BCM
MRSH

Boltwood Capital Management’s Marsh MRSH Stock Holding History

Boltwood Capital Management’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 		$461K Sell
2,763
-205
-7% -$34.3K 0.11% 143
2026
Q1 		$515K Sell
2,968
-1,505
-34% -$271K 0.13% 128
2025
Q4 		$830K Sell
4,473
-54
-1% -$10.1K 0.22% 95
2025
Q3 		$912K Sell
4,527
-40
-0.9% -$8.23K 0.24% 90
2025
Q2 		$999K Sell
4,567
-55
-1% -$12.4K 0.28% 80
2025
Q1 		$1.13M Sell
4,622
-374
-7% -$84.9K 0.34% 71
2024
Q4 		$1.06M Sell
4,996
-109
-2% -$24.2K 0.32% 74
2024
Q3 		$1.14M Sell
5,105
-232
-4% -$51.5K 0.34% 70
2024
Q2 		$1.12M Sell
5,337
-157
-3% -$32.3K 0.35% 70
2024
Q1 		$1.13M Sell
5,494
-50
-0.9% -$9.96K 0.35% 69
2023
Q4 		$1.05M Sell
5,544
-38
-0.7% -$7.34K 0.35% 71
2023
Q3 		$1.06M Sell
5,582
-107
-2% -$20.5K 0.39% 66
2023
Q2 		$1.07M Hold
5,689
– – 0.39% 68
2023
Q1 		$948K Sell
5,689
-21
-0.4% -$3.5K 0.35% 74
2022
Q4 		$945K Sell
5,710
-77
-1% -$12.6K 0.38% 68
2022
Q3 		$864K Buy
5,787
+12
+0.2% +$1.93K 0.4% 69
2022
Q2 		$897K Sell
5,775
-150
-3% -$24K 0.39% 77
2022
Q1 		$1.01M Sell
5,925
-272
-4% -$42.9K 0.39% 78
2021
Q4 		$1.08M Buy
6,197
+40
+0.6% +$6.64K 0.4% 82
2021
Q3 		$932K Sell
6,157
-17
-0.3% -$2.57K 0.38% 82
2021
Q2 		$869K Sell
6,174
-113
-2% -$15.2K 0.36% 86
2021
Q1 		$766K Buy
6,287
+37
+0.6% +$4.26K 0.34% 84
2020
Q4 		$731K Buy
6,250
+60
+1% +$6.82K 0.36% 83
2020
Q3 		$710K Buy
6,190
+75
+1% +$8.59K 0.4% 82
2020
Q2 		$657K Buy
6,115
+1,240
+25% +$126K 0.4% 79
2020
Q1 		$421K Buy
+4,875
New +$520K 0.3% 90

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

Boltwood Capital Management's MRSH Position: Q2 2026 in Review

Boltwood Capital Management reduced its Marsh (MRSH) stake by 6.9% in Q2 2026, selling an estimated $34.3K and leaving 2,763 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #143.

Boltwood Capital Management first reported a position in MRSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.14M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Boltwood Capital Management held 2,763 shares of Marsh worth $461K as of Q2 2026.
  • Boltwood Capital Management sold 205 Marsh shares in Q2 2026, an estimated $34.3K.
  • Marsh made up 0.11% of Boltwood Capital Management's portfolio in Q2 2026, its #143 holding.
  • Boltwood Capital Management first reported a position in Marsh in Q1 2020 and has held it in 26 quarters since.
  • Boltwood Capital Management's Marsh position peaked at $1.14M in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.