Carnegie Investment Counsel’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.51M | Sell |
9,086
-37,831
| -81% | -$6.32M | 0.03% | 274 |
|
|
2026
Q1 | $8.14M | Sell |
46,917
-17,092
| -27% | -$3.07M | 0.16% | 146 |
|
|
2025
Q4 | $11.9M | Sell |
64,009
-33,011
| -34% | -$6.17M | 0.22% | 121 |
|
|
2025
Q3 | $19.6M | Sell |
97,020
-6,375
| -6% | -$1.31M | 0.37% | 76 |
|
|
2025
Q2 | $22.6M | Buy |
103,395
+8,850
| +9% | +$2M | 0.45% | 63 |
|
|
2025
Q1 | $21.2M | Buy |
94,545
+161
| +0.2% | +$36.5K | 0.5% | 59 |
|
|
2024
Q4 | $20M | Buy |
94,384
+4,465
| +5% | +$991K | 0.58% | 47 |
|
|
2024
Q3 | $20.1M | Buy |
89,919
+210
| +0.2% | +$46.6K | 0.59% | 46 |
|
|
2024
Q2 | $18.9M | Buy |
89,709
+3,351
| +4% | +$688K | 0.59% | 48 |
|
|
2024
Q1 | $17.8M | Buy |
86,358
+4,518
| +6% | +$900K | 0.55% | 51 |
|
|
2023
Q4 | $15.5M | Buy |
81,840
+1,024
| +1% | +$198K | 0.53% | 55 |
|
|
2023
Q3 | $15.4M | Buy |
80,816
+11,615
| +17% | +$2.23M | 0.59% | 49 |
|
|
2023
Q2 | $13M | Buy |
69,201
+40,045
| +137% | +$7.11M | 0.48% | 61 |
|
|
2023
Q1 | $4.86M | Buy |
29,156
+2,990
| +11% | +$498K | 0.19% | 129 |
|
|
2022
Q4 | $4.33M | Buy |
26,166
+547
| +2% | +$89.4K | 0.19% | 132 |
|
|
2022
Q3 | $3.83M | Sell |
25,619
-134
| -0.5% | -$21.5K | 0.18% | 132 |
|
|
2022
Q2 | $4M | Sell |
25,753
-226
| -0.9% | -$36.2K | 0.18% | 131 |
|
|
2022
Q1 | $4.43M | Buy |
25,979
+757
| +3% | +$119K | 0.16% | 145 |
|
|
2021
Q4 | $4.38M | Sell |
25,222
-389
| -2% | -$64.6K | 0.14% | 147 |
|
|
2021
Q3 | $3.89M | Sell |
25,611
-144
| -0.6% | -$21.8K | 0.15% | 143 |
|
|
2021
Q2 | $3.62M | Buy |
25,755
+7,663
| +42% | +$1.03M | 0.14% | 151 |
|
|
2021
Q1 | $2.19M | Buy |
18,092
+938
| +5% | +$108K | 0.09% | 176 |
|
|
2020
Q4 | $2.01M | Buy |
17,154
+1,619
| +10% | +$184K | 0.09% | 177 |
|
|
2020
Q3 | $1.77M | Buy |
15,535
+8,135
| +110% | +$932K | 0.09% | 172 |
|
|
2020
Q2 | $795K | Buy |
7,400
+178
| +2% | +$18K | 0.05% | 229 |
|
|
2020
Q1 | $624K | Buy |
7,222
+1,430
| +25% | +$152K | 0.04% | 243 |
|
|
2019
Q4 | $645K | Buy |
+5,792
| New | +$605K | 0.04% | 269 |
|
|
2019
Q3 | – | Sell |
-5,792
| Closed | -$578K | – | 427 |
|
|
2019
Q2 | $578K | Hold |
5,792
| – | – | 0.04% | 285 |
|
|
2019
Q1 | $544K | Hold |
5,792
| – | – | 0.04% | 284 |
|
|
2018
Q4 | $462K | Buy |
+5,792
| New | +$483K | 0.04% | 265 |
|
|
2018
Q3 | – | Sell |
-5,533
| Closed | -$458K | – | 371 |
|
|
2018
Q2 | $458K | Hold |
5,533
| – | – | 0.03% | 275 |
|
|
2018
Q1 | $451K | Sell |
5,533
-242
| -4% | -$20K | 0.04% | 258 |
|
|
2017
Q4 | $474K | Buy |
5,775
+83
| +1% | +$6.9K | 0.04% | 273 |
|
|
2017
Q3 | $480K | Hold |
5,692
| – | – | 0.06% | 250 |
|
|
2017
Q2 | $448K | Buy |
+5,692
| New | +$430K | 0.05% | 247 |
|
Other funds holding MRSH
RG
NLI
Carnegie Investment Counsel's MRSH Position: Q2 2026 in Review
Carnegie Investment Counsel reduced its Marsh (MRSH) stake by 81% in Q2 2026, selling an estimated $6.32M and leaving 9,086 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #274.
Carnegie Investment Counsel first reported a position in MRSH in Q2 2017 and has held it in 35 quarters since. The position peaked at $22.6M in Q2 2025. 692 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Carnegie Investment Counsel held 9,086 shares of Marsh worth $1.51M as of Q2 2026.
- Carnegie Investment Counsel sold 37,831 Marsh shares in Q2 2026, an estimated $6.32M.
- Marsh made up 0.03% of Carnegie Investment Counsel's portfolio in Q2 2026, its #274 holding.
- Carnegie Investment Counsel first reported a position in Marsh in Q2 2017 and has held it in 35 quarters since.
- Carnegie Investment Counsel's Marsh position peaked at $22.6M in Q2 2025.
- 692 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.