CTA
MRSH

Chesley Taft & Associates’s Marsh MRSH Stock Holding History

Chesley Taft & Associates’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 		$1.27M Sell
7,603
-2,427
-24% -$406K 0.05% 197
2026
Q1 		$1.74M Sell
10,030
-22
-0.2% -$3.96K 0.07% 169
2025
Q4 		$1.86M Buy
10,052
+4,011
+66% +$750K 0.07% 166
2025
Q3 		$1.22M Sell
6,041
-79
-1% -$16.2K 0.05% 188
2025
Q2 		$1.34M Buy
6,120
+21
+0.3% +$4.74K 0.06% 182
2025
Q1 		$1.49M Sell
6,099
-367
-6% -$83.3K 0.07% 168
2024
Q4 		$1.37M Sell
6,466
-925
-13% -$205K 0.06% 173
2024
Q3 		$1.65M Hold
7,391
– – 0.08% 154
2024
Q2 		$1.56M Sell
7,391
-224
-3% -$46K 0.08% 151
2024
Q1 		$1.57M Sell
7,615
-45
-0.6% -$8.97K 0.08% 153
2023
Q4 		$1.45M Sell
7,660
-480
-6% -$92.8K 0.08% 156
2023
Q3 		$1.55M Sell
8,140
-555
-6% -$106K 0.1% 137
2023
Q2 		$1.64M Sell
8,695
-25
-0.3% -$4.44K 0.1% 144
2023
Q1 		$1.45M Sell
8,720
-575
-6% -$95.8K 0.1% 152
2022
Q4 		$1.54M Sell
9,295
-50
-0.5% -$8.18K 0.11% 146
2022
Q3 		$1.4M Hold
9,345
– – 0.1% 143
2022
Q2 		$1.45M Sell
9,345
-400
-4% -$64.1K 0.1% 147
2022
Q1 		$1.64M Sell
9,745
-100
-1% -$15.8K 0.1% 149
2021
Q4 		$1.71M Sell
9,845
-250
-2% -$41.5K 0.09% 153
2021
Q3 		$1.53M Sell
10,095
-95
-0.9% -$14.4K 0.09% 159
2021
Q2 		$1.43M Sell
10,190
-266
-3% -$35.7K 0.08% 160
2021
Q1 		$1.31M Buy
10,456
+11
+0.1% +$1.27K 0.08% 162
2020
Q4 		$1.22M Hold
10,445
– – 0.08% 154
2020
Q3 		$1.2M Sell
10,445
-200
-2% -$22.9K 0.09% 151
2020
Q2 		$1.14M Sell
10,645
-90
-0.8% -$9.11K 0.09% 152
2020
Q1 		$928K Sell
10,735
-550
-5% -$58.6K 0.08% 148
2019
Q4 		$1.26M Sell
11,285
-30
-0.3% -$3.13K 0.09% 149
2019
Q3 		$1.13M Sell
11,315
-45
-0.4% -$4.5K 0.09% 150
2019
Q2 		$1.13M Sell
11,360
-400
-3% -$38.3K 0.09% 147
2019
Q1 		$1.1M Sell
11,760
-900
-7% -$79.6K 0.09% 150
2018
Q4 		$1.01M Hold
12,660
– – 0.1% 152
2018
Q3 		$1.05M Sell
12,660
-100
-0.8% -$8.47K 0.08% 166
2018
Q2 		$1.05M Sell
12,760
-200
-2% -$16.3K 0.09% 168
2018
Q1 		$1.07M Sell
12,960
-200
-2% -$16.6K 0.1% 162
2017
Q4 		$1.07M Sell
13,160
-1,740
-12% -$145K 0.09% 168
2017
Q3 		$1.25M Sell
14,900
-1,344
-8% -$107K 0.11% 156
2017
Q2 		$1.27M Sell
16,244
-480
-3% -$36.2K 0.11% 152
2017
Q1 		$1.24M Sell
16,724
-100
-0.6% -$7.15K 0.12% 147
2016
Q4 		$1.14M Sell
16,824
-1,260
-7% -$84.5K 0.11% 151
2016
Q3 		$1.22M Hold
18,084
– – 0.12% 131
2016
Q2 		$1.24M Sell
18,084
-1,200
-6% -$77K 0.13% 136
2016
Q1 		$1.17M Hold
19,284
– – 0.12% 134
2015
Q4 		$1.07M Sell
19,284
-5,000
-21% -$276K 0.11% 138
2015
Q3 		$1.27M Sell
24,284
-1,800
-7% -$101K 0.14% 118
2015
Q2 		$1.48M Sell
26,084
-100
-0.4% -$5.78K 0.15% 114
2015
Q1 		$1.47M Sell
26,184
-839
-3% -$47.3K 0.15% 116
2014
Q4 		$1.55M Sell
27,023
-571
-2% -$31.3K 0.16% 117
2014
Q3 		$1.44M Hold
27,594
– – 0.15% 119
2014
Q2 		$1.43M Buy
27,594
+39
+0.1% +$1.94K 0.15% 122
2014
Q1 		$1.36M Hold
27,555
– – 0.15% 122
2013
Q4 		$1.33M Sell
27,555
-623
-2% -$28.9K 0.13% 137
2013
Q3 		$1.23M Hold
28,178
– – 0.13% 145
2013
Q2 		$1.13M Buy
+28,178
New +$1.1M 0.13% 143

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Chesley Taft & Associates's MRSH Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Marsh (MRSH) stake by 24% in Q2 2026, selling an estimated $406K and leaving 7,603 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #197.

Chesley Taft & Associates first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.86M in Q4 2025. 239 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Chesley Taft & Associates held 7,603 shares of Marsh worth $1.27M as of Q2 2026.
  • Chesley Taft & Associates sold 2,427 Marsh shares in Q2 2026, an estimated $406K.
  • Marsh made up 0.05% of Chesley Taft & Associates's portfolio in Q2 2026, its #197 holding.
  • Chesley Taft & Associates first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Marsh position peaked at $1.86M in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.