S&CO Inc’s Marsh MRSH Stock Holding History

S&CO Inc’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 Q1	$346K	Hold	2,000	–	–	0.02%	181
2025 Q4	$371K	Hold	2,000	–	–	0.02%	180
2025 Q3	$403K	Hold	2,000	–	–	0.02%	180
2025 Q2	$437K	Hold	2,000	–	–	0.03%	173
2025 Q1	$488K	Hold	2,000	–	–	0.03%	172
2024 Q4	$424K	Hold	2,000	–	–	0.03%	167
2024 Q3	$446K	Hold	2,000	–	–	0.03%	177
2024 Q2	$421K	Hold	2,000	–	–	0.03%	180
2024 Q1	$411K	Hold	2,000	–	–	0.03%	173
2023 Q4	$378K	Hold	2,000	–	–	0.03%	156
2023 Q3	$380K	Hold	2,000	–	–	0.03%	146
2023 Q2	$376K	Hold	2,000	–	–	0.03%	147
2023 Q1	$333K	Hold	2,000	–	–	0.03%	153
2022 Q4	$330K	Hold	2,000	–	–	0.03%	151
2022 Q3	$298K	Hold	2,000	–	–	0.03%	160
2022 Q2	$310K	Hold	2,000	–	–	0.03%	157
2022 Q1	$340K	Hold	2,000	–	–	0.02%	161
2021 Q4	$347K	Hold	2,000	–	–	0.02%	170
2021 Q3	$302K	Hold	2,000	–	–	0.02%	170
2021 Q2	$281K	Hold	2,000	–	–	0.02%	175
2021 Q1	$243K	Hold	2,000	–	–	0.02%	173
2020 Q4	$234K	Hold	2,000	–	–	0.02%	169
2020 Q3	$229K	Hold	2,000	–	–	0.02%	163
2020 Q2	$215K	Buy	+2,000	New	+$202K	0.02%	161
2020 Q1	–	Sell	-2,000	Closed	-$223K	–	176
2019 Q4	$223K	Hold	2,000	–	–	0.02%	169
2019 Q3	$200K	Buy	+2,000	New	+$200K	0.02%	177

Other funds holding MRSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

S&CO Inc's MRSH Position: Q1 2026 in Review

S&CO Inc held its Marsh (MRSH) position steady in Q1 2026 at 2,000 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #181.

S&CO Inc first reported a position in MRSH in Q3 2019 and has held it in 26 quarters since. The position peaked at $488K in Q1 2025. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

S&CO Inc held 2,000 shares of Marsh worth $346K as of Q1 2026.
S&CO Inc left its Marsh share count unchanged in Q1 2026.
Marsh made up 0.02% of S&CO Inc's portfolio in Q1 2026, its #181 holding.
S&CO Inc first reported a position in Marsh in Q3 2019 and has held it in 26 quarters since.
S&CO Inc's Marsh position peaked at $488K in Q1 2025.
1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.