$360K Buy
2,162
+171
+9% +$28.6K 0.01% 231
2026
Q1 		$345K Buy
1,991
+373
+23% +$67.1K 0.01% 225
2025
Q4 		$300K Buy
1,618
+100
+7% +$18.7K 0.01% 232
2025
Q3 		$306K Sell
1,518
-100
-6% -$20.6K 0.01% 233
2025
Q2 		$354K Sell
1,618
-180
-10% -$40.6K 0.01% 223
2025
Q1 		$439K Buy
1,798
+180
+11% +$40.8K 0.01% 214
2024
Q4 		$344K Sell
1,618
-44
-3% -$9.76K 0.01% 226
2024
Q3 		$371K Hold
1,662
– – 0.01% 221
2024
Q2 		$350K Buy
1,662
+94
+6% +$19.3K 0.01% 230
2024
Q1 		$323K Sell
1,568
-308
-16% -$61.4K 0.01% 220
2023
Q4 		$355K Sell
1,876
-77
-4% -$14.9K 0.01% 209
2023
Q3 		$372K Buy
1,953
+6
+0.3% +$1.15K 0.01% 205
2023
Q2 		$366K Sell
1,947
-690
-26% -$122K 0.01% 208
2023
Q1 		$439K Sell
2,637
-60
-2% -$9.99K 0.01% 186
2022
Q4 		$446K Buy
2,697
+469
+21% +$76.7K 0.01% 188
2022
Q3 		$333K Buy
+2,228
New +$357K 0.01% 209

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

R.M. Davis Inc's MRSH Position: Q2 2026 in Review

R.M. Davis Inc increased its Marsh (MRSH) stake by 8.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,162 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #231.

R.M. Davis Inc first reported a position in MRSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $446K in Q4 2022. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • R.M. Davis Inc held 2,162 shares of Marsh worth $360K as of Q2 2026.
  • R.M. Davis Inc bought 171 Marsh shares in Q2 2026, an estimated $28.6K.
  • Marsh made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #231 holding.
  • R.M. Davis Inc first reported a position in Marsh in Q3 2022 and has held it in 16 quarters since.
  • R.M. Davis Inc's Marsh position peaked at $446K in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.