BWAM
MRSH

Boyd Watterson Asset Management’s Marsh MRSH Stock Holding History

Boyd Watterson Asset 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
Q1 		$1.34M Buy
7,736
+945
+14% +$170K 0.41% 54
2025
Q4 		$1.26M Buy
6,791
+80
+1% +$15K 0.36% 56
2025
Q3 		$1.35M Buy
6,711
+66
+1% +$13.6K 0.4% 56
2025
Q2 		$1.45M Sell
6,645
-419
-6% -$94.6K 0.46% 52
2025
Q1 		$1.72M Buy
7,064
+490
+7% +$111K 0.55% 53
2024
Q4 		$1.4M Sell
6,574
-156
-2% -$34.6K 0.39% 57
2024
Q3 		$1.5M Buy
6,730
+32
+0.5% +$7.1K 0.41% 57
2024
Q2 		$1.41M Buy
6,698
+22
+0.3% +$4.52K 0.4% 54
2024
Q1 		$1.38M Buy
6,676
+659
+11% +$131K 0.49% 52
2023
Q4 		$1.14M Buy
6,017
+33
+0.6% +$6.38K 0.45% 54
2023
Q3 		$1.14M Sell
5,984
-524
-8% -$100K 0.5% 51
2023
Q2 		$1.22M Sell
6,508
-2
-0% -$355 0.49% 54
2023
Q1 		$1.08M Sell
6,510
-78
-1% -$13K 0.44% 58
2022
Q4 		$1.09M Buy
6,588
+443
+7% +$72.4K 0.45% 59
2022
Q3 		$917K Sell
6,145
-70
-1% -$11.2K 0.42% 61
2022
Q2 		$965K Sell
6,215
-26
-0.4% -$4.17K 0.41% 60
2022
Q1 		$1.06M Buy
6,241
+150
+2% +$23.6K 0.39% 70
2021
Q4 		$1.06M Sell
6,091
-12
-0.2% -$1.99K 0.35% 76
2021
Q3 		$924K Buy
6,103
+346
+6% +$52.3K 0.34% 82
2021
Q2 		$810K Buy
5,757
+3,088
+116% +$414K 0.33% 87
2021
Q1 		$325K Buy
2,669
+573
+27% +$66K 0.14% 119
2020
Q4 		$245K Hold
2,096
– – 0.12% 125
2020
Q3 		$240K Hold
2,096
– – 0.13% 113
2020
Q2 		$225K Buy
+2,096
New +$212K 0.15% 104
2020
Q1 		– Sell
-2,096
Closed -$234K – 113
2019
Q4 		$234K Hold
2,096
– – 0.15% 109
2019
Q3 		$210K Hold
2,096
– – 0.15% 111
2019
Q2 		$209K Buy
+2,096
New +$201K 0.14% 115
2018
Q4 		– Sell
-4,383
Closed -$363K – 126
2018
Q3 		$363K Hold
4,383
– – 0.21% 102
2018
Q2 		$359K Hold
4,383
– – 0.21% 98
2018
Q1 		$362K Sell
4,383
-275
-6% -$22.8K 0.18% 116
2017
Q4 		$379K Buy
4,658
+10
+0.2% +$831 0.18% 114
2017
Q3 		$390K Buy
4,648
+22
+0.5% +$1.74K 0.19% 111
2017
Q2 		$361K Buy
4,626
+200
+5% +$15.1K 0.18% 116
2017
Q1 		$327K Sell
4,426
-590
-12% -$42.2K 0.16% 120
2016
Q4 		$339K Buy
5,016
+303
+6% +$20.3K 0.18% 113
2016
Q3 		$317K Sell
4,713
-1,400
-23% -$93.8K 0.16% 131
2016
Q2 		$418K Sell
6,113
-212
-3% -$13.6K 0.2% 124
2016
Q1 		$384K Sell
6,325
-11,271
-64% -$631K 0.19% 125
2015
Q4 		$976K Sell
17,596
-341
-2% -$18.8K 0.46% 67
2015
Q3 		$937K Sell
17,937
-1,102
-6% -$61.5K 0.4% 71
2015
Q2 		$1.08M Buy
19,039
+1,505
+9% +$86.9K 0.42% 68
2015
Q1 		$983K Hold
17,534
– – 0.39% 71
2014
Q4 		$1M Buy
17,534
+699
+4% +$38.3K 0.43% 71
2014
Q3 		$881K Buy
16,835
+931
+6% +$48.5K 0.39% 75
2014
Q2 		$824K Buy
15,904
+11,127
+233% +$553K 0.36% 74
2014
Q1 		$236K Hold
4,777
– – 0.11% 159
2013
Q4 		$231K Buy
+4,777
New +$221K 0.11% 159

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boyd Watterson Asset Management's MRSH Position: Q1 2026 in Review

Boyd Watterson Asset Management increased its Marsh (MRSH) stake by 14% in Q1 2026, buying an estimated $170K and bringing the position to 7,736 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #54.

Boyd Watterson Asset Management first reported a position in MRSH in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.72M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Boyd Watterson Asset Management held 7,736 shares of Marsh worth $1.34M as of Q1 2026.
  • Boyd Watterson Asset Management bought 945 Marsh shares in Q1 2026, an estimated $170K.
  • Marsh made up 0.41% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #54 holding.
  • Boyd Watterson Asset Management first reported a position in Marsh in Q4 2013 and has held it in 47 quarters since.
  • Boyd Watterson Asset Management's Marsh position peaked at $1.72M in Q1 2025.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.