Loring Wolcott & Coolidge Fiduciary Advisors’s Marsh MRSH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$295K	Sell	1,769 -165	-9%	-$27.6K	﹤0.01%	283
2026 Q1	$325K	Hold	1,934	–	–	﹤0.01%	274
2025 Q4	$347K	Sell	1,934 -1,352	-41%	-$253K	﹤0.01%	269
2025 Q3	$618K	Hold	3,286	–	–	0.01%	220
2025 Q2	$718K	Sell	3,286 -100	-3%	-$22.6K	0.01%	180
2025 Q1	$742K	Hold	3,386	–	–	0.01%	176
2024 Q4	$758K	Sell	3,386 -380	-10%	-$84.3K	0.01%	185
2024 Q3	$838K	Hold	3,766	–	–	0.01%	181
2024 Q2	$824K	Sell	3,766 -47	-1%	-$9.65K	0.01%	167
2024 Q1	$768K	Sell	3,813 -628	-14%	-$125K	0.01%	163
2023 Q4	$861K	Sell	4,441 -1,500	-25%	-$290K	0.01%	163
2023 Q3	$1.15M	Sell	5,941 -1,786	-23%	-$342K	0.01%	138
2023 Q2	$1.45M	Sell	7,727 -7	-0.1%	-$1.24K	0.02%	131
2023 Q1	$1.29M	Hold	7,734	–	–	0.01%	139
2022 Q4	$1.28M	Sell	7,734 -600	-7%	-$98.1K	0.02%	139
2022 Q3	$1.24M	Hold	8,334	–	–	0.02%	135
2022 Q2	$1.29M	Buy	8,334 +607	+8%	+$97.3K	0.02%	138
2022 Q1	$1.32M	Hold	7,727	–	–	0.01%	142
2021 Q4	$1.34M	Hold	7,727	–	–	0.01%	150
2021 Q3	$1.17M	Sell	7,727 -78	-1%	-$11.8K	0.01%	154
2021 Q2	$1.1M	Hold	7,805	–	–	0.01%	166
2021 Q1	$951K	Sell	7,805 -580	-7%	-$66.8K	0.01%	161
2020 Q4	$981K	Buy	8,385 +58	+0.7%	+$6.59K	0.01%	159
2020 Q3	$955K	Hold	8,327	–	–	0.01%	146
2020 Q2	$894K	Hold	8,327	–	–	0.01%	142
2020 Q1	$720K	Sell	8,327 -400	-5%	-$42.6K	0.01%	148
2019 Q4	$972K	Buy	8,727 +6,686	+328%	+$698K	0.01%	157
2019 Q3	$204K	Sell	2,041 -60	-3%	-$6K	﹤0.01%	265
2019 Q2	$210K	Sell	2,101 -550	-21%	-$52.6K	﹤0.01%	260
2019 Q1	$249K	Sell	2,651 -120	-4%	-$10.6K	﹤0.01%	239
2018 Q4	$221K	Sell	2,771 -145	-5%	-$12.1K	﹤0.01%	244
2018 Q3	$241K	Hold	2,916	–	–	﹤0.01%	252
2018 Q2	$239K	Buy	2,916 +50	+2%	+$4.08K	﹤0.01%	255
2018 Q1	$237K	Hold	2,866	–	–	﹤0.01%	258
2017 Q4	$233K	Hold	2,866	–	–	﹤0.01%	263
2017 Q3	$240K	Hold	2,866	–	–	﹤0.01%	260
2017 Q2	$223K	Sell	2,866 -200	-7%	-$15.1K	﹤0.01%	264
2017 Q1	$227K	Hold	3,066	–	–	﹤0.01%	261
2016 Q4	$207K	Buy	3,066 +300	+11%	+$20.1K	﹤0.01%	263
2016 Q3	$186K	Hold	2,766	–	–	﹤0.01%	268
2016 Q2	$189K	Hold	2,766	–	–	﹤0.01%	261
2016 Q1	$168K	Hold	2,766	–	–	﹤0.01%	260
2015 Q4	$153K	Sell	2,766 -2,900	-51%	-$160K	﹤0.01%	287
2015 Q3	$321K	Hold	5,666	–	–	0.01%	234
2015 Q2	$321K	Sell	5,666 -1,000	-15%	-$57.8K	0.01%	234
2015 Q1	$374K	Hold	6,666	–	–	0.01%	232
2014 Q4	$382K	Hold	6,666	–	–	0.01%	222
2014 Q3	$349K	Hold	6,666	–	–	0.01%	215
2014 Q2	$345K	Hold	6,666	–	–	0.01%	222
2014 Q1	$329K	Hold	6,666	–	–	0.01%	220
2013 Q4	$322K	Hold	6,666	–	–	0.01%	222
2013 Q3	$290K	Buy	6,666 +2,500	+60%	+$105K	0.01%	218
2013 Q2	$166K	Buy	+4,166	New	+$163K	0.01%	272

Other funds holding MRSH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

Loring Wolcott & Coolidge Fiduciary Advisors's MRSH Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Marsh (MRSH) stake by 8.5% in Q2 2026, selling an estimated $27.6K and leaving 1,769 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MRSH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.45M in Q2 2023. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,769 shares of Marsh worth $295K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 165 Marsh shares in Q2 2026, an estimated $27.6K.
Marsh made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #283 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Marsh in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Marsh position peaked at $1.45M in Q2 2023.
867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.