Bartlett & Co Wealth Management’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 | $1.72M | Sell |
10,166
-6
| -0.1% | -$1.08K | 0.02% | 226 |
|
|
2025
Q4 | $1.89M | Sell |
10,172
-38
| -0.4% | -$7.1K | 0.02% | 214 |
|
|
2025
Q3 | $2.06M | Sell |
10,210
-168
| -2% | -$34.6K | 0.03% | 199 |
|
|
2025
Q2 | $2.27M | Sell |
10,378
-63
| -0.6% | -$14.2K | 0.03% | 183 |
|
|
2025
Q1 | $2.55M | Buy |
10,441
+21
| +0.2% | +$4.76K | 0.04% | 171 |
|
|
2024
Q4 | $2.21M | Buy |
10,420
+1,052
| +11% | +$233K | 0.03% | 187 |
|
|
2024
Q3 | $2.09M | Sell |
9,368
-4
| -0% | -$888 | 0.03% | 195 |
|
|
2024
Q2 | $1.97M | Buy |
9,372
+961
| +11% | +$197K | 0.03% | 198 |
|
|
2024
Q1 | $1.73M | Hold |
8,411
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $1.59M | Hold |
8,411
| – | – | 0.03% | 225 |
|
|
2023
Q3 | $1.6M | Sell |
8,411
-103
| -1% | -$19.7K | 0.03% | 213 |
|
|
2023
Q2 | $1.6M | Hold |
8,514
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $1.42M | Hold |
8,514
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $1.41M | Sell |
8,514
-9
| -0.1% | -$1.47K | 0.03% | 201 |
|
|
2022
Q3 | $1.27M | Buy |
8,523
+1,222
| +17% | +$196K | 0.03% | 198 |
|
|
2022
Q2 | $1.13M | Buy |
7,301
+33
| +0.5% | +$5.29K | 0.02% | 208 |
|
|
2022
Q1 | $1.24M | Sell |
7,268
-36
| -0.5% | -$5.67K | 0.02% | 212 |
|
|
2021
Q4 | $1.27M | Sell |
7,304
-221
| -3% | -$36.7K | 0.02% | 215 |
|
|
2021
Q3 | $1.14M | Buy |
7,525
+652
| +9% | +$98.6K | 0.02% | 199 |
|
|
2021
Q2 | $967K | Hold |
6,873
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $837K | Hold |
6,873
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $804K | Buy |
6,873
+1,163
| +20% | +$132K | 0.02% | 216 |
|
|
2020
Q3 | $655K | Hold |
5,710
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $613K | Hold |
5,710
| – | – | 0.02% | 222 |
|
|
2020
Q1 | $494K | Sell |
5,710
-1,188
| -17% | -$127K | 0.02% | 229 |
|
|
2019
Q4 | $769K | Buy |
6,898
+3
| +0% | +$313 | 0.02% | 225 |
|
|
2019
Q3 | $690K | Buy |
6,895
+1,538
| +29% | +$154K | 0.02% | 226 |
|
|
2019
Q2 | $534K | Buy |
5,357
+12
| +0.2% | +$1.15K | 0.02% | 200 |
|
|
2019
Q1 | $502K | Sell |
5,345
-19
| -0.4% | -$1.68K | 0.02% | 202 |
|
|
2018
Q4 | $428K | Hold |
5,364
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $444K | Sell |
5,364
-154
| -3% | -$13K | 0.02% | 211 |
|
|
2018
Q2 | $452K | Sell |
5,518
-129
| -2% | -$10.5K | 0.02% | 209 |
|
|
2018
Q1 | $466K | Buy |
+5,647
| New | +$468K | 0.02% | 202 |
|
Other funds holding MRSH
VCM
VPM
Bartlett & Co Wealth Management's MRSH Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Marsh (MRSH) stake by 0.06% in Q1 2026, selling an estimated $1.08K and leaving 10,166 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #226.
Bartlett & Co Wealth Management first reported a position in MRSH in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.55M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Bartlett & Co Wealth Management held 10,166 shares of Marsh worth $1.72M as of Q1 2026.
- Bartlett & Co Wealth Management sold 6 Marsh shares in Q1 2026, an estimated $1.08K.
- Marsh made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #226 holding.
- Bartlett & Co Wealth Management first reported a position in Marsh in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Marsh position peaked at $2.55M in Q1 2025.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.