Compagnie Lombard Odier SCmA’s Marsh MRSH Stock Holding History

Compagnie Lombard Odier SCmA’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	$29.6M	Sell	170,487 -22,394	-12%	-$4.03M	0.36%	48
2025 Q4	$35.8M	Buy	192,881 +19,769	+11%	+$3.7M	0.39%	47
2025 Q3	$34.9M	Sell	173,112 -35,455	-17%	-$7.29M	0.38%	49
2025 Q2	$45.6M	Buy	208,567 +104,484	+100%	+$23.6M	0.6%	41
2025 Q1	$25.4M	Buy	104,083 +13,175	+14%	+$2.99M	0.31%	60
2024 Q4	$19.3M	Buy	90,908 +20,120	+28%	+$4.46M	0.28%	60
2024 Q3	$15.8M	Buy	70,788 +2,204	+3%	+$489K	0.25%	64
2024 Q2	$14.5M	Buy	68,584 +2,922	+4%	+$600K	0.24%	65
2024 Q1	$13.5M	Buy	65,662 +14,826	+29%	+$2.95M	0.24%	73
2023 Q4	$9.63M	Buy	50,836 +17,503	+53%	+$3.38M	0.18%	79
2023 Q3	$6.34M	Buy	33,333 +12,913	+63%	+$2.47M	0.15%	84
2023 Q2	$3.84M	Sell	20,420 -684	-3%	-$121K	0.11%	86
2023 Q1	$3.51M	Sell	21,104 -10,713	-34%	-$1.78M	0.09%	99
2022 Q4	$5.26M	Buy	31,817 +3,622	+13%	+$592K	0.14%	89
2022 Q3	$4.21M	Sell	28,195 -1,792	-6%	-$288K	0.12%	81
2022 Q2	$4.66M	Sell	29,987 -1,392	-4%	-$223K	0.12%	81
2022 Q1	$5.34M	Sell	31,379 -19,703	-39%	-$3.11M	0.11%	80
2021 Q4	$8.88M	Sell	51,082 -4,100	-7%	-$681K	0.18%	68
2021 Q3	$8.36M	Buy	55,182 +1,512	+3%	+$229K	0.18%	72
2021 Q2	$7.55M	Sell	53,670 -70	-0.1%	-$9.39K	0.17%	73
2021 Q1	$6.54M	Buy	53,740 +13,985	+35%	+$1.61M	0.14%	101
2020 Q4	$4.65M	Sell	39,755 -20,450	-34%	-$2.32M	0.12%	81
2020 Q3	$6.91M	Sell	60,205 -500	-0.8%	-$57.3K	0.21%	65
2020 Q2	$6.52M	Sell	60,705 -25,796	-30%	-$2.61M	0.22%	63
2020 Q1	$7.48M	Buy	86,501 +20,180	+30%	+$2.15M	0.31%	59
2019 Q4	$7.39M	Buy	66,321 +12,680	+24%	+$1.32M	0.28%	61
2019 Q3	$5.37M	Sell	53,641 -1,850	-3%	-$185K	0.22%	67
2019 Q2	$5.54M	Sell	55,491 -350	-0.6%	-$33.5K	0.22%	69
2019 Q1	$5.24M	Buy	55,841 +12,240	+28%	+$1.08M	0.22%	75
2018 Q4	$3.48M	Buy	43,601 +2,120	+5%	+$177K	0.14%	96
2018 Q3	$3.43M	Buy	41,481 +21,300	+106%	+$1.8M	0.12%	106
2018 Q2	$1.65M	Buy	20,181 +3,000	+17%	+$245K	0.06%	143
2018 Q1	$1.42M	Sell	17,181 -10,567	-38%	-$875K	0.05%	156
2017 Q4	$2.26M	Buy	27,748 +13,902	+100%	+$1.16M	0.04%	175
2017 Q3	$1.16M	Hold	13,846	–	–	0.04%	205
2017 Q2	$1.08M	Hold	13,846	–	–	0.04%	212
2017 Q1	$1.02M	Hold	13,846	–	–	0.03%	219
2016 Q4	$936K	Hold	13,846	–	–	0.03%	260
2016 Q3	$931K	Hold	13,846	–	–	0.03%	280
2016 Q2	$948K	Hold	13,846	–	–	0.03%	273
2016 Q1	$842K	Hold	13,846	–	–	0.03%	275
2015 Q4	$768K	Hold	13,846	–	–	0.02%	266
2015 Q3	$723K	Hold	13,846	–	–	0.03%	237
2015 Q2	$786K	Sell	13,846 -4,767	-26%	-$275K	0.03%	246
2015 Q1	$1.04M	Hold	18,613	–	–	0.04%	230
2014 Q4	$1.06M	Sell	18,613 -8,749	-32%	-$480K	0.05%	176
2014 Q3	$1.43M	Sell	27,362 -500	-2%	-$26.1K	0.06%	148
2014 Q2	$1.44M	Hold	27,862	–	–	0.06%	152
2014 Q1	$1.37M	Sell	27,862 -2,189	-7%	-$105K	0.06%	165
2013 Q4	$1.45M	Buy	+30,051	New	+$1.39M	0.06%	158

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

Compagnie Lombard Odier SCmA's MRSH Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its Marsh (MRSH) stake by 12% in Q1 2026, selling an estimated $4.03M and leaving 170,487 shares worth $29.6M. The position accounts for 0.36% of the portfolio, ranked #48.

Compagnie Lombard Odier SCmA first reported a position in MRSH in Q4 2013 and has held it in 50 quarters since. The position peaked at $45.6M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

Compagnie Lombard Odier SCmA held 170,487 shares of Marsh worth $29.6M as of Q1 2026.
Compagnie Lombard Odier SCmA sold 22,394 Marsh shares in Q1 2026, an estimated $4.03M.
Marsh made up 0.36% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #48 holding.
Compagnie Lombard Odier SCmA first reported a position in Marsh in Q4 2013 and has held it in 50 quarters since.
Compagnie Lombard Odier SCmA's Marsh position peaked at $45.6M in Q2 2025.
1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.