Ironwood Investment Counsel’s Marsh MRSH Stock Holding History

Ironwood Investment Counsel’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	$921K	Hold	5,528	–	–	0.12%	136
2026 Q1	$959K	Buy	5,528 +5	+0.1%	+$899	0.14%	127
2025 Q4	$1.02M	Buy	5,523 +27	+0.5%	+$5.05K	0.14%	128
2025 Q3	$1.11M	Sell	5,496 -404	-7%	-$83.1K	0.16%	119
2025 Q2	$1.29M	Buy	5,900 +151	+3%	+$34.1K	0.2%	106
2025 Q1	$1.4M	Buy	5,749 +53	+0.9%	+$12K	0.24%	96
2024 Q4	$1.21M	Sell	5,696 -29	-0.5%	-$6.43K	0.21%	106
2024 Q3	$1.28M	Buy	5,725 +41	+0.7%	+$9.1K	0.21%	104
2024 Q2	$1.2M	Sell	5,684 -16	-0.3%	-$3.29K	0.21%	104
2024 Q1	$1.17M	Hold	5,700	–	–	0.2%	108
2023 Q4	$1.08M	Hold	5,700	–	–	0.2%	109
2023 Q3	$1.08M	Buy	5,700 +900	+19%	+$172K	0.23%	98
2023 Q2	$903K	Hold	4,800	–	–	0.2%	98
2023 Q1	$799K	Sell	4,800 -20	-0.4%	-$3.33K	0.19%	106
2022 Q4	$798K	Sell	4,820 -470	-9%	-$76.9K	0.19%	107
2022 Q3	$789K	Buy	5,290 +377	+8%	+$60.5K	0.23%	97
2022 Q2	$762K	Buy	4,913 +113	+2%	+$18.1K	0.21%	97
2022 Q1	$818K	Hold	4,800	–	–	0.2%	97
2021 Q4	$834K	Hold	4,800	–	–	0.19%	99
2021 Q3	$726K	Hold	4,800	–	–	0.19%	96
2021 Q2	$675K	Hold	4,800	–	–	0.18%	102
2021 Q1	$584K	Hold	4,800	–	–	0.17%	109
2020 Q4	$561K	Hold	4,800	–	–	0.13%	126
2020 Q3	$550K	Hold	4,800	–	–	0.15%	110
2020 Q2	$515K	Hold	4,800	–	–	0.16%	111
2020 Q1	$415K	Sell	4,800 -8	-0.2%	-$853	0.16%	106
2019 Q4	$535K	Buy	4,808 +8	+0.2%	+$836	0.18%	94
2019 Q3	$480K	Hold	4,800	–	–	0.18%	91
2019 Q2	$478K	Hold	4,800	–	–	0.18%	92
2019 Q1	$450K	Hold	4,800	–	–	0.18%	94
2018 Q4	$382K	Hold	4,800	–	–	0.17%	104
2018 Q3	$397K	Hold	4,800	–	–	0.15%	106
2018 Q2	$393K	Sell	4,800 -259	-5%	-$21.1K	0.17%	100
2018 Q1	$417K	Hold	5,059	–	–	0.19%	92
2017 Q4	$411K	Hold	5,059	–	–	0.15%	101
2017 Q3	$424K	Hold	5,059	–	–	0.17%	94
2017 Q2	$394K	Hold	5,059	–	–	0.15%	111
2017 Q1	$373K	Hold	5,059	–	–	0.16%	113
2016 Q4	$342K	Hold	5,059	–	–	0.15%	115
2016 Q3	$340K	Buy	5,059 +259	+5%	+$17.3K	0.16%	114
2016 Q2	$329K	Hold	4,800	–	–	0.19%	96
2016 Q1	$291K	Hold	4,800	–	–	0.15%	116
2015 Q4	$266K	Hold	4,800	–	–	0.15%	111
2015 Q3	$250K	Hold	4,800	–	–	0.14%	114
2015 Q2	$272K	Hold	4,800	–	–	0.14%	121
2015 Q1	$269K	Hold	4,800	–	–	0.14%	123
2014 Q4	$275K	Hold	4,800	–	–	0.14%	124
2014 Q3	$251K	Hold	4,800	–	–	0.13%	121
2014 Q2	$249K	Hold	4,800	–	–	0.13%	123
2014 Q1	$237K	Hold	4,800	–	–	0.13%	123
2013 Q4	$232K	Buy	+4,800	New	+$223K	0.13%	120

Other funds holding MRSH

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ironwood Investment Counsel's MRSH Position: Q2 2026 in Review

Ironwood Investment Counsel held its Marsh (MRSH) position steady in Q2 2026 at 5,528 shares worth $921K. The position accounts for 0.12% of the portfolio, ranked #136.

Ironwood Investment Counsel first reported a position in MRSH in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.4M in Q1 2025. 820 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Ironwood Investment Counsel held 5,528 shares of Marsh worth $921K as of Q2 2026.
Ironwood Investment Counsel left its Marsh share count unchanged in Q2 2026.
Marsh made up 0.12% of Ironwood Investment Counsel's portfolio in Q2 2026, its #136 holding.
Ironwood Investment Counsel first reported a position in Marsh in Q4 2013 and has held it in 51 quarters since.
Ironwood Investment Counsel's Marsh position peaked at $1.4M in Q1 2025.
820 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.