Bartlett & Co’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Buy |
+5,710
| New | +$609K | 0.02% | 229 |
|
|
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% | 207 |
|
|
2018
Q3 | $444K | Sell |
5,364
-154
| -3% | -$13K | 0.02% | 211 |
|
|
2018
Q2 | $452K | Sell |
5,518
-129
| -2% | -$10.5K | 0.02% | 208 |
|
|
2018
Q1 | $466K | Buy |
5,647
+129
| +2% | +$10.7K | 0.02% | 202 |
|
|
2017
Q4 | $449K | Hold |
5,518
| – | – | 0.02% | 205 |
|
|
2017
Q3 | $462K | Hold |
5,518
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $430K | Sell |
5,518
-489
| -8% | -$36.9K | 0.02% | 197 |
|
|
2017
Q1 | $444K | Hold |
6,007
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $406K | Hold |
6,007
| – | – | 0.02% | 202 |
|
|
2016
Q3 | $404K | Sell |
6,007
-105
| -2% | -$7.03K | 0.02% | 202 |
|
|
2016
Q2 | $418K | Buy |
6,112
+105
| +2% | +$6.74K | 0.02% | 201 |
|
|
2016
Q1 | $365K | Hold |
6,007
| – | – | 0.02% | 207 |
|
|
2015
Q4 | $333K | Hold |
6,007
| – | – | 0.02% | 219 |
|
|
2015
Q3 | $314K | Hold |
6,007
| – | – | 0.02% | 220 |
|
|
2015
Q2 | $341K | Hold |
6,007
| – | – | 0.02% | 217 |
|
|
2015
Q1 | $337K | Sell |
6,007
-115
| -2% | -$6.48K | 0.02% | 216 |
|
|
2014
Q4 | $350K | Buy |
6,122
+115
| +2% | +$6.31K | 0.02% | 212 |
|
|
2014
Q3 | $314K | Hold |
6,007
| – | – | 0.02% | 225 |
|
|
2014
Q2 | $311K | Hold |
6,007
| – | – | 0.02% | 228 |
|
|
2014
Q1 | $296K | Buy |
6,007
+662
| +12% | +$31.7K | 0.01% | 229 |
|
|
2013
Q4 | $258K | Hold |
5,345
| – | – | 0.01% | 236 |
|
|
2013
Q3 | $233K | Hold |
5,345
| – | – | 0.01% | 240 |
|
|
2013
Q2 | $213K | Buy |
+5,345
| New | +$209K | 0.01% | 242 |
|
Other funds holding MRSH
Bartlett & Co's MRSH Position: Q4 2023 in Review
Bartlett & Co held its Marsh (MRSH) position steady in Q4 2023 at 8,411 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #225.
Bartlett & Co first reported a position in MRSH in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.6M in Q3 2023. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.
- Bartlett & Co held 8,411 shares of Marsh worth $1.59M as of Q4 2023.
- Bartlett & Co left its Marsh share count unchanged in Q4 2023.
- Marsh made up 0.03% of Bartlett & Co's portfolio in Q4 2023, its #225 holding.
- Bartlett & Co first reported a position in Marsh in Q2 2013 and has held it in 42 quarters since.
- Bartlett & Co's Marsh position peaked at $1.6M in Q3 2023.
- 1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.
Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.