Bank of Montreal’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 | $89.4M | Sell |
515,363
-32,730
| -6% | -$5.88M | 0.03% | 380 |
|
|
2025
Q4 | $102M | Sell |
548,093
-19,237
| -3% | -$3.6M | 0.04% | 365 |
|
|
2025
Q3 | $114M | Buy |
567,330
+310
| +0.1% | +$63.8K | 0.04% | 299 |
|
|
2025
Q2 | $124M | Sell |
567,020
-285,453
| -33% | -$64.4M | 0.06% | 232 |
|
|
2025
Q1 | $208M | Sell |
852,473
-152,071
| -15% | -$34.5M | 0.1% | 152 |
|
|
2024
Q4 | $213M | Sell |
1,004,544
-304,283
| -23% | -$67.5M | 0.1% | 155 |
|
|
2024
Q3 | $293M | Buy |
1,308,827
+95,921
| +8% | +$21.3M | 0.13% | 133 |
|
|
2024
Q2 | $260M | Buy |
1,212,906
+35,135
| +3% | +$7.22M | 0.08% | 144 |
|
|
2024
Q1 | $242M | Sell |
1,177,771
-196,001
| -14% | -$39.1M | 0.07% | 151 |
|
|
2023
Q4 | $260M | Buy |
1,373,772
+580,753
| +73% | +$112M | 0.08% | 141 |
|
|
2023
Q3 | $156M | Sell |
793,019
-68,831
| -8% | -$13.2M | 0.05% | 187 |
|
|
2023
Q2 | $162M | Buy |
861,850
+272,899
| +46% | +$48.4M | 0.06% | 176 |
|
|
2023
Q1 | $98.1M | Sell |
588,951
-62,378
| -10% | -$10.4M | 0.04% | 244 |
|
|
2022
Q4 | $109M | Sell |
651,329
-451,675
| -41% | -$73.9M | 0.05% | 232 |
|
|
2022
Q3 | $166K | Buy |
1,103,004
+564,787
| +105% | +$90.6M | 0.07% | 155 |
|
|
2022
Q2 | $85.5K | Sell |
538,217
-11,234
| -2% | -$1.8M | 0.04% | 276 |
|
|
2022
Q1 | $94.5M | Sell |
549,451
-375,653
| -41% | -$59.2M | 0.05% | 283 |
|
|
2021
Q4 | $161M | Sell |
925,104
-145,461
| -14% | -$24.2M | 0.09% | 184 |
|
|
2021
Q3 | $166M | Buy |
1,070,565
+317,393
| +42% | +$48M | 0.08% | 227 |
|
|
2021
Q2 | $106M | Buy |
753,172
+147,681
| +24% | +$19.8M | 0.05% | 295 |
|
|
2021
Q1 | $75.6M | Sell |
605,491
-83,473
| -12% | -$9.61M | 0.05% | 321 |
|
|
2020
Q4 | $77.6M | Buy |
688,964
+94,895
| +16% | +$10.8M | 0.05% | 304 |
|
|
2020
Q3 | $68.2M | Buy |
594,069
+59,459
| +11% | +$6.81M | 0.06% | 275 |
|
|
2020
Q2 | $57.9M | Sell |
534,610
-3,118
| -0.6% | -$316K | 0.05% | 292 |
|
|
2020
Q1 | $44.5M | Sell |
537,728
-200,248
| -27% | -$21.3M | 0.05% | 294 |
|
|
2019
Q4 | $82.2M | Buy |
737,976
+46,953
| +7% | +$4.9M | 0.06% | 288 |
|
|
2019
Q3 | $69.1M | Buy |
691,023
+23,441
| +4% | +$2.34M | 0.06% | 276 |
|
|
2019
Q2 | $66.6M | Buy |
667,582
+43,890
| +7% | +$4.2M | 0.06% | 294 |
|
|
2019
Q1 | $58.6M | Buy |
623,692
+70,274
| +13% | +$6.22M | 0.05% | 309 |
|
|
2018
Q4 | $44.1M | Sell |
553,418
-114,708
| -17% | -$9.56M | 0.04% | 348 |
|
|
2018
Q3 | $55.3M | Buy |
668,126
+57,081
| +9% | +$4.84M | 0.04% | 349 |
|
|
2018
Q2 | $50.1M | Buy |
611,045
+17,808
| +3% | +$1.45M | 0.04% | 345 |
|
|
2018
Q1 | $49M | Sell |
593,237
-47,734
| -7% | -$3.95M | 0.04% | 366 |
|
|
2017
Q4 | $52.2M | Buy |
640,971
+49,346
| +8% | +$4.1M | 0.05% | 351 |
|
|
2017
Q3 | $49.6M | Sell |
591,625
-145,734
| -20% | -$11.6M | 0.05% | 341 |
|
|
2017
Q2 | $57.5M | Buy |
737,359
+41,732
| +6% | +$3.15M | 0.06% | 299 |
|
|
2017
Q1 | $51.4M | Buy |
695,627
+28,451
| +4% | +$2.03M | 0.05% | 304 |
|
|
2016
Q4 | $46.2M | Buy |
667,176
+108,687
| +19% | +$7.29M | 0.05% | 319 |
|
|
2016
Q3 | $37.6M | Buy |
558,489
+5,244
| +0.9% | +$351K | 0.04% | 353 |
|
|
2016
Q2 | $37.9M | Buy |
553,245
+264,138
| +91% | +$17M | 0.04% | 344 |
|
|
2016
Q1 | $17.6M | Sell |
289,107
-65,600
| -18% | -$3.67M | 0.02% | 541 |
|
|
2015
Q4 | $19.7M | Buy |
354,707
+80,724
| +29% | +$4.45M | 0.02% | 488 |
|
|
2015
Q3 | $14.3M | Sell |
273,983
-276,982
| -50% | -$15.5M | 0.02% | 570 |
|
|
2015
Q2 | $31.2M | Buy |
550,965
+282,217
| +105% | +$16.3M | 0.04% | 389 |
|
|
2015
Q1 | $15.1M | Buy |
268,748
+73,019
| +37% | +$4.12M | 0.02% | 623 |
|
|
2014
Q4 | $11.2M | Buy |
195,729
+27,724
| +17% | +$1.52M | 0.01% | 735 |
|
|
2014
Q3 | $8.79M | Buy |
168,005
+61,975
| +58% | +$3.23M | 0.01% | 847 |
|
|
2014
Q2 | $5.5M | Buy |
106,030
+35,911
| +51% | +$1.78M | 0.01% | 1048 |
|
|
2014
Q1 | $3.46M | Buy |
70,119
+442
| +0.6% | +$21.2K | ﹤0.01% | 1084 |
|
|
2013
Q4 | $3.37M | Sell |
69,677
-3,389
| -5% | -$157K | ﹤0.01% | 978 |
|
|
2013
Q3 | $3.18M | Sell |
73,066
-55,602
| -43% | -$2.34M | ﹤0.01% | 954 |
|
|
2013
Q2 | $5.14M | Buy |
+128,668
| New | +$5.03M | 0.01% | 728 |
|
Other funds holding MRSH
VCM
VPM
Bank of Montreal's MRSH Position: Q1 2026 in Review
Bank of Montreal reduced its Marsh (MRSH) stake by 6% in Q1 2026, selling an estimated $5.88M and leaving 515,363 shares worth $89.4M. The position accounts for 0.03% of the portfolio, ranked #380.
Bank of Montreal first reported a position in MRSH in Q2 2013 and has held it in 52 quarters since. The position peaked at $293M in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Bank of Montreal held 515,363 shares of Marsh worth $89.4M as of Q1 2026.
- Bank of Montreal sold 32,730 Marsh shares in Q1 2026, an estimated $5.88M.
- Marsh made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #380 holding.
- Bank of Montreal first reported a position in Marsh in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Marsh position peaked at $293M in Q3 2024.
- 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.