Matthew Goff Investment Advisor’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $625K | Hold |
3,749
| – | – | 0.11% | 67 |
|
|
2026
Q1 | $650K | Hold |
3,749
| – | – | 0.11% | 80 |
|
|
2025
Q4 | $696K | Sell |
3,749
-12
| -0.3% | -$2.24K | 0.12% | 63 |
|
|
2025
Q3 | $758K | Hold |
3,761
| – | – | 0.13% | 67 |
|
|
2025
Q2 | $822K | Hold |
3,761
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $918K | Buy |
3,761
+12
| +0.3% | +$2.72K | 0.17% | 65 |
|
|
2024
Q4 | $796K | Hold |
3,749
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $836K | Hold |
3,749
| – | – | 0.16% | 67 |
|
|
2024
Q2 | $790K | Hold |
3,749
| – | – | 0.16% | 67 |
|
|
2024
Q1 | $772K | Sell |
3,749
-142
| -4% | -$28.3K | 0.16% | 65 |
|
|
2023
Q4 | $737K | Hold |
3,891
| – | – | 0.16% | 66 |
|
|
2023
Q3 | $740K | Hold |
3,891
| – | – | 0.18% | 63 |
|
|
2023
Q2 | $732K | Sell |
3,891
-49
| -1% | -$8.7K | 0.17% | 67 |
|
|
2023
Q1 | $656K | Hold |
3,940
| – | – | 0.16% | 64 |
|
|
2022
Q4 | $652K | Hold |
3,940
| – | – | 0.17% | 62 |
|
|
2022
Q3 | $588K | Buy |
3,940
+49
| +1% | +$7.86K | 0.17% | 58 |
|
|
2022
Q2 | $604K | Hold |
3,891
| – | – | 0.16% | 60 |
|
|
2022
Q1 | $663K | Hold |
3,891
| – | – | 0.16% | 56 |
|
|
2021
Q4 | $676K | Hold |
3,891
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $589K | Hold |
3,891
| – | – | 0.14% | 60 |
|
|
2021
Q2 | $547K | Hold |
3,891
| – | – | 0.14% | 65 |
|
|
2021
Q1 | $474K | Hold |
3,891
| – | – | 0.13% | 68 |
|
|
2020
Q4 | $455K | Hold |
3,891
| – | – | 0.14% | 66 |
|
|
2020
Q3 | $446K | Hold |
3,891
| – | – | 0.14% | 60 |
|
|
2020
Q2 | $418K | Buy |
3,891
+49
| +1% | +$4.96K | 0.14% | 62 |
|
|
2020
Q1 | $332K | Buy |
3,842
+93
| +2% | +$9.91K | 0.14% | 48 |
|
|
2019
Q4 | $418K | Hold |
3,749
| – | – | 0.15% | 46 |
|
|
2019
Q3 | $375K | Hold |
3,749
| – | – | 0.15% | 48 |
|
|
2019
Q2 | $374K | Hold |
3,749
| – | – | 0.16% | 44 |
|
|
2019
Q1 | $352K | Hold |
3,749
| – | – | 0.16% | 44 |
|
|
2018
Q4 | $299K | Hold |
3,749
| – | – | 0.15% | 45 |
|
|
2018
Q3 | $310K | Hold |
3,749
| – | – | 0.12% | 60 |
|
|
2018
Q2 | $307K | Sell |
3,749
-40
| -1% | -$3.27K | 0.12% | 64 |
|
|
2018
Q1 | $313K | Hold |
3,789
| – | – | 0.13% | 64 |
|
|
2017
Q4 | $308K | Hold |
3,789
| – | – | 0.13% | 63 |
|
|
2017
Q3 | $318K | Sell |
3,789
-155
| -4% | -$12.3K | 0.14% | 64 |
|
|
2017
Q2 | $307K | Hold |
3,944
| – | – | 0.28% | 32 |
|
|
2017
Q1 | $291K | Buy |
+3,944
| New | +$282K | 0.28% | 34 |
|
Other funds holding MRSH
NLI
DC
BHIA
SI
NONA
Matthew Goff Investment Advisor's MRSH Position: Q2 2026 in Review
Matthew Goff Investment Advisor held its Marsh (MRSH) position steady in Q2 2026 at 3,749 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #67.
Matthew Goff Investment Advisor first reported a position in MRSH in Q1 2017 and has held it in 38 quarters since. The position peaked at $918K in Q1 2025. 318 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Matthew Goff Investment Advisor held 3,749 shares of Marsh worth $625K as of Q2 2026.
- Matthew Goff Investment Advisor left its Marsh share count unchanged in Q2 2026.
- Marsh made up 0.11% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #67 holding.
- Matthew Goff Investment Advisor first reported a position in Marsh in Q1 2017 and has held it in 38 quarters since.
- Matthew Goff Investment Advisor's Marsh position peaked at $918K in Q1 2025.
- 318 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.