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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
Q3 		$433K Sell
2,538
-225
-8% -$41.2K 0.1% 150
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

AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Boltwood Capital Management's MRSH Position: Q3 2026 in Review

Boltwood Capital Management reduced its Marsh (MRSH) stake by 8.1% in Q3 2026, selling an estimated $41.2K and leaving 2,538 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #150.

Boltwood Capital Management first reported a position in MRSH in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.14M in Q3 2024. 104 funds tracked by Wall St. Rank hold MRSH as of Q3 2026.

  • Boltwood Capital Management held 2,538 shares of Marsh worth $433K as of Q3 2026.
  • Boltwood Capital Management sold 225 Marsh shares in Q3 2026, an estimated $41.2K.
  • Marsh made up 0.1% of Boltwood Capital Management's portfolio in Q3 2026, its #150 holding.
  • Boltwood Capital Management first reported a position in Marsh in Q1 2020 and has held it in 27 quarters since.
  • Boltwood Capital Management's Marsh position peaked at $1.14M in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Marsh as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.