Mogy Joel R Investment Counsel’s Marsh MRSH Stock Holding History

Mogy Joel R 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	$1.21M	Sell	7,265 -685	-9%	-$115K	0.07%	63
2026 Q1	$1.38M	Sell	7,950 -6,468	-45%	-$1.16M	0.09%	56
2025 Q4	$2.67M	Sell	14,418 -6,880	-32%	-$1.29M	0.15%	46
2025 Q3	$4.29M	Sell	21,298 -725	-3%	-$149K	0.24%	40
2025 Q2	$4.82M	Buy	22,023 +1,295	+6%	+$292K	0.28%	40
2025 Q1	$5.06M	Buy	20,728 +10,818	+109%	+$2.45M	0.33%	41
2024 Q4	$2.1M	Buy	9,910 +2,662	+37%	+$591K	0.13%	49
2024 Q3	$1.62M	Buy	+7,248	New	+$1.61M	0.1%	53

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

Mogy Joel R Investment Counsel's MRSH Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Marsh (MRSH) stake by 8.6% in Q2 2026, selling an estimated $115K and leaving 7,265 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #63.

Mogy Joel R Investment Counsel first reported a position in MRSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.06M in Q1 2025. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

Mogy Joel R Investment Counsel held 7,265 shares of Marsh worth $1.21M as of Q2 2026.
Mogy Joel R Investment Counsel sold 685 Marsh shares in Q2 2026, an estimated $115K.
Marsh made up 0.07% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #63 holding.
Mogy Joel R Investment Counsel first reported a position in Marsh in Q3 2024 and has held it in 8 quarters since.
Mogy Joel R Investment Counsel's Marsh position peaked at $5.06M in Q1 2025.
867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.