Clean Yield Group’s Marsh MRSH Stock Holding History

Clean Yield Group’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	$32.3K	Sell	186 -7	-4%	-$1.26K	0.01%	253
2025 Q4	$35.8K	Hold	193	–	–	0.01%	258
2025 Q3	$38.9K	Hold	193	–	–	0.01%	244
2025 Q2	$42.2K	Buy	193 +103	+114%	+$23.3K	0.01%	233
2025 Q1	$22K	Sell	90 -15	-14%	-$3.4K	0.01%	277
2024 Q4	$22.3K	Hold	105	–	–	0.01%	289
2024 Q3	$23.4K	Buy	105 +20	+24%	+$4.44K	0.01%	282
2024 Q2	$17.9K	Hold	85	–	–	0.01%	287
2024 Q1	$17.5K	Hold	85	–	–	0.01%	292
2023 Q4	$16.1K	Hold	85	–	–	0.01%	293
2023 Q3	$16.4K	Hold	85	–	–	0.01%	297
2023 Q2	$16K	Sell	85 -25	-23%	-$4.44K	0.01%	306
2023 Q1	$18.3K	Hold	110	–	–	0.01%	290
2022 Q4	$18.2K	Hold	110	–	–	0.01%	296
2022 Q3	$16K	Hold	110	–	–	0.01%	301
2022 Q2	$17K	Hold	110	–	–	0.01%	304
2022 Q1	$19K	Buy	110 +50	+83%	+$7.88K	0.01%	314
2021 Q4	$10K	Hold	60	–	–	﹤0.01%	369
2021 Q3	$9K	Hold	60	–	–	﹤0.01%	387
2021 Q2	$8K	Buy	+60	New	+$8.04K	﹤0.01%	390
2020 Q2	–	Sell	-195	Closed	-$17K	–	370
2020 Q1	$17K	Hold	195	–	–	0.01%	282
2019 Q4	$22K	Hold	195	–	–	0.01%	276
2019 Q3	$20K	Hold	195	–	–	0.01%	265
2019 Q2	$19K	Buy	+195	New	+$18.7K	0.01%	268

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clean Yield Group's MRSH Position: Q1 2026 in Review

Clean Yield Group reduced its Marsh (MRSH) stake by 3.6% in Q1 2026, selling an estimated $1.26K and leaving 186 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Clean Yield Group first reported a position in MRSH in Q2 2019 and has held it in 24 quarters since. The position peaked at $42.2K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Clean Yield Group held 186 shares of Marsh worth $32.3K as of Q1 2026.
Clean Yield Group sold 7 Marsh shares in Q1 2026, an estimated $1.26K.
Marsh made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #253 holding.
Clean Yield Group first reported a position in Marsh in Q2 2019 and has held it in 24 quarters since.
Clean Yield Group's Marsh position peaked at $42.2K in Q2 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.