LMCG Investments’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $991K | Buy |
+5,712
| New | +$1.03M | 0.06% | 159 |
|
|
2025
Q4 | – | Sell |
-5,928
| Closed | -$1.19M | – | 225 |
|
|
2025
Q3 | $1.19M | Sell |
5,928
-172
| -3% | -$35.4K | 0.07% | 151 |
|
|
2025
Q2 | $1.33M | Sell |
6,100
-656
| -10% | -$148K | 0.08% | 151 |
|
|
2025
Q1 | $1.65M | Buy |
6,756
+304
| +5% | +$69K | 0.11% | 147 |
|
|
2024
Q4 | $1.37M | Sell |
6,452
-220
| -3% | -$48.8K | 0.08% | 156 |
|
|
2024
Q3 | $1.49M | Sell |
6,672
-19
| -0.3% | -$4.22K | 0.09% | 143 |
|
|
2024
Q2 | $1.41M | Sell |
6,691
-260
| -4% | -$53.4K | 0.08% | 156 |
|
|
2024
Q1 | $1.43M | Sell |
6,951
-357
| -5% | -$71.2K | 0.08% | 160 |
|
|
2023
Q4 | $1.38M | Sell |
7,308
-375
| -5% | -$72.5K | 0.09% | 193 |
|
|
2023
Q3 | $1.46M | Sell |
7,683
-240
| -3% | -$46K | 0.1% | 179 |
|
|
2023
Q2 | $1.49M | Sell |
7,923
-55
| -0.7% | -$9.76K | 0.1% | 183 |
|
|
2023
Q1 | $1.33M | Sell |
7,978
-523
| -6% | -$87.1K | 0.09% | 195 |
|
|
2022
Q4 | $1.41M | Sell |
8,501
-475
| -5% | -$77.7K | 0.1% | 179 |
|
|
2022
Q3 | $1.34M | Sell |
8,976
-1,145
| -11% | -$184K | 0.1% | 201 |
|
|
2022
Q2 | $1.57M | Sell |
10,121
-269
| -3% | -$43.1K | 0.11% | 189 |
|
|
2022
Q1 | $1.77M | Buy |
+10,390
| New | +$1.64M | 0.1% | 191 |
|
|
2015
Q3 | $9.95M | Sell |
190,529
-1,927
| -1% | -$108K | 0.21% | 182 |
|
|
2015
Q2 | $10.9M | Sell |
192,456
-2,349
| -1% | -$136K | 0.24% | 158 |
|
|
2015
Q1 | $10.9M | Sell |
194,805
-3,364
| -2% | -$190K | 0.23% | 180 |
|
|
2014
Q4 | $11.3M | Sell |
198,169
-1,625
| -0.8% | -$89.1K | 0.25% | 166 |
|
|
2014
Q3 | $10.5M | Sell |
199,794
-3,855
| -2% | -$201K | 0.23% | 181 |
|
|
2014
Q2 | $10.6M | Sell |
203,649
-28,432
| -12% | -$1.41M | 0.23% | 185 |
|
|
2014
Q1 | $11.4M | Sell |
232,081
-2,192
| -0.9% | -$105K | 0.25% | 160 |
|
|
2013
Q4 | $11.3M | Sell |
234,273
-6,970
| -3% | -$323K | 0.24% | 168 |
|
|
2013
Q3 | $10.5M | Sell |
241,243
-10,538
| -4% | -$443K | 0.25% | 147 |
|
|
2013
Q2 | $10.1M | Buy |
+251,781
| New | +$9.85M | 0.26% | 138 |
|
Other funds holding MRSH
VCM
VPM
