Bell Asset 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 | $5.19M | Sell |
29,885
-2,440
| -8% | -$439K | 1.53% | 12 |
|
|
2025
Q4 | $6.04M | Sell |
32,325
-4,236
| -12% | -$792K | 1.61% | 13 |
|
|
2025
Q3 | $7.37M | Sell |
36,561
-1,234
| -3% | -$254K | 2.01% | 8 |
|
|
2025
Q2 | $8.26M | Buy |
37,795
+10,869
| +40% | +$2.45M | 1.82% | 14 |
|
|
2025
Q1 | $6.57M | Sell |
26,926
-5,539
| -17% | -$1.26M | 1.21% | 26 |
|
|
2024
Q4 | $6.9M | Buy |
32,465
+3,595
| +12% | +$798K | 1.26% | 24 |
|
|
2024
Q3 | $6.44M | Sell |
28,870
-17,572
| -38% | -$3.9M | 1.18% | 35 |
|
|
2024
Q2 | $9.79M | Sell |
46,442
-3,931
| -8% | -$808K | 1.37% | 24 |
|
|
2024
Q1 | $10.4M | Buy |
50,373
+11,702
| +30% | +$2.33M | 1.52% | 26 |
|
|
2023
Q4 | $7.33M | Sell |
38,671
-5,032
| -12% | -$972K | 1.12% | 49 |
|
|
2023
Q3 | $8.32M | Sell |
43,703
-2,097
| -5% | -$402K | 1.37% | 35 |
|
|
2023
Q2 | $8.61M | Sell |
45,800
-82
| -0.2% | -$14.6K | 1.47% | 32 |
|
|
2023
Q1 | $7.64M | Sell |
45,882
-286
| -0.6% | -$47.6K | 1.4% | 32 |
|
|
2022
Q4 | $7.64M | Sell |
46,168
-410
| -0.9% | -$67K | 1.43% | 31 |
|
|
2022
Q3 | $6.95M | Sell |
46,578
-687
| -1% | -$110K | 1.41% | 39 |
|
|
2022
Q2 | $7.34M | Buy |
47,265
+1,096
| +2% | +$176K | 1.45% | 32 |
|
|
2022
Q1 | $7.87M | Sell |
46,169
-5,788
| -11% | -$912K | 1.35% | 36 |
|
|
2021
Q4 | $9.03M | Sell |
51,957
-6,020
| -10% | -$1,000K | 1.46% | 33 |
|
|
2021
Q3 | $8.78M | Buy |
57,977
+2,258
| +4% | +$342K | 1.5% | 29 |
|
|
2021
Q2 | $7.84M | Sell |
55,719
-5,947
| -10% | -$797K | 1.53% | 26 |
|
|
2021
Q1 | $7.51M | Sell |
61,666
-3,957
| -6% | -$456K | 1.61% | 24 |
|
|
2020
Q4 | $7.68M | Buy |
65,623
+18,155
| +38% | +$2.06M | 1.68% | 23 |
|
|
2020
Q3 | $5.45M | Buy |
47,468
+673
| +1% | +$77.1K | 1.35% | 37 |
|
|
2020
Q2 | $5.02M | Hold |
46,795
| – | – | 1.36% | 35 |
|
|
2020
Q1 | $4.05M | Sell |
46,795
-147
| -0.3% | -$15.7K | 1.26% | 45 |
|
|
2019
Q4 | $5.23M | Sell |
46,942
-47,904
| -51% | -$5M | 1.35% | 34 |
|
|
2019
Q3 | $9.49M | Hold |
94,846
| – | – | 1.46% | 31 |
|
|
2019
Q2 | $9.46M | Buy |
94,846
+1,848
| +2% | +$177K | 1.53% | 28 |
|
|
2019
Q1 | $8.73M | Sell |
92,998
-4,619
| -5% | -$409K | 1.5% | 35 |
|
|
2018
Q4 | $7.79M | Buy |
97,617
+12,090
| +14% | +$1.01M | 1.64% | 24 |
|
|
2018
Q3 | $7.08M | Buy |
85,527
+22,420
| +36% | +$1.9M | 1.47% | 34 |
|
|
2018
Q2 | $5.18M | Buy |
+63,107
| New | +$5.15M | 1.25% | 48 |
|
Other funds holding MRSH
VCM
VPM
Bell Asset Management's MRSH Position: Q1 2026 in Review
Bell Asset Management reduced its Marsh (MRSH) stake by 7.5% in Q1 2026, selling an estimated $439K and leaving 29,885 shares worth $5.19M. The position accounts for 1.53% of the portfolio, ranked #12.
Bell Asset Management first reported a position in MRSH in Q2 2018 and has held it in 32 quarters since. The position peaked at $10.4M in Q1 2024. 1,536 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Bell Asset Management held 29,885 shares of Marsh worth $5.19M as of Q1 2026.
- Bell Asset Management sold 2,440 Marsh shares in Q1 2026, an estimated $439K.
- Marsh made up 1.53% of Bell Asset Management's portfolio in Q1 2026, its #12 holding.
- Bell Asset Management first reported a position in Marsh in Q2 2018 and has held it in 32 quarters since.
- Bell Asset Management's Marsh position peaked at $10.4M in Q1 2024.
- 1,536 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.